Get the free Russell Balanced Fund Class A

This document provides key information about the Russell Balanced Fund Class A, including its investment strategy, risks, fees, and how to apply for investment.

How to fill out russell balanced fund class

How to fill out Russell Balanced Fund Class A

1. Obtain the application form for Russell Balanced Fund Class A from their official website or a financial advisor.
2. Fill in your personal information including your name, address, and Social Security number.
3. Specify the amount of money you wish to invest in the Russell Balanced Fund Class A.
4. Choose the type of account you want to open (individual, joint, retirement, etc.).
5. Review and complete any additional information required, such as investment objectives and risk tolerance.
6. Sign and date the application form.
7. Submit the completed application form along with your initial investment payment, if applicable.

Who needs Russell Balanced Fund Class A?

1. Investors looking for a balanced investment strategy that includes both equities and fixed income.
2. Individuals seeking long-term capital appreciation with some income generation.
3. Those who prefer a professionally managed diversified investment option.
4. Investors who may not have the time or expertise to manage their own investment portfolio.

People Also Ask about

What is the average return on a balanced super fund?

PreMixed investment options 10 Years1 Year Balanced 7.94% pa 9.52% High Growth 8.84% pa 10.61% Socially Aware 7.13% pa 10.24% Indexed Diversified 7.61% pa 11.98%2 more rows

What is Russell Investments ranked?

Russell Investments was ranked first in multiple categories in The TRADE's inaugural “Outsourced Trading Survey” published November 2023 (out of 14 providers), receiving four perfect scores in: Client service and relationship management; Onboarding; Business model and other factors; and Cost versus value for money.

Which is the best balanced fund?

Sorted highest to lowest: 3Y Returns SBI Balanced Advantage Fund Direct - Growth. Aditya Birla Sun Life Balanced Advantage Fund Direct - Growth. Nippon India Balanced Advantage Fund Direct - Growth. ICICI Prudential Balanced Advantage Fund Direct - Growth. HSBC Balanced Advantage Fund Direct - Growth.

What is the performance of Russell Balanced fund?

Russell Balanced A's one-year total return is 10.27%. This was made up of a growth return of 5.89% and an income return of 4.38%. These returns were calculated as at 30 Jun 2025.

Who owns Russell Investments?

Northwestern Mutual acquired Russell Investments during 1998–1999 for $1.2 billion.

Is Russell Investments a good super fund?

Russell Investments has been awarded Super Fund of the Year - Best Commercial Product – Personal – Winner – 2018. Russell Investments is the winner of the Multi Asset – Diversified Fund Manager of the year 2018 awarded at the Professional Planner / Zenith Fund Awards.

What is the average return on a balanced fund?

Balanced funds Typically offer average returns between 5% to 8% annually. Aim to provide a balance between growth and stability.

What is the rating of Russell Investments?

Russell Investments was ranked first in multiple categories in The TRADE's inaugural “Outsourced Trading Survey” published November 2023 (out of 14 providers), receiving four perfect scores in: Client service and relationship management; Onboarding; Business model and other factors; and Cost versus value for money.

For pdfFiller’s FAQs

What is Russell Balanced Fund Class A?

The Russell Balanced Fund Class A is a mutual fund that aims to provide investors with a balanced investment strategy by investing in a mix of equities and fixed income securities. It seeks to achieve long-term capital appreciation while maintaining a level of income.

Who is required to file Russell Balanced Fund Class A?

Investors in Russell Balanced Fund Class A, such as individuals and institutions, are required to file necessary documentation, including investment principal and earnings for tax reporting purposes, depending on their jurisdiction and investment profile.

How to fill out Russell Balanced Fund Class A?

To fill out Russell Balanced Fund Class A, investors need to provide personal information, specify their investment amounts, declare tax identification numbers, and sign the application form. It's important to review all instructions carefully to ensure accurate submissions.

What is the purpose of Russell Balanced Fund Class A?

The purpose of Russell Balanced Fund Class A is to offer investors a professional managed option that combines both equity and fixed income investments, allowing for a diversified approach to wealth management and risk mitigation over time.

What information must be reported on Russell Balanced Fund Class A?

Investors must report information such as total investment amounts, earnings, expenses, and any distributions received during the year on Russell Balanced Fund Class A for tax purposes and to comply with financial regulations.