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Important Information from Russell Investments

By April 6, 2021April 8th, 2021No Comments

From Russell Investments

As communicated previously, we are making strategic adjustments to the Core Model Strategies and the LifePoints® Funds, Target Portfolio Series to reflect current market conditions, Russell Investments’ market outlook and investors’ objectives.

Now we have some additional information to share with you.

Core Model Strategies allocation changes will be effective on or about April 21, 2021 (or a date determined by your home office).

Russell Investments LifePoints® Funds, Target Portfolio Series allocation changes will be effective April 16, 2021.

Stay up-to-date on the latest changes to our investment solutions by visiting our Product Updates page (login required).

SPECIAL NOTES:

1. If your firm is reliant upon a turnkey asset management program (TAMP), such as Envestnet or Lockwood, we’re working with them to provide the operational assistance needed to implement these changes.

2. Please note that the products listed within this email communication may or may not be available for investment on your firm’s platform(s). Before sharing any client-ready information with your clients, please ensure that the included material is approved by your firm’s compliance department.

Contact us: 1(800)787-7354          Helping Financial Advisors reach their business potential.

THIS MATERIAL IS FOR FINANCIAL PROFESSIONAL USE ONLY AND NOT FOR DISTRIBUTION TO CURRENT OR POTENTIAL INVESTORS.

Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling (800) 787-7354 or visiting https://connect.rightprospectus.com
/russellinvestments. Please read a prospectus carefully before investing.

Mutual fund investing involves risk, principal loss is possible.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.

Strategic asset allocation and diversification do not assure profit or protect against loss in declining markets.

Model Strategies represent target allocation of Russell Investment Company funds; these models are not managed and cannot be invested in directly.

Model Strategies are exposed to the specific risks of the fund directly proportionate to their fund allocation. The funds comprising the strategies and allocations to those funds have changed over time and may change in the future.

The LifePoints® Funds are a series of funds which expose an investor to the risks of the underlying funds proportionate to their allocation. Investment in LifePoints® Funds involves direct expenses of each fund and indirect expenses of the underlying funds, which together can be higher than those incurred when investing directly in an underlying fund.

Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments’ management.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.

Copyright © 2021 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.

Russell Investment Company mutual funds and Russell Investment Funds are distributed by Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.

First used: April 2021. RIFIS 23716 – Generic

TC120380(0421)1