Russell Tax-Managed US Mid & Sm Cap C
Russell Investment CO 909 A St 11th Floor Tacoma WA 98402
Phone: 800-787-7354
| Category: |
Small Blend |
| Fund Family: |
Russell |
| Net Assets: |
7.35M |
| Year-to-Date Return: |
-4.28% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
02-Dec-99 |
|
Tereasa Gandhi
Lead Manager since
01-Jan-06 |
|
| Gandhi has over 15 years investment experience researching and evaluating managers globally with Russell Investments. She joined Russell in 1987 and was promoted to senior research analyst in 1995. Over the course of her Russell career, Gandhi's research experience has included U.S., non-U.S., Pacific Basin and emerging markets equity managers. She is currently responsible for overseeing all aspects of Russell's developing managers funds, tax-managed funds, and separate account products. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$25 |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks long-term capital growth on an after-tax basis. The fund invests primarily in equity securities of small- and medium-capitalization U.S. companies. It also may invest a limited amount in non-U.S. firms from time to time. The fund generally defines medium- and small-capitalization stocks as those companies represented by the Russell Small Cap Completeness index. It employs a multi-style, multi-manager approach whereby portions of the fund are allocated to different money managers who employ distinct investment styles. |
| Last Dividend
(18-Feb-00):
|
0.01 |
| Last Cap Gain
(14-Dec-07):
|
1.22 |
| Annual Holdings Turnover
|
55.00% |
| Average for Category:
|
96.31% |
|
| Expense |
RTSCX |
Category
Avg |
| Total Expense Ratio: |
2.26%
|
1.53% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.41% |
| 3 Yr Expense Projection*: |
$741 |
$629 |
| 5 Yr Expense Projection*: |
$1,280 |
$1,005 |
| 10 Yr Expense Projection*: |
$2,753 |
$2,021 |
|
|
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