Individual investors

Russell mutual funds Russell offers an array of mutual funds that can serve as the cornerstone of your plan or as supplements to existing investment strategies. Whatever your goals, Russell mutual funds can help you work toward them. With Russell, you get to use a time-tested approach to diversification, and by working with a qualified investment professional, you can get an investment portfolio that matches your personal needs. Review the fund fact sheets below to learn more. 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† Russell U.S. Mid Cap Equity Fund Russell U.S. Large 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 Russell Tax Exempt 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 Closure Notice On December 16, 2011, the following LifePoints® Funds, Target Distribution Strategies were closed: 2017 Accelerated Distribution Fund - A Shares 2027 Extended Distribution Fund - A Shares 2017 Accelerated Distribution Fund - S Shares 2027 Extended Distribution Fund - S Shares Target Date Series Available to DC plans only Tax information View dividend distributions, capital gains and net investment income for Russell mutual funds. Additional fund information Income Dividend Distributions Russell Funds Quarterly Commentary Russell reorganizes fixed income portfolio management team Money manager info sheet (PDF) As of December 31, 2010 A full list of Russell fund managers and management firms. Get more fund manager information in the fund fact sheets above. Russell fund shareholder notices 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. * On March 1, 2011, the Russell Global Credit Strategies Fund was renamed the Russell Global Opportunistic Credit Fund. † 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. Products and services described on this website are intended for United States residents only. Information on this site should not be considered a solicitation to buy or an offer to sell a security to any person. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell's Worldwide site. Diversification and strategic asset allocation do not assure profit or protect 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. The Russell logo and LifePoints are trademarks and service marks of Russell Investments. 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: December 2011 Revised: January 2012 RFS-7369			How to invest with Russell   Balancing your future See the difference a balanced investment approach can make by comparing single vs. multi-asset portfolio performance (PDF).   Value of diversification This chart (PDF) makes the need to own a variety of assets and styles clear. This sample portfolio (PDF) shows how you can access some of the world's best investment managers. Printer friendly version of this page

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