A common issue advisors face today is that the COVID-19 pandemic has heightened uncertainty over the economy and finances.
What's one of the best ways to deal with this uncertainty?
Focus on the things you can control—because taxes on investment portfolios remain a certainty.
We at Russell Investments believe that tax-managed investing should play an increasingly important role in investors’ portfolios. Now may be a good time to take advantage of market events and transition to tax-managed investing. Here's why:
The four ugly truths
Ugly Truth #1
Many mutual funds may report sizable capital gain distributions this year driven by historic outflows.Discover why
Ugly Truth #2
A majority of mutual funds show a lower Net Asset Value (NAV) today than three years prior.Read more
Ugly Truth #3
Sunsetting of the Tax Cut and Jobs Act (TCJA) after 2025 with likely reversion to higher tax rates requires thoughtful tax planning now.Read more
Ugly Truth #4
There are massive $2.6 trillion (and growing) stimulus packages. How are we going to pay for this?Read more
Our trading desk is ready 24 hours a day to systematically implement tax-loss harvesting strategies—whenever the opportunity presents itself.
Our tax-managed funds were able to materially improve their tax standing throughout the volatile 1Q2020 through opportunistic active tax-loss harvesting.
Russell Investment Company's tax-managed & tax-exempt funds
1Q2020 Capital Loss Carryforward (% of NAV)
|Tax-Managed U.S. Large Cap (RETSX)||Tax-Managed U.S. Mid & Small Cap (RTSSX)||Tax-Managed International Equity (RTNSX)||Tax-Managed Real Assets (RTXSX)||Tax-Exempt Bond (RLVSX)||Tax-Exempt High Yield Bond (RTHSX)|
Connect 1:1 with your dedicated regional team at Russell Investments.
Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling (800) 787-7354 or visiting the prospectus and reports page to download one. Please read a prospectus carefully before investing.