Investment solutions
For more than 80 years, our mission is to improve people's financial security. Whether you are trying to grow your investments, maximize your after-tax wealth, or generate sustainable income during retirement—together with your financial advisor—we can help you achieve your financial goals.
Model portfolios
Solutions designed to maximize after-tax return.
Solutions designed to maximize after-tax return for California-based investor’s taxable dollars.
Solutions designed to maximize after-tax return for New York State-based investor’s taxable dollars.
Solutions designed to maximize growth by capitalizing on active management opportunities.
Solutions designed to generate excess performance at an attractive total cost.
Solutions designed to deliver yield-based income at an attractive total cost.
Mutual funds
DID YOU KNOW?
48%
of open-ended mutual funds is held in taxable accounts.* That's why we believe tax-managed investing is an opportunity many investors can't afford to ignore.
*Source: 2023 ICI Factbook
Compare the tax impact of our tax-managed and tax-exempt funds to other funds and categories.
ADDITIONAL FUND INFORMATION
Proxy and engagement report (PDF)
Engagement policy (PDF)
Dividend calendar (PDF)
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
Separately managed accounts provide individual investors access to institutional-quality money managers at reduced account minimums.
Personalized Managed Accounts is a distinctive solution tailored to investors’ unique and specific needs, featuring separately managed accounts, custom overlay services (e.g., tax management and category & theme-based restrictions), and personalized transition management.
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.
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.
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.
Tax information
View dividend distributions, capital gains and net investment income for Russell Investment Company mutual funds.
- Important information regarding U.S. Equities Funds (including Tax-Managed U.S. Equity Funds)
- Important information regarding International and Global Equity Funds (including Tax-Managed International Equity Fund)
- Important information regarding Alternative and Specialty Funds
- Important information regarding Taxable and Tax-Exempt Fixed Income Funds
- Important information regarding Multi-Asset Funds
- Important information regarding LifePoints® Funds, Target Portfolio Series
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 (FINRA), go to www.finra.org.