Russell Investments

Individual investors

Russell Investments mutual-funds

Russell U.S. Strategic Equity Fund

Fund objective
The Fund seeks to provide long-term capital growth

Investment strategy
  • Seeks to provide long-term capital growth.

  • Invests in medium and large capitalization common stocks traded in the U.S. market.

  • Blends growth, value, market-oriented, defensive and dynamic styles and managers that focus on those distinct styles.
Fund highlights
  • Russell believes incorporating defensive and dynamic styles can help provide more complete insights into market behavior and manager investment styles that can lead to stronger portfolio construction insights.

  • The Fund seeks to better manage volatility in the markets and take advantage of potential opportunities.
As of 12/31/2015
Updated quarterly

Total net assets (All classes)   $3.8 billion
Net asset value (Class S)   $11.74

    Cusip   Ticker
Class A   78249R859   RSEAX
Class C   78249R842   RSECX
Class E   78249R834   RSEEX
Class S   78249R826   RSESX

Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting the prospectus and reports page to download one. Please read the prospectus carefully before investing.

not FDIC insured

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.

The investment styles employed by the money managers are intended to be complementary, they may not in fact be complementary. The multi-manager approach may result in a Fund holding a concentration of certain types of securities, which may be beneficial or detrimental to a Fund's performance. It may also increase a Fund's portfolio turnover rates, which may result in higher transaction costs and realized capital gains or losses.

Defensive style emphasizes investments in equity securities of companies that are believed to have lower than average stock price volatility, characteristics indicating high financial quality, (which may include lower financial leverage) and/or stable business fundamentals.

Dynamic style emphasizes investments in equity securities of companies that are believed to be currently undergoing or are expected to undergo positive change that will lead to stock price appreciation. Dynamic stocks typically have higher than average stock price volatility, characteristics indicating lower financial quality, (which may include greater financial leverage) and/or less business stability.

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.

Russell Investments is a trade name and registered trademark of Frank Russell Company, a Washington USA corporation, which operates through subsidiaries worldwide and is part of London Stock Exchange Group.

The Russell logo is a trademark and service mark of Russell Investments.

Securities products and services offered through Russell Financial Services, Inc., member FINRA, part of Russell Investments.
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Copyright © Russell Investments 2007-2016. All rights reserved.
First used April 2009
Revised: August 2013

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