In this fund, Russell's goal is to combine managers with complementary investment approaches for effectiveness during different phases of real estate, economic and stock market cycles. We have chosen a mix of managers intended to help manage risk while increasing the fund's potential to outperform its benchmark in a wide variety of market environments.
This mix of managers uses a range of investment strategies, including value, growth and market-oriented approaches and provides exposure to all major property sectors. We believe this group, when combined, provides a more durable investment approach and consistent performance profile than a single manager.
– Bruce Eidelson
Allocation of fund assets As of 09/10/2009
% Allocated
Year assigned
Portfolio manager
U.S. Growth
Heitman Real Estate Securities, LLC
15%
2004
Tim Pire
U.S. Market-oriented
Cohen & Steers Capital Management, Inc.
20%
2009
Tom Bohjalian, Jon Cheigh
INVESCO Institutional (N.A.) Inc., through INVESCO Real Estate Division
30%
2003
Joe Rodriguez
U.S. Value
AEW Capital Management, L.P.
25%
1996
Mathew Troxell
Global market-oriented
Cohen & Steers Capital Management, Inc.
10%
2007
Joe Harvey
Managing money differently The Russell approach has been trusted for decades by many of the world's largest investors; our mutual funds allow you to employ that same approach. We identify investment managers we believe have exceptional capabilities, blend them to help manage risk through diversification, and constantly monitor them. Regardless of market conditions, Russell's investment approach remains constant.
Money managers listed are current as of 09/30/2009. Subject to the fund's board approval, Russell has the right to engage or terminate a money manager at any time and without a shareholder vote, based on an exemptive order from the Securities and Exchange Commission.
Specific sector investing can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments. Fund investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation.
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 Real Estate Securities Fund changed to the Russell Real Estate Securities Fund.
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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In this fund, Russell's goal is to combine managers with complementary investment approaches for effectiveness during different phases of real estate, economic and stock market cycles. We have chosen a mix of managers intended to help manage risk while increasing the fund's potential to outperform its benchmark in a wide variety of market environments.
