Going Global: Tax-Smart Investing On The International Stage (Podcast)

By Jon Eggins of Russell Investments

Leading Global Investment Solutions Partner • Aug 2, 2018 at 11:30 PM EDT

Over $8 trillion of the money invested in the US mutual fund market is taxable.

• Over 8 trillion USD dollars of the money invested in the US mutual fund market is taxable*

• According to Morningstar data the average active or passive US international Fund had an annual tax drag of over 1%**

Running length: 00:16:67

*2018 ICI Factbook

**as of March 31, 2018.

Morningstar tax drag number sources : U.S. Fund Large Blend, U.S. Fund Large Growth, U.S. Fund Large Value, U.S. Fund Mid-Cap Blend, U.S. Fund Mid-Cap Growth, U.S. Fund Mid-Cap Value, U.S. Fund Small Blend, U.S. Fund Small Growth, U.S. Fund Small Value, U.S. Fund China Region, U.S. Fund Diversified Emerging Markets, U.S. Fund Diversified Pacific/Asia, U.S. Fund Europe Stock, U.S. Fund Foreign Large Blend, U.S. Fund Foreign Large Growth, U.S. Fund Foreign Large Value, U.S. Fund Foreign Small/Mid Blend, U.S. Fund Foreign Small/Mid Growth, U.S. Fund Foreign Small/Mid Value, U.S. Fund India Equity, U.S. Fund Japan Stock, U.S. Fund Latin America Stock, U.S. Fund Miscellaneous Region, U.S. Fund Pacific/Asia ex-Japan Stock, U.S. Fund World Large Stock, U.S. Fund World Small/Mid Stock

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UNI- 11322

Date of first use: August 2018

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This is a publication of Russell Investments. Nothing in this publication is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents in this publication are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.

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