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Russell mutual funds


We offer a wide-range of mutual funds representing a variety of asset classes. They offer Institutional clients such as non-profit organizations, endowments, qualified and non-qualified retirement plans competitively priced opportunities to invest with best-of-breed managers Russell researches around the globe.

This material is provided for informational purposes only as an introduction to the investment services for non-qualified assets. Certain Russell Trust Company services use the funds described below to deliver investment management and trustee services to clients. This material is not an offer or a solicitation to purchase any fund.

Core mutual funds

U.S equity funds
Russell U.S. Core Equity
Russell U.S. Quantitative Equity
Russell U.S. Growth
Russell U.S. Value
Russell U.S. Small Cap Equity Fund+

International & global equity funds
Russell International Developed Markets
Russell Global Equity
Russell Emerging Markets

Real asset funds
Russell Commodity Strategies
Russell Global Infrastructure
Russell Global Real Estate Securities

Fixed income funds
Russell Global Opportunistic Credit*
Russell Strategic Bond
Russell Investment Grade Bond
Russell Short Duration Bond

Tax-managed equity funds
Russell Tax-Managed U.S. Large Cap
Russell Tax-Managed U.S. Mid & Small Cap

Money market fund
Russell Money Market
 
LifePoints® Funds

Target Portfolio Series
Conservative Strategy
Moderate Strategy
Balanced Strategy
Growth Strategy
Equity Growth Strategy

Target Distribution Strategies
2017 Retirement Distribution
- S Shares

2017 Retirement Distribution
- A Shares

2017 Accelerated Distribution
- S Shares

2017 Accelerated Distribution
- A Shares

2027 Extended Distribution
- S Shares

2027 Extended Distribution
- A Shares


Target Date Series
Available to DC plans only



Fund objectives, risks, charges and expenses should be carefully considered before investing. For a prospectus containing this and other important information call Russell at 1-866-676-7680 or go to the prospectus and reports page to download one. Please read the prospectus carefully before investing.

An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.




To learn more about our fund product line, please contact David or Gerry:

   

West Coast

David Rothenberg
David Rothenberg
Managing Director
866-926-5934

East Coast

Gerry Lillis
Gerry Lillis
Director
866-459-4128






+On January 1, 2012, the Russell U.S. Small & Mid Cap Fund was renamed the Russell U.S. Small Cap Equity Fund. In addition, the Fund's investment strategy changed from investing primarily in common stocks of small and medium capitalization U.S. companies to investing primarily in common stocks of small capitalization U.S. companies. As a result, the Fund's primary benchmark changed from the Russell 2500® Index to the Russell 2000® Index.

On October 1, 2010, the Russell Real Estate Securities Fund was renamed the Russell Global Real Estate Securities Fund.

*On March 1, 2011, the Russell Global Credit Strategies Fund was renamed the Russell Global Opportunistic Credit Fund.

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.

Diversification does not assure a profit or guarantee against loss in declining markets.

Income from funds managed for tax efficiency may be subject to an alternative minimum tax and/or any applicable state and local taxes.

Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.


Securities products and services offered through Russell Financial Services, Inc., member FINRA, part of Russell Investments.
For information on the Financial Industry Regulatory Authority, go to www.finra.org.


First used: May 2010
(Rev. Jan. 2011)
USI-8658


Email David Email Gerry

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