Tax-Managed Investing | How are we going to pay for all this? Part Two
Disclosures:
Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling (800) 787-7354 or visiting https://russellinvestments.com. ๐ฃ๐น๐ฒ๐ฎ๐๐ฒ ๐ฟ๐ฒ๐ฎ๐ฑ ๐ฎ ๐ฝ๐ฟ๐ผ๐๐ฝ๐ฒ๐ฐ๐๐๐ ๐ฐ๐ฎ๐ฟ๐ฒ๐ณ๐๐น๐น๐ ๐ฏ๐ฒ๐ณ๐ผ๐ฟ๐ฒ ๐ถ๐ป๐๐ฒ๐๐๐ถ๐ป๐ด.
Morningstar U.S. Equity Universes includes US Fund Large Blend, US Fund Large Value, US Fund Large Growth, US Fund Mid-Cap Blend, US Fund Mid-Cap Value, US Fund Mid-Cap Growth, US Fund Small Blend, US Fund Small Value, US Fund Small Growth.
Methodology for Tax Drag: Includes all open-ended investment products โ mutual funds/ETFs that are both active and passive. Tax Drag reflects the arithmetic average of Morningstar Tax Cost Ratio. Data includes all share classes and reflects Morningstar category of US Equity.
Morningstarโs tax cost ratio assumes the highest possible applicable tax rates, including the 3.8% net investment income tax. Many investors are not subject to the highest rates. Note that tax drag calculations only apply to taxable accounts.
The Morningstar categories are as reported by Morningstar and have not been modified. ยฉ 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.
Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment. The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.
Russell Investmentsโ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investmentsโ management.
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the โFTSE RUSSELLโ brand.
Copyright ยฉ 2020 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investment Group. It is delivered on an โas isโ basis without warranty.
๐ฅ๐๐๐๐ฒ๐น๐น ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐๐ผ๐บ๐ฝ๐ฎ๐ป๐ ๐บ๐๐๐๐ฎ๐น ๐ณ๐๐ป๐ฑ๐ ๐ฎ๐ฟ๐ฒ ๐ฑ๐ถ๐๐๐ฟ๐ถ๐ฏ๐๐๐ฒ๐ฑ ๐ฏ๐ ๐ฅ๐๐๐๐ฒ๐น๐น ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐, ๐๐๐, ๐บ๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐๐๐ก๐ฅ๐, ๐ฝ๐ฎ๐ฟ๐ ๐ผ๐ณ ๐ฅ๐๐๐๐ฒ๐น๐น ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐.
First used August 2021. RIFIS 24086
Exp0824
