Russell Investment Co’s Tax-Managed U.S. Mid & Small Cap Fund may close accounts with balances below $500. Investors can buy through select financial intermediaries, while Classes A, C, M and S have no required initial investment and the fund seeks long-term Capital growth after taxes.

Key Highlights

  • Shares are available through select financial intermediaries, with an employee investment program exception.
  • The fund reserves the right to close accounts with balances below $500.
  • Shares are available through a select network of banks, registered investment advisers, broker-dealers and other financial services organizations.

The prospectus summary is dated March 1, 2026, and was supplemented through September 3, 2026.

Fund Access, Management and Redemptions

Certain share classes are limited to specified investor categories and particular intermediaries. Roach has managed it since March 2015, while Haupt has held that role since December 2023. Investors may redeem shares through their financial intermediary on any Business day when the New York Stock Exchange is open for regular trading. The fund’s prospectus, statement of additional information and Shareholder reports are available online, with contact support offered by Russell Investments.