The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in small-size 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 component of the Index.

The Index is designed to measure the performance of dividend-paying issuers that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds.

The team favors companies with superior balance sheets, profitability and dividend quality.

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 as closely as possible.

To the extent that the Index concentrates in the securities of a particular industry or group of industries, the fund is estimated to concentrate to approximately the same extent.

The fund may invest up to 20% of its net assets in investments not included in the Index.

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in mid-and large-size 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 component of the Index.

The Index is designed to measure the performance of dividend-paying issuers that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds.

The team favors companies with superior balance sheets, profitability and dividend quality.

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 as closely as possible.

To the extent that the Index concentrates in the securities of a particular industry or group of industries, the fund is estimated to concentrate to approximately the same extent.

The fund may invest up to 20% of its net assets in investments not included in the Index.