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

Overview

The fund is an investment entity with a strategic focus on medium and small capitalization companies within the United States. Its investment approach is primarily geared towards companies that fall under the scope of the Russell 2500™ Index or those within a similar capitalization range. By adopting a non-fundamental policy, the fund commits, under normal conditions, to allocate at least 80% of its net asset value, in addition to borrowings for investment purposes, towards these sectors. This delineation allows for a targeted investment strategy that emphasizes growth potential and diversification within the U.S. economy.

Products and Services

The fund’s portfolio encompasses a variety of investment products focused on medium and small capitalization U.S. companies, specified as follows:

• Common Stocks Investment:

  As the cornerstone of its investment strategy, the fund allocates significant resources to acquiring common stocks in medium and small capitalization U.S. companies. This reflects a belief in the growth potential and economic significance of these sectors. By investing in common stocks, the fund seeks to leverage market dynamics and capitalization growth to yield returns for its investors.

• Russell 2500™ Index Affinity:

  The fund’s investment approach is closely aligned with the Russell 2500™ Index, which serves as a benchmark for medium and small capitalization stocks in the U.S. This alignment ensures a diversified and balanced investment portfolio, with a focus on companies that possess the potential for significant growth and market expansion. The Russell 2500™ Index affiliation also provides a clear capitalization range, aiding in the selection and evaluation of potential investments.