Our approach to tax management

We’ve been actively saving money for investors for over three decades through a highly refined process.

Tax-managed solutions

Time-tested tax management

35+ years with an after-tax mindset

Our active tax-managed advantage

Four key considerations for tax planning

The active tax-management approach

Seven principles for tax efficient investing

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 06/2021), 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 June 30, 2021 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.

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Pursue tax-management opportunities for your clients—and your business—throughout the year. It's easy to get started.

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Learn more about tax management

Timeless tax talk from our experts

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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.

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What is tax-loss harvesting?

Frank Pape

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.

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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.

Tax-managed funds & tools

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

Tax-managed 101

Create long-term wealth for your clients, and for your business

Transition to tax management