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INVESTMENT 
SOLUTIONS

For more than 80 years, our mission is to improve people's financial security. Whether your client's are trying to grow their investments, maximize their after-tax wealth, or generate sustainable income during retirement—together with financial advisors like you—we can help your clients achieve their financial goals.
Model portfolios Mutual funds LifePoints® Funds TPS Other investment solutions Contact us

Model portfolios

Our model portfolios are recognized as a leader in the field. Cerulli Associates has ranked Russell Investments as the #1 asset manager model provider based on total assets.°

Tax-Managed Model Strategies

Solutions designed to maximize after-tax return.

Core Model Strategies

Solutions designed to maximize growth by capitalizing on active management opportunities.

Hybrid Model Strategies

Solutions designed to generate excess performance at an attractive total cost.

Income Model Strategies

Solutions designed to deliver yield-based income at an attractive total cost.

Mutual funds

DID YOU KNOW?

$9,798,000,000*

$9.8 trillion* of taxable investments are invested in open-end mutual funds. That's why we believe tax-managed investing is an opportunity many investors can't afford to ignore.

Our approach to tax-managed investing
*Source: 2020 ICI Factbook

LifePoints® Funds Target Portfolio Series

Designed to simplify the investment decision process so investors can focus on the important things in life.

Other investment solutions

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LifePoints® Funds VTPS Lock

LifePoints® Funds Variable Target Portfolio Series (VTPS) are ideally suited for variable annuity investors and features regular rebalancing to target asset allocations year in and year out.

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Separately Managed Accounts

Separately managed accounts provide individual investors access to institutional-quality money managers at reduced account minimums.

Personalized Retirement Accounts

We’ve found that most retirement plan participants fall into the “do it for me” category where they look to their plan sponsors for guidance. For these participants, we offer Personalized Retirement Accounts.

RIF prospectuses and reports

Russell Investment Funds (RIF) can only be invested in through a variable annuity contract issued by selected insurance companies that have access to RIF Funds. Additional fees and expenses associated with the insurance contract may apply. Please refer to the variable annuity contract and fund prospectus for details regarding fund fees and expenses.

Unregistered cash funds

Our cash funds are unregistered funds that are not available to the general public. Holdings information for the U.S. Cash Management Fund and U.S. Cash Collateral Fund is provided for purposes of compliance with rule 2a-7(c)(12) of the Investment Company Act of 1940. This information is not intended as a general solicitation or advertising for offers or sales of securities of these Funds.

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Tax information

View dividend distributions, capital gains and net investment income for Russell Investment Company mutual funds.

Notice:

Effective August 4, 2020, the RIC Strategic Call Overwriting Fund will be closed to new shareholders and will stop accepting orders from existing shareholders to purchase additional shares. The Fund will be liquidated on September 17, 2020.

Effective July 9, 2020, Class E Shares were reclassified as Class S Shares.

New allocations for LifePoints® Funds, Target Portfolio Series were effective November 13, 2019.

Effective November 13, 2019, the RIC Multifactor Bond Fund, Class Y, was launched.

The Multifactor Bond Fund is a new fund without an operating history, which may result in additional risk. There can be no assurance that the Fund will grow to an economically viable size, in which case the fund may cease operations. In such an event, investors may be required to liquidate or transfer their investments at an inopportune time.

Effective September 11, 2019 at the close of business, the RIC U.S. Strategic Equity Fund, Class Y Shares, closed.

° Based on total assets. Model providers surveyed during 4Q 2019 were asked to provide estimated asset levels in models for accounts into which they had visibility. Source: Exhibit 3.02 Top-25 Asset Manager and Third-Party Strategist Providers of Asset Allocation Model Portfolios, The Cerulli Report - U.S. Asset Allocation Model Portfolios 2020.

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 by visiting the prospectus and reports page to download one. Please read the prospectus carefully before investing.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Diversification and multi-asset solutions do not assure a profit and do not protect against loss in declining markets.

Not a Deposit. Not FDIC Insured. May Lose Value. Not Bank Guaranteed. Not Insured by any Federal Government Agency.

Securities products and services offered through Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.
For information on the Financial Industry Regulatory Authority, go to www.finra.org.

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