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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 access to Russell researched best-of-breed managers from 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.
NOTE: 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.
U.S Equity Funds
Russell U.S. Core Equity (pdf)
Russell U.S. Quantitative Equity (pdf)
Russell U.S. Growth (pdf)
Russell U.S. Value (pdf)
Russell U.S. Small & Mid Cap (pdf)
International & Global Equity Funds
Russell International Developed Markets (pdf)
Russell Emerging Markets (pdf)
Russell Global Equity (pdf)
Fixed Income Funds
Russell Strategic Bond (pdf)
Russell Investment Grade Bond (pdf)
Russell Short Duration Bond (pdf)
Specialty Fund
Russell Real Estate Securities (pdf)
Money Market Fund
Russell Money Market (pdf)
On September 2, 2008, the following fund name changes occurred: Equity I Fund to Russell U.S. Core Equity Fund, Equity Q Fund to Russell U.S. Quantitative Equity Fund, Equity II Fund to Russell U.S. Small & Mid Cap Fund, Select Growth Fund to Russell U.S. Growth Fund, Select Value Fund to Russell U.S. Value Fund, International Fund to Russell International Developed Markets Fund, Tax-Managed Large Cap Fund to Russell Tax-Managed U.S. Large Cap Fund, Tax-Managed Mid & Small Cap Fund to Russell Tax-Managed U.S. Mid & Small Cap Fund, Fixed Income I Fund to Russell Investment Grade Bond Fund, and Fixed Income III Fund to Russell Strategic Bond Fund.
To learn more about our fund product line, please contact James or Gerry:
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: August 2008
USI-1436
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