RTMTX

About RTMTX

The Russell Investment Tax-Managed U.S. Large Cap Fund Class M is a mutual fund designed to provide long-term capital growth on an after-tax basis. Focusing primarily on large-cap U.S. companies, the fund seeks to maximize after-tax returns for investors using tax management strategies such as tax-lot management, deferral of gains, and careful handling of wash sales. It is actively managed through a multi-manager approach coordinated by Russell Investment Management, ensuring broad exposure to major sectors like technology, healthcare, and consumer goods. Notable holdings often include leading U.S. corporations such as Apple, Microsoft, and NVIDIA, reflecting its alignment with the S&P 500 Index as a performance benchmark. This fund is especially relevant for tax-sensitive investors who want exposure to the U.S. large-cap equity market while aiming to mitigate tax liabilities incurred from portfolio turnover. The asset’s structure and strategy make it an integral component for sophisticated investors seeking to balance growth objectives with tax efficiency in their overall financial plans.