Tax managed funds & model strategies

Explore our tax managed solutions designed to maximize after-tax returns. Use our tools and materials to complement your client conversations.

Model Portfolios Personalized Managed Accounts Individual Funds Tools & Calculators Materials

Model portfolios: Tax-Managed Model Strategies

Tax managed portfolios designed to maximize after-tax returns.
Because it's not what you make, it's what you get to keep.

Target Asset Allocation:
  • Equity: 18%
  • Alternative: 3%
  • Fixed income: 79%
Conservative
Target Asset Allocation:
  • Equity: 35%
  • Alternative: 4%
  • Fixed income: 61%
Moderate
Target Asset Allocation:
  • Equity: 43%
  • Alternative: 4%
  • Fixed income: 53%
Moderate Growth
Target Asset Allocation:
  • Equity: 56%
  • Alternative: 5%
  • Fixed income: 39%
Balanced
Target Asset Allocation:
  • Equity: 69%
  • Alternative: 5%
  • Fixed income: 26%
Balanced Growth
Target Asset Allocation:
  • Equity: 75%
  • Alternative: 6%
  • Fixed income: 19%
Growth
Target Asset Allocation:
  • Equity: 91%
  • Alternative: 7%
  • Fixed income: 2%
Equity Growth

Not sure which one is the best fit? Compare all tax-managed model strategies.

 

Managed accounts: Personalized Managed Accounts

Make the portfolio as unique as the investor

The next level of customization in separately managed accounts

Personalized Managed Accounts

Individual funds: tax-managed & tax-exempt mutual funds

Tax efficient investing strategies for every type of investor

TAX-MANAGED EQUITY

Tax-Managed U.S. Large Cap Fund
Tax-Managed U.S. Mid & Small Cap Fund
Tax-Managed International Equity Fund

TAX-MANAGED ALTERNATIVE

Tax-Managed Real Assets Fund

TAX-EXEMPT FIXED INCOME

Tax-Exempt Bond Fund
Tax-Exempt High Yield Bond Fund

Tax-management tools & calculators

How do our tax managed funds stack up?

Compare the tax implications of our funds with a custom set of other investment products.

Tax impact comparison
Tax impact comparison

Tax-management marketing materials

Spread the word.

Use these popular materials to tell the tax-management story.

PDF

Tax-Managed Model Strategies sample portfolio

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PDF

Principles of active tax management in investment portfolios

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Learn the basics of what tax management is and how it helps.

Tax-managed 101

Russell Investments can help you oversee your tax-managed investments with an after-tax awareness.

Our approach to tax management