Russell Investment Tax-Managed U.S. Mid & Small Cap Fund Class C (RTSAX)

Overview

This fund is designed for investors seeking to diversify their portfolio with investments in medium and small capitalization companies economically tied to the U.S. By adhering to a non-fundamental policy of directing at least 80% of its net assets plus borrowings towards such investments, the fund maintains a focus on a specific segment of the market that is represented by the Russell 2500™ Index or falls within its capitalization range. This approach highlights the fund's strategy of targeting companies with medium to small market capitalizations, believing in the potential they hold for growth and return on investment.

Products and Services

• Investment in Medium and Small Capitalization Companies:

  Primarily, the fund invests in the common stocks of U.S. companies that are considered to be of medium and small capitalization. This is based on the criterion that these companies are either part of the Russell 2500™ Index or fall within the capitalization range of the index. The focus on these market segments is driven by the belief that medium and small cap companies offer significant growth potential which, in turn, can lead to beneficial returns for the fund’s investors.

• Borrowings for Investment Purposes:

  In addition to its own net assets, the fund is structured to use borrowings for investment purposes, enabling a leveraging strategy that aims to enhance returns. This tactic allows the fund to potentially increase its investment capacity beyond its immediate net assets, thereby providing an avenue to amplify its exposure to the selected market segments of medium and small capitalization companies.