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.
Characteristics
As of 06/30/2014
Updated quarterly

     
Total net assets (All classes)   $3.5 billion
Net asset value (Class S)   $13.11

    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.


This is a new fund without an operating history, which may result in additional risk. There can be no assurance that the fund will grow to an economically viable size, in which case the fund may cease operations. In such an event, investors may be required to liquidate or transfer their investments at an inopportune time.

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.

In a limited long/short strategy, a short sale will result in a loss if the price of the security sold short increases between the date of the short sale and the date on which the borrowed security must be returned. Although the Fund's potential for gain as a result of a short sale is limited to the price at which it sold the security short less the cost of borrowing the security, its potential for loss is theoretically unlimited because there is no limit to the cost of replacing the borrowed security.

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 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.

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.
For information on the Financial Industry Regulatory Authority, go to www.finra.org.


Copyright © Russell Investments 2007-2013. All rights reserved.
First used April 2009
Revised: August 2013
RFS-11232


Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.



© Russell Investments 1995-2014. All rights reserved.
Legal information.    Privacy statement.

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.