Russell Corporate Class

Russell Corporate Class

Russell's portfolios have helped investors raise their expectations throughout 70 years of bull and bear markets. Today, our rigorous investment approach is available with the remarkable tax efficiency of Corporate Class.

Reduce and defer tax. Enhance and extend client relationships.

Russell Corporate Class makes it simple to add four distinct tax advantages to your clients' investment strategies:

• Tax efficient gains on fixed income investments.
• Minimize tax on income distributions.
• Use current losses to offset future gains.
• Rebalance your portfolio without immediate capital gains consequences.

All this, plus Russell's renowned investment process and diversification across asset classes, investment styles, and money managers.

Fees and Pricing

Already a RussellLink Member? Click here to view the fees and pricing for the Corporate Class.

If you are not yet a RussellLink Member, follow these easy steps:

• Step 1: go to the registration page and sign up using authorization code: 983098
• Step 2: view the Corporate Class fees and pricing

Tools & Case Studies

• Russell Managed Yield Calculator Compare outcomes of a hypothetical investment in the Russell Managed Yield Class with those from investments in other fixed income products.
• Russell LifePoints Tax Illustration tool See the tax savings. Enter your client's initial investment and see a customized analysis of LifePoints' highly tax-efficient distribution process.
• Russell Diversified Monthly Income Portfolio Tax Illustration tool See the tax savings. Enter your client's initial investment and see a customized analysis of SDMIP's highly tax-efficient distribution process.
• Russell LifePoints Proposal Generator Show your clients. Enter your client's information and create a fully customized investment proposal based on Russell LifePoints Portfolios.
• Russell Sovereign Proposal Generator Show your clients. Enter your client's information and create a fully customized investment proposal based on Sovereign Pools.
• Russell Diversified Monthly Income Portfolio Proposal Generator Show your clients. Enter your client's information and create a fully customized investment proposal based on Russell Diversified Monthly Income Portfolio.
• Russell Retirement Essentials Proposal Generator Show your clients. Enter your client's information and create a fully customized investment proposal based on Russell Retirement Essentials Portfolio.
• Case study #1 See how Russell Corporate Class helped Jeff and Anne add more than 17 percent to the value of their portfolio.
• Case study #2 See how Russell Corporate Class helped David and Mary transition into retirement while generating an annual yield of 5%.

Legal Information

• Simplified Prospectus
• Annual Information Form

Marketing Materials

• Russell Corporate Class Brochure
• Russell Managed Yield Brochure
• Russell Corporate Class Prospecting Letter
• Russell Insight: Managed Yield Class