- Transparency. Intraday trading and visibility into holdings.
- Tax efficiency. Potentially fewer capital gains distributions than mutual funds.
- Low cost. Often lower fees than comparable mutual fund.
Read the ETF article to learn more.
Why investors are putting active ETFs in their portfolios:
Transparency
See where your money’s going and how it’s working for you
Potential to keep more in your pocket
Designed with tax-efficiency in mind, so more of any gains may stay invested
Low cost
Increase your investment power, with generally lower fees than mutual funds*
* Investors trading ETFs should also consider transaction costs incurred through their brokerage, such as commissions which could reduce returns.
Source: Morningstar (https://www.morningstar.com/funds/active-etfs-vs-mutual-funds-what-know-before-picking-new-fund)
We bring our active multi-manager approach to investors in a convenient ETF package. Our lineup of funds gives you access to markets where we believe opportunity is happening now.
We combine multi-manager expertise to meet individual ambition. Our portfolios are built to help you move from earning well to building wealth.
Whether you’re just starting to invest seriously or leveling up your strategy, our ETFs can help you create a portfolio that fits your goals. From conservative to balanced to growth-focused, diversification gives you the confidence to keep building wealth — your way.
Illustrated portfolios include allocations of Russell Investments Exchange Traded Funds and third-party ETFs; these portfolios are not managed and cannot be invested in directly. You may decide to combine selected funds that differ from the illustrated combinations depending upon your individual investment objectives. Illustrated portfolios are exposed to the specific risks of the funds directly proportionate to their fund allocation.
These illustrated portfolios are not intended to constitute investment advice nor an opinion regarding the appropriateness of any investment. The general information contained in these illustrated portfolios should not be acted upon without obtaining specific investment advice from a licensed professional.
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Read the ETF article to learn more.
A multi-manager approach can provide diversification of investment strategies, styles and managers in a single fund, with access to insights from specialist money managers, and ongoing professional oversight.
Russell Investments’ approach involves continually researching investment strategies and managers from around the world, seeking to determine the best combination of active managers and investment styles for the portfolio. Each manager strategy is chosen to serve a specific purpose in the portfolio. Over time, adjustments may be made to ensure the portfolio remains aligned with objectives.
Similar to active mutual fund investing, the risks of active ETF investing may include underperformance or loss of invested capital due to market volatility, economic downturns, or manager decisions. Additionally, investors should consider the following risks when trading ETFs on an exchange:
Active ETFs can offer:
Professional management
Transparency of pricing and holdings
Generally lower fees as compared with similar active mutual funds
No minimum investment
An active ETF, or actively managed exchange-traded fund, is a type of investment fund that is managed by a team of professionals who actively select and manage the securities within the fund. Unlike passive ETFs, which track a specific index, active ETFs aim to outperform their benchmarks by making strategic investment decisions based on market conditions and research.