Time-tested tax management
35+ years with an after-tax mindset
Our active tax-managed advantage
Four key considerations for tax planning
Beyond tax-loss harvesting
The active tax-management approach
The value of tax drag vigilance
Longer-term. Larger results.
According to Morningstar, U.S equity funds (active, passive, ETFs) gave up 2% of returns to taxes the past three years (ending 09/2023), making 10% annualized returns more like 8%. This loss of return ("tax drag"1) is a hidden, yet avoidable fee that many investors fail to consider. The good news is that our active tax-managed solutions have been proven to help. See how our tax-managed equity funds stack up against our peer group:
Average annual tax drag for 3 years ending September 30, 2023 2
Please hover over the Russell Investment bar to see which Russell Investment product was evaluated relative to the peer group. View fund performance and prices.
Performance quoted represents past performance and should not be viewed as a guarantee of future results. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Current to the most recent month-end performance data may be obtained by visiting https://russellinvestments.com.
Learn more about tax management
Timeless tax talk from our experts
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We believe now is as good a time as any to do a portfolio assessment. Here’s why investors and their advisors shouldn’t lose sight of how diversification and taxes affect portfolio returns.