Tax management: our approach
We’ve been actively saving money for investors for over three decades through a highly refined process.
Tax-managed solutionsTime-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
Hover your mouse over these principles and learn, in more detail, how they can be integrated into an investment strategy.
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 five years
(ending 12/2024), 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 5 years ending December 31, 2024 2
The following Russell Investment Company Funds (Class S) were evaluated relative to the following peer groups: Tax-Managed U.S. Large Cap Fund to U.S. Equity Large Cap peer group, Tax-Managed U.S. Mid & Small Fund to U.S. Equity Small Cap peer group, Tax-Managed International Equity Fund to International Equity peer group, Tax-Managed Real Assets Fund to Real Assets peer group, Tax-Exempt Bond Fund to Municipal Bond peer group, and Tax-Exempt High Yield Bond Fund to High Yield Municipal Bond peer group. Current to the most recent month-end performance for Russell Investment Company mutual funds is available by visiting: https://russellinvestments.com/us/fund-center/performance-pricing.
Learn more about tax management
Timeless tax talk from our experts
Not all tax-managed solutions are created equal
Rob Kuharic
We crunched the numbers. Here are the truths behind top misconceptions surrounding tax-managed investing.
Rob Kuharic
Tax-loss harvesting is a strategy that can help maximize after-tax wealth. Don’t wait for the end of the year to do it.
Building portfolio wealth: It’s not what you make, it’s what you get to keep
Rob Kuharic
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.
Explore our tax managed funds and resources.
Learn the basics of what tax management is and how it helps