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.
Request a meeting with one of our expertsTax managed portfolios designed to maximize after-tax returns.
Because it's not what you make, it's what you get to keep.
Model portfolios: Tax-managed model strategies
Not sure yet which one is the best fit? Compare all tax-managed model strategies.
Living in California or New York State? Consider saving even more on taxes with our California or New York State Model Portfolios below.
Model portfolios: Tax-managed state specific model strategies
Not sure yet which one is the best fit? Compare all Tax-Managed California Model Strategies or Tax-Managed New York Model Strategies.
Make the portfolio as unique as the investor
Managed accounts: Personalized Managed Accounts
The next level of customization in separately managed accounts
Tax efficient investing strategies for every type of investor
Individual funds: Tax managed & Tax-Exempt mutual funds
Tax-Managed U.S. Large Cap Fund
Tax-Managed U.S. Mid & Small Cap Fund
Tax-Managed International Equity FundTAX-MANAGED ALTERNATIVE
Tax-Managed Real Assets Fund
Tax-Exempt Bond Fund
Tax-Exempt High Yield Bond FundDemonstrate the value & impact of active tax management to your clients
Tax-management tools & calculators
Create a custom investment proposal for your client's specific scenario.
Unfortunately, you do not have authorization to use this tool.
Contact your dedicated Russell Investments sales team to find out more.
Does tax-management make a difference?
Illustrate how much you could gain in excess return (and how much you could save in taxes) with a tax managed portfolio.
How do our tax managed funds stack up?
Compare the tax implications of our funds with a custom set of other investment products.
Spread the word.
Use these popular materials to tell the tax-management story.
Tax-management marketing materials
Learn the basics of what tax management is and how it helps
Russell Investments can help you oversee your tax-managed investments with an after-tax awareness.