The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in securities that comprise the Index.

The Index seeks to identify the current top 50 growth stocks.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund seeks to replicate the composition of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

To the extent the Index concentrates (i.e., holds 25% or more of its net assets) in the securities of a particular industry or group of industries, the fund will concentrate its investments to the same extent.

The fund is classified as diversified.

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in equity securities that comprise the Index.

The Index seeks stocks with the potential to break out, or experience a period of sustained price growth beyond the stock’s recent resistance level.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund seeks to replicate the composition of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

To the extent the Index concentrates (i.e., holds 25% or more of its net assets) in the securities of a particular industry or group of industries, the fund will concentrate its investments to the same extent.

The fund is classified as non-diversified.

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs an indexing investment approach to replicate the performance of the Index.

Next, the research team invests significantly in the securities that comprise the Index.

The Index seeks to track companies identified as being on the frontier of the development of new technologies that have the potential to have an outsized influence on the future.

These include, but are not limited to, companies engaged in the development and utilization of artificial intelligence, robotics, autonomous vehicle technologies, virtual reality, mixed/augmented reality and other similarly disruptive technological innovations.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

To the extent the Index concentrates in the securities of a particular industry or group of industries, the fund will concentrate its investments to approximately the same extent.

The fund is classified as non-diversified.

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in the securities that comprise the Index.

The Index is composed of all preferred stocks that are constituents of the S&P U.S. Investment Grade Preferred Stock Index.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

To the extent the Index concentrates in the securities of a particular industry or group of industries, the fund will concentrate its investments to approximately the same extent.

The fund is classified as diversified.

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The process seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust, up to the upside cap of 12.00% (prior to taking into account management fees and other fees) and 11.21% (after taking into account management fees and other fees) while providing a buffer against the first 9% of SPDR S&P 500 ETF Trust losses, over the period from July 1, 2021 to June 30, 2022.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in FLexible Exchange Options (FLEX Options) that reference the SPDR S&P 500 ETF Trust (the Underlying ETF).

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund seeks to generate returns that match the Underlying ETF, while limiting downside losses.

Also, the fund is classified as non-diversified.

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The process seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust, up to the upside cap of 7.80% (prior to taking into account management fees and other fees) and 7.01% (after taking into account management fees and other fees) while providing a buffer against the first 15% of SPDR S&P 500 ETF Trust losses, over the period from July 1, 2021 to June 30, 2022.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in FLexible Exchange Options (FLEX Options) that reference the SPDR S&P 500 ETF Trust (the Underlying ETF).

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund seeks to generate returns that match the Underlying ETF, while limiting downside losses.

Also, the fund is classified as non-diversified.

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The fund seeks returns up to the upside cap of 12.07% (prior to taking into account management fees and other fees) and 11.28% (after taking into account management fees and other fees) while providing a buffer against the first 15% of S&P 500 Price Index losses, over the period from October 1, 2020 to September 30, 2021.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in FLexible EXchange Options.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The portfolio is composed of seven FLEX Options on the S&P 500 Price Index that are each set to expire on the last day of the Outcome Period.

The fund is classified as non-diversified.
 

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The process seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust, up to the upside cap of 6.00% (prior to taking into account management fees and other fees) and 5.21% (after taking into account management fees and other fees) while providing a buffer against SPDR S&P 500 ETF Trust losses of between 5% and 35%, over the period from July 1, 2021 to June 30, 2022.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in FLexible Exchange Options (FLEX Options) that reference the SPDR S&P 500 ETF Trust (the Underlying ETF).

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund seeks to generate returns that match the Underlying ETF, while limiting downside losses.

Also, the fund is classified as non-diversified.

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The fund seeks returns up to the upside cap of 8.12% (prior to taking into account management fees and other fees) and 7.33% (after taking into account management fees and other fees) while providing a buffer against S&P 500 Price Index losses of between 5% and 35%, over the period from October 1, 2020 to September 30, 2021.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in FLexible EXchange Options.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The portfolio is composed of seven FLEX Options on the S&P 500 Price Index that are each set to expire on the last day of the Outcome Period.

The fund is classified as non-diversified.
 

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The fund seeks returns up to the upside cap of 18.30% (prior to taking into account management fees and other fees) and 17.51% (after taking into account management fees and other fees) while providing a buffer against the first 9% of S&P 500 Price Index losses, over the period from October 1, 2020 to September 30, 2021.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in FLexible EXchange Options.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The portfolio is composed of seven FLEX Options on the S&P 500 Price Index that are each set to expire on the last day of the Outcome Period.

The fund is classified as non-diversified.