Seeks to provide long-term capital growth on an after-tax basis.
Invests in stocks traded in the U.S. market.
Selects managers with inherently tax-sensitive investment management approaches.
Core equity exposure incorporates market-oriented, growth and value styles.
Fund highlights
Helps tax-sensitive investors by seeking to maximize after-tax returns.
Provides broad exposure to large capitalization stocks by blending managers that invest in diverse styles across the medium and large capitalization spectrum without the tax impact of a fund that buys and sells with no regard for taxes.
Characteristics As of 09/30/2009 Updated quarterly
Total net assets (All classes)
$348.6 million
Net asset value (Class S)
$15.94
Cusip
Ticker
Class C
782478309
RTLCX
Class E
782478879
RTLEX
Class S
782493720
RETSX
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.
On September 2, 2008, the name of the Tax-Managed Large Cap Fund changed to Russell Tax-Managed U.S. Large Cap 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.
Income from funds managed for tax efficiency may be subject to an alternative minimum tax and/or any applicable state and local taxes.
Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets.
For more information on Russell Funds, contact your investment professional or plan administrator for assistance.
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