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Tax-Managed Investing | How are we going to pay for all this? Part Two
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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. ๐—ฃ๐—น๐—ฒ๐—ฎ๐˜€๐—ฒ ๐—ฟ๐—ฒ๐—ฎ๐—ฑ ๐—ฎ ๐—ฝ๐—ฟ๐—ผ๐˜€๐—ฝ๐—ฒ๐—ฐ๐˜๐˜‚๐˜€ ๐—ฐ๐—ฎ๐—ฟ๐—ฒ๐—ณ๐˜‚๐—น๐—น๐˜† ๐—ฏ๐—ฒ๐—ณ๐—ผ๐—ฟ๐—ฒ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด. 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. Morningstarโ€™s 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 โ€œFTSE 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 โ€œas isโ€ basis without warranty. ๐—ฅ๐˜‚๐˜€๐˜€๐—ฒ๐—น๐—น ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—–๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜† ๐—บ๐˜‚๐˜๐˜‚๐—ฎ๐—น ๐—ณ๐˜‚๐—ป๐—ฑ๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐—ฑ๐—ถ๐˜€๐˜๐—ฟ๐—ถ๐—ฏ๐˜‚๐˜๐—ฒ๐—ฑ ๐—ฏ๐˜† ๐—ฅ๐˜‚๐˜€๐˜€๐—ฒ๐—น๐—น ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜๐˜€ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฆ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฐ๐—ฒ๐˜€, ๐—Ÿ๐—Ÿ๐—–, ๐—บ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐—™๐—œ๐—ก๐—ฅ๐—”, ๐—ฝ๐—ฎ๐—ฟ๐˜ ๐—ผ๐—ณ ๐—ฅ๐˜‚๐˜€๐˜€๐—ฒ๐—น๐—น ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜๐˜€. First used August 2021. RIFIS 24086 Exp0824
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Sunil Heda, CPA (US), CIM®
Heda Investmentsโ€‹
โ€‹

Investment Advisor and Associate Portfolio Manager,

Manulife Wealth Inc

Life Insurance Advisor,

Manulife Wealth Insurance Services Inc.

Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Heda Investments is a trade name used for dealer business only. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your advisor which company you are dealing with for each of your products and services. Manulife Wealth Inc. is a member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund. Manulife Wealth Insurance Services Inc. is a licensed life insurance agency authorized to do business across Canada. Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates, under license.. The Advisor and Manulife Wealth Inc. and/or Manulife Wealth Insurance Services Inc. ("Manulife Wealth") do not make any representation that the information in any external linked site, document or information is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of the advisor or Manulife Wealth. The information in this communication is subject to change without notice. This is not an official publication of Manulife Wealth. This publication contains the opinions of the writer and may not reflect the opinions of the Advisor and Manulife Wealth Inc. and/or Manulife Wealth Insurance Services Inc. (collectively, "Manulife Wealth"). The information contained herein was obtained from sources believed to be reliable. No representation, or warranty, express or implied, is made by the writer, Manulife Wealth, or any other person as to its accuracy, completeness, or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal, financial, tax or investment advice. As each situation is different, you should consult your own professional advisors for advice based on your specific circumstances.By submitting your contact details, you are providing us with your express consent to contact you or send you commercial electronic communication related to investments and/or insurance services that may be of interest to you. Should you wish to discontinue receiving communication or be contacted from our office, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded; it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on our commitment to privacy and responsible use of information, please see  our Privacy Policy page.

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