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Important information regarding Active-Passive Model Strategies
Model strategies are not managed and cannot be invested in directly. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns. Strategic asset allocation and diversification do not assure profit or protect against loss in declining markets.
Rebalancing of portfolios may create tax consequences on the taxable portion.
For purchases over a certain minimum investment amount, other Russell Investment Company mutual funds with similar investment objectives, strategies and risks, but generally lower annual fund operating expenses, may be available. Because these other funds are different than the funds in the Target Income, Target Income Plus Model Strategies, a transfer between them may be a taxable event. For more information on these other funds, Income Model Strategies or underlying Russell Investment Company Funds, contact your investment professional or plan administrator for assistance.
Model Strategy returns represent past performance and are not indicative of any specific investment. Model Strategy returns are calculated by obtaining the weighted monthly returns of the strategy component funds from the prior month-end to the current month-end. These weighted returns are then added to the prior month's return history and annualized. Total performance is based upon the actual fund target allocations at the beginning of each month during the periods shown, which may differ from the current allocation. Historical percentage weightings are not adjusted to reflect current weightings, but are used to capture the actual weightings during the return periods shown.
Performance is based upon the actual mix of underlying funds recommended at each specific point in time, which may differ from the current mix. Detail of changes is available upon request. The Model Strategy returns quoted represent past performance, and should not be viewed as a representation of future investment performance of the stock market.
First Used: June 2018
RIFiS 20181–IMS