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Russell Investment Tax-managed U.s. Mid & Small Cap Fund Class S (RTSSX)
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12/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.25B
Russell Tax-Managed US Mid & Sm Cap S
44.80
-0.59
-1.30%
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RTSSX Overview
On this page you'll find an in-depth profile of Russell Investment Tax-managed U.s. Mid & Small Cap Fund Class S. Learn about the key management, total assets, investment strategy and contact information of RTSSX among other information.
Investment Strategy
The investment seeks long-term capital growth on an after-tax basis. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in medium and small capitalization companies economically tied to the U.S. The fund invests principally in common stocks of medium and small capitalization U.S. companies. The managers define medium and small capitalization stocks as stocks of those companies represented by the Russell 2500™ Index or within the capitalization range of the Russell 2500™ Index.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Nick Haupt | Portfolio Manager | 2023 | Now |
| Biography | Nick Haupt has been with Russell Investments since June of 2011. He has 13 years of industry experience. Various roles at Russell include Associate Portfolio Manager, Senior Equity Analyst, Equity Analyst and Trading Analyst. Prior to joining Russell, Nick was a Performance Analyst at BNY Mellon. | ||
| Megan Roach | Portfolio Manager | 2015 | Now |
| Biography | Megan Roach, Portfolio Manager since March 2015. Ms. Roach was Head of Research from May 2013 to March 2015. From 2004 to 2013, Ms. Roach was a Senior Research Analyst. Megan Roach, a Senior Portfolio Manager, has primary responsibility for the management of the Fund. Ms. Roach has managed the Fund since March 2015. | ||
| Jon Eggins | Portfolio Manager | 2013 | 2018 |
| Biography | Jon Eggins, Senior Director, Head of Global Equity of Russell Investments since November 2013. Mr. Eggins was a Portfolio Manager from March 2011 to November 2013. Jon joined Russell in 2003 as a research associate in the firm’s Sydney office. While there Jon performed a variety of roles including manager research, portfolio management support and capital markets research. These roles spanned multiple asset classes including large and small cap equities, fixed income and real estate investment trusts. Jon wrote several foundational research papers on Russell’s investment proposition, and regularly presented his findings to clients and industry conferences. In 2008 Jon relocated to Russell’s U.S. headquarters as a research analyst. In this role Jon covered U.S. market-oriented equity managers and global tactical asset allocation strategies., which involved researching, interviewing, evaluating and recommending investment managers to consulting clients and Russell portfolio managers. He is a subject matter expert on quantitative equity managers and quantitative techniques for evaluating managers and constructing multi-manager portfolios. Jon remains actively involved with academia, having tutored courses in economics and econometrics at the University of New South Wales. He has worked with academics in Australia, Austria and Switzerland on a series of papers relating to stock-market index construction and investment manager performance evaluation. His research has been published in practitioner and academic journals such as the Journal of Applied Finance. Jon has also lectured in quantitative techniques at the Financial Services Institute of Australasia (FINSIA), where he was named the Outstanding Lecturer in a NSW Post-graduate Program at the Annual Practitioner Awards for 2007. | ||
| Robert Kuharic | Portfolio Manager | 2010 | 2014 |
| Biography | Robert Kuharic is an Associate Portfolio Manager for Russell Investments, focusing primarily on taxable investments, separately managed account mixes, and developing managers. Robert participates in the decision making for all aspects of portfolio construction and manager selection in the U.S. tax managed funds, developing managers fund, a socially screened faith-based separate account, and the separately managed accounts' products. | ||
| Tereasa Gandhi | Head | 2006 | 2010 |
| Biography | Tereasa 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, Tereasa'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. | ||
| Stephen W. Skatrud | Portfolio Manager | 2001 | 2006 |
| Biography | Skatrud has been a portfolio manager with Russell Investment Management Company since December 2001. From 1999 to December, 2001, he was a senior research analyst. From 1995 to 1999, Skatrud was director of Benefits Finance and Investment for Harnischfeger Industries, Inc. | ||
| Ronald C. Dugan | Vice President | 2002 | 2006 |
| Biography | Ron Dugan ,CFA Vice President and Global Investment Strategist,joined GuideStone Capital Managementjoined GuideStone in August 2010. Prior to joining GuideStone, Mr. Dugan spent 10 years at Russell Investments in Tacoma, Washington as Managing Director, Equities. Mr. Dugan was responsible for portfolio managers and research analysts. Previously, he was at the Baptist Foundation of Texas where he was Chief Investment Officer, specializing in the management of endowment and planned giving assets. He also served as an investment officer and financial accountant at the Meadows Foundation. He began his career as a staff auditor at Price Waterhouse (now part of PricewaterhouseCoopers) in Dallas. Mr. Dugan earned a Bachelor of Business Administration in Accounting from Texas A&M University and a Master of Science in Finance from University of Texas at Dallas. He is a CFA charterholder and holds the Series 7 and 66 securities registrations. His professional affiliations include the CFA Institute, CFA Society of Seattle, American Institute of CPAs and the Texas Society of CPAs. | ||
| Eric W. Ogard | Portfolio Manager | 2000 | 2006 |
| Biography | Education Background: • Pacific Lutheran University, Tacoma, WA, Bachelors (1988) • Willamette University, Salem, OR, MBA (1991) Business Experience: • Monea Investments, LLC, Tacoma, WA, Managing Principal, June 2013 – Present • Madison Park Capital, Investment Adviser Representative, December 2012 - April 2013 • Russell Investments, Seattle, WA, Director of Investments, September 1995 - July 2012 Examinations: • NFA National Commodity Futures Examination - Series 3 (8/2012) • NASD Registered Representative Examination - Series 7 (3/1993) • NASAA Uniform Securities Agent State Law Examination - Series 63 exam (3/1993) Designations: • Chartered Financial Analyst designation in 1999 | ||
| Dennis J. Trittin | Lead Cap Manager | 1999 | 2006 |
| Biography | Dennis J. Trittin is Portfolio Manager and Lead Cap Manager for Frank Russell Company. Trittin has been a portfolio manager with Frank Russell Investment Management Company since 1996. From 1988 to 1996 he was director of the U.S. equity manager research department of the same company. | ||
| Brian C. Tipple | Portfolio Manager | 1999 | 2002 |
| Biography | Tipple is a portfolio manager with Frank Russell Investment Management Company, his employer since 1991. From 1991 to 1999, he was a client executive with the firm. | ||
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