The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The 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 relies on fundamental analysis to identify companies that have attractive valuation and compelling company- and/or industry-level investment catalysts.

As part of its quantitative analysis, the team considers factors related to valuation, quality, investor behavior and corporate behavior.

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 manager invests in companies located in at least three countries other than the United States and estimates to have exposure to issuers in several different countries.

In determining a company’s location, the manager may consider the place of domicile, where the company has an established presence and conducts its business, and where the company conducts a significant part of its economic activities.

The fund may invest in both developed and emerging market countries and, at times, may invest significantly in emerging markets.

Additionally, the fund may invest in established companies and also in new and less-seasoned issuers, and may also invest in exchange-traded funds.
 

The fund seeks capital appreciation in the long term by investing in small-size 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.

According to the investment team, a company is considered to be a non-U.S. company if the company is organized under the laws of or has its principal office in a country outside the U.S., or the company has its principal securities trading market in a country outside the U.S., and/or the company derives the majority of its annual revenue or earnings or assets from goods produced, sales made or services performed in a country outside the U.S.

The research process is driven by fundamental analysis of one stock at a time. Next, the research team evaluates a company to select securities for the portfolio.

Also, the research team integrates environmental, social and governance factors as part of its process.

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.

Also, a number of countries around the world will be represented in the portfolio, some of which may be considered to be emerging market countries.

At times, the fund may have a significant amount of its net assets invested in a country or geographic region.

Additionally, the fund may invest in securities of any market sector and may hold a significant amount of securities of companies, from time to time, within a single sector.
 

The fund seeks capital appreciation in the long term by investing in small-size 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.

According to the investment team, a company is considered to be a non-U.S. company if the company is organized under the laws of or has its principal office in a country outside the U.S., or the company has its principal securities trading market in a country outside the U.S., and/or the company derives the majority of its annual revenue or earnings or assets from goods produced, sales made or services performed in a country outside the U.S.

The research process is driven by fundamental analysis of one stock at a time. Next, the research team evaluates a company to select securities for the portfolio.

Also, the research team integrates environmental, social and governance factors as part of its process.

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.

Also, a number of countries around the world will be represented in the portfolio, some of which may be considered to be emerging market countries.

At times, the fund may have a significant amount of its net assets invested in a country or geographic region.

Additionally, the fund may invest in securities of any market sector and may hold a significant amount of securities of companies, from time to time, within a single sector.
 

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The 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 relies on a proprietary strategy to identify companies that will increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. When evaluating individual securities, the team emphasizes companies whose earnings and revenues are not only growing, but growing at an accelerating pace.

Also, the research team integrates environmental, social and governance factors as part of its process.

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 capital appreciation in the long term by investing in small-size companies outside the United States.

The 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 relies on a proprietary strategy to identify companies that will increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. When evaluating individual securities, the team emphasizes companies whose earnings and revenues are not only growing, but growing at an accelerating pace.

Also, the research team integrates environmental, social and governance factors as part of its process.

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 capital appreciation in the long term by investing in small-size companies outside the United States.

The 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 relies on a proprietary strategy to identify companies that will increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. When evaluating individual securities, the team emphasizes companies whose earnings and revenues are not only growing, but growing at an accelerating pace.

Also, the research team integrates environmental, social and governance factors as part of its process.

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’s objective is to appreciate capital through investing in small-size companies in the non-U.S. companies.

The investment process starts with a list of companies with market capitalizations between $60 million and $8 billion. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements, long growth runway and low shareholder participation. The fund favors companies with near-term catalysts to lift stocks higher in the next 18 months.

The fund is diversified across different countries and regions as part of its risk control and the fund practices strict buy and sell disciplines and follows strictly its risk management process on avoiding to lose money.

The fund seeks capital appreciation by investing in small-size companies outside the United States.

The 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.

The research process is driven by fundamental analysis of one stock at a time. When evaluating individual securities, the research team emphasizes company research and the long-term outlook of companies and industries.

Next, the process includes research trips, company meetings, and relationships with industry thought leaders and academics to evaluate companies.

Additionally, the team assesses a company’s geographic and industry positioning, competitive advantage, management, financial strength and valuation.

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 holds approximately between 75 and 175 growth companies with the potential to outperform the benchmark over the long term. The fund aims to hold securities for typically 5 years, which results in relatively low portfolio turnover.

In addition, the manager focuses on companies located in countries of developed and emerging markets.

The fund invests in companies located in at least three countries outside the United States.

The fund has the flexibility to participate in initial public offerings.
 

The fund seeks to invest in small-size companies around the world outside the United States.

The investment process is focused on finding high or improving quality companies that are well placed to benefit from the structural growth. The fundamental research driven stock selection process relies on quantitative techniques in identifying companies with strong financials, high return in capital and attractive free cash flows.

The team then looks for a narrow list of companies that are likely to benefit from the durable structural growth in the long term.

The fund screens companies between market capitalization of as low as $50 million to $7 billion and selects between 120 and 150 stocks. Top 10 holdings account for about 15% of total assets.

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The 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 looks to invest in foreign small/micro cap companies, and will invest in at least five of the countries included in the benchmark index.

The team favors companies not yet recognized by investors, and believes that these companies have greater growth potential.

Additionally, the team categorizes companies as best-in-class growth, fallen angels, and stalwarts.

According to the team, best-in-class growth refers to high-quality companies with stable growth and having lots of undiscovered opportunities.

In fallen angels, the team looks for growth companies whose future earnings power is not reflected in their current valuations.

As far as stalwarts are concerned, the team focuses on companies trading at reasonable valuations which have good growth prospects.

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 capital appreciation in the long term by investing in small-size companies in developed markets outside the United States.

The sub-adviser’s systematic investment process attempts to create a geographically diversified fund. The fund invests in countries and companies as included in its benchmark index but applies market capitalization based weighting to determine individual weights and where applicable country or region weights.

The investment team adjusts weights for a variety of factors, including free float, momentum, trading strategies, liquidity, and market conditions. 

The fund seeks to minimize company specific risk by selecting companies with lower relative price and higher profitability.

The fund seeks capital appreciation in the long term by investing in small-size companies in developed markets outside the United States.

The sub-adviser’s systematic investment process attempts to create a geographically diversified fund. The fund invests in countries and companies as included in its benchmark index but applies market capitalization based weighting to determine individual weights and where applicable country or region weights.

The investment team adjusts weights for a variety of factors, including free float, momentum, trading strategies, liquidity, and market conditions. 

The fund seeks to minimize company specific risk by selecting companies with lower relative price and higher profitability.

The fund seeks to appreciate capital through investing in small companies outside of the United States.

The fund considers investments in developed regions and emerging markets around the world and diversifies investment across many industries, countries and geographical regions.

The investment process starts with small-size companies in the market cap range between $500 million and $3 billion and then applies fundamental research and qualitative criteria to identify profitable and well-managed companies. The research team then looks to buy companies that are trading at reasonable price compared to estimated returns.

The fund holds about 100 stocks and top 10 holdings account for 18% of total assets.

The fund seeks long-term capital appreciation by investing in small-cap companies in international markets outside the United States.

The investment process is designed to identify companies with strong financial position, attractive earnings history and are estimated to offer strong long-term prospects.

The research process is focused on evaluating individual companies for its business model, earnings durability, market leadership, competitive dynamic, and management effectiveness.

The fund prefers to hold between 40 and 90 companies that offer the most attractive upside potential and are trading at most compelling valuations to their long term prospects.

The fund primarily invests in companies operating in developed international markets but may invest in emerging markets as well.

The fund may invest in companies through equity securities issued as Global Depository Receipts, American Depository Receipts, and European Depository Receipts. In addition, the fund may invest in real estate companies or trusts and limited or master limited partnerships.  

In addition, the fund may concentrate its investment from time to time in one economic sector.

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

However, the fund invests substantially all of its net assets in the International Small Company Portfolio of DFA Investment Dimensions Group Inc.

The DFA Portfolio seeks to provide investors with access to securities portfolios consisting of a broad range of equity securities of primarily small Japanese, United Kingdom, Continental European, Asia Pacific and Canadian companies.

The DFA Portfolio invests substantially all of its assets in: The Japanese Small Company Series (the Japanese Series), The United Kingdom Small Company Series (the United Kingdom Series), The Continental Small Company Series (the Continental Series), The Asia Pacific Small Company Series (the Asia Pacific Series) and The Canadian Small Company Series (the Canadian Series) (each an Underlying Fund and together, the Underlying Funds).

Each Underlying Fund invests in small companies using a market capitalization weighted approach in each country or region designated by the sub-adviser as an approved market for investment.

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.

The sub-adviser has the flexibility to adjust the representation or exclude a company in the Underlying Funds based on factors such as free float, size, value, profitability, trading strategies, liquidity, and momentum.

In assessing a company’s investment characteristics, the research team may consider ratios such as recent changes in assets or book value scaled by assets or book value.

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 allocation of the assets of the DFA Portfolio to be invested in the Underlying Funds will be determined by the sub-adviser on at least a semi-annual basis.

However, the Underlying Funds invest primarily in developed market countries.

The fund seeks capital appreciation in the long term by investing in small-size 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.

Next, the research team focuses on companies located outside the U.S., including emerging markets.

The team relies on fundamental analysis to focus on the market price of a company’s securities relative to its long-term earnings, asset value and cash flow potential.

The investment manager also considers a company’s valuation multiple such as earnings and liquidation value.

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 may invest more than 25% of its net assets in the securities of issuers located in any one country.
 

The fund seeks to appreciate capital through investing in small-size companies located outside the United States.

The fund is sub-advised by Thompson, Siegel & Walmsley LLC (TSW).  

The investment process starts with a list of companies in the benchmark MSCI EAFE Small Cap Index between the market capitalizations of $200 million to $8 billion. The research team then identifies a list of companies that are estimated to outperform the benchmark using fundamental analysis, qualitative and quantitative methods using a four-factor valuation screen.  

The investment team then looks for companies with near-term catalyst to revalue stock higher and realize the long term intrinsic value. The team practices a strict sell discipline and sells the stock if the investment thesis is no longer valid or the market presents a significantly better investment opportunity.

The fund seeks to track the total return performance of a benchmark index before fees and expenses by investing in small-size companies outside the United States.

The 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 focuses on stocks of companies located in developed markets, including Europe, the Pacific, and Canada, and in emerging markets.

The team seeks to track the investment performance of the FTSE Global Small Cap ex US Index.

The Index includes approximately 3,300 stocks of companies located in more than 46 countries, including both developed and emerging markets.

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

The fund seeks to track the total return performance of a benchmark index before fees and expenses by investing in small-size companies outside the United States.

The 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 focuses on stocks of companies located in developed markets, including Europe, the Pacific, and Canada, and in emerging markets.

The team seeks to track the investment performance of the FTSE Global Small Cap ex US Index.

The Index includes approximately 3,300 stocks of companies located in more than 46 countries, including both developed and emerging markets.

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

The fund seeks maximum capital appreciation in the long term by investing in small-size 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.

Next, the research team looks for high-quality companies demonstrating superior returns potential with reasonable risk.

In addition, the team considers anticipated economic growth rate, political outlook, current and forecasted inflation rates, currency outlook and interest rate environment to help identify countries and regions that are likely to offer the best investment opportunities.

The research process is driven by fundamental analysis of one stock at a time. When evaluating individual securities, the team prefers companies with above-average growth and superior capital appreciation potential; substantial capacity for growth in revenue through either an expanding market or market share.

Other metrics the team focuses on are a company’s balance sheet strength, quality of management; and differentiated or superior products and services or a steady stream of new products and services.

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 allocates its investments among at least eight different countries that spans developed and emerging markets outside of the U.S.

Also, the fund may invest up to 30% of its net assets in emerging market securities, but no more than 10% in any one emerging market country.

The fund also relies on regional portfolio managers based in Europe, Japan and Asia (outside Japan) for the best available investment opportunities from each of those three regions.
 

The fund seeks maximum capital appreciation in the long term by investing in small-size companies outside the United States.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The fund manages assets with the help of two sub-advisers namely Acadian Asset Management, LLC, and Victory Capital Management Inc.

The sub-advisers act independently of each other and use their own methodology for selecting investments.

The sub-advisers’ 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 focuses on stocks of international issuers, including companies located in countries with emerging securities markets.

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 holds both growth and value stocks.

Also, the fund may invest up to 35% of its net assets in U.S. issuers.

Additionally, the fund may invest in real estate-related securities including real estate investment trusts.

The fund has the flexibility to lend portfolio securities on a short-term or long-term basis, and may also invest in exchange-traded funds.

From time to time, the fund may invest in such instruments as forward foreign currency exchange contracts, futures contracts, rights, and depositary receipts.