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Institutional mutual funds


We offer institutionally priced mutual funds to non-profit organizations, endowments and other non-qualified retirement plans.

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.

NOTE: Fund objectives, risks, charges and expenses should be carefully considered before investing. A prospectus containing this and other important information can be obtained by calling (866) 676-7680 or visiting the links below. 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.

U.S. Large Cap Equity Funds   U.S. Small Cap Equity Funds
Equity Q—Class I   Equity II—Class I
Equity I—Class I    
Select Growth—Class I    
Select Value—Class I    
     
Fixed Income Funds   International Funds
Fixed Income I—Class I   International—Class I
Short Duration Bond—Class S   Emerging Markets—Class S
Fixed Income III—Class I    
     
Money Market Funds   Specialty Funds
Money Market—Class S   Real Estate Securities—Class S
     
Global Equity Funds    
Global Equity—Class S
     





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

  West Coast   East Coast
Bill Borland
Bill Borland
Director
866-926-5934
Gerry Lillis
Gerry Lillis
Director
866-459-4128






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

First used: July 2007
RFD 07-6952
 

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Products and services described on this website are intended for United States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell's Worldwide site.