The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to identify companies in the benchmark index that experience positive dynamic change.

The investment team believes companies undergoing positive dynamic change offer the best investment opportunities.

Next, the research team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management.

Then the manager constructs a focused portfolio of approximately 35 holdings of companies that demonstrate promising growth potential.

The fund focuses its investments in companies fostering and benefiting from technological improvements, advancements or developments.

The fund may also invest a significant portion of its assets in securities of companies conducting business within a single sector, including the technology, healthcare, consumer discretionary, and industrials sectors.

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

The investment process is designed to identify companies of any market capitalization that demonstrate promising growth outlook.

The research team is using fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the technology, consumer discretionary, and health care sectors.

The portfolio is focused with approximately 50 holdings that demonstrate strong future growth prospects.    

The fund seeks capital appreciation in the long term 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 focuses on companies experiencing positive dynamic change.

The team believes companies undergoing positive dynamic change offer the best investment opportunities.

Additionally, the team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management.

In selecting securities for the portfolio, the research team focuses on companies that have sustainable earnings, reasonable valuations and a distinct competitive advantage.

Also, the team invests in Foundation growth stocks and Opportunity growth stocks.

Foundation growth stocks are companies led by experienced management teams, with innovative business models and the potential for high sales and earnings growth.

Opportunity growth stocks are companies whose earnings may be temporarily depressed, but demonstrating potential for reaccelerated earnings.

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 invests in a portfolio of U.S. and foreign equity securities.

In addition, the fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the consumer discretionary, information technology, and healthcare sectors.

The fund seeks capital appreciation in the long term by investing in companies across any size 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 investment team favors securities of emerging country issuers.  Currently, most Central and South American, African, Asian and Eastern European nations, among others, are considered emerging countries.

Next, the research team focuses on high quality growth companies that are trading attractive valuations.

The team believes high quality growth companies have definable strategic advantages/moat and competitive positioning.

In addition, the team seeks to identify the presence of near-term catalysts for future growth for companies that are in a positive earnings revision cycle.

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 generally holds less than 50 holdings.

The fund generally invests in at least three emerging countries, and, at times, may invest a substantial portion of its assets in a single emerging country.

Also, the fund may invest a significant portion of its net assets in securities of companies conducting business within a single sector.

Additionally, the fund may invest up to 20% of its net assets in equity securities, including common stocks, American Depositary Receipts and Global Depositary Receipts, of frontier country issuers.

According to the team, the issuer of a security is considered to be located in a country if the company is organized under the laws of, or has a principal office in that country.

Other considerations would be if the company’s securities are primarily listed in that country, or a majority of its assets are in, or a majority of its revenue or profits from businesses, investments or sales are from, that country.
 

The fund seeks capital appreciation in the long term by investing in companies across any size 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 high quality growth companies that are trading at attractive valuations.

The team believes high quality growth companies have definable strategic advantages/moat and competitive positioning that offer superior earnings visibility and sustainability.

In addition, the team seeks to identify the presence of near-term catalysts for future growth for companies that are in a positive earnings revision cycle.

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 generally holds less than 50 holdings.

Additionally, the fund invests in securities of both U.S. and foreign companies, and invests significantly in foreign companies.

Foreign companies are companies that are organized under the laws of a foreign country, or whose securities are primarily listed in a foreign country.

Also foreign companies are companies that have a majority of their assets, or derive more than 50% of their revenue or profits from business, investments or sales, outside the United States. 

The fund’s foreign investments will include securities of companies in both developed and emerging market countries.

Also, the fund may invest a significant portion of its net assets in securities of companies conducting business within a single sector.

The fund seeks primarily capital appreciation and secondarily current income by investing in companies in the United States.

The investment process is designed to identify companies that demonstrate capital growth outlook and which pay dividends.

The process focuses on companies generating high dividend yields; or having a track record of consistent dividend growth; or having capital appreciation potential and the ability to return cash to investors.

Next, the research team uses fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics. The team also considers companies that are market leaders with growing demand.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the technology, consumer discretionary, health care, and industrials sectors.

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to identify companies in the benchmark index that experience positive dynamic change.

The investment team believes companies undergoing positive dynamic change offer the best investment opportunities.

Next, the research team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management.

Then the research process relies on fundamental analysis to highlight companies that are engaged in the health sciences sector demonstrating growth potential.

The team considers a company to be engaged in the health sciences sector if it derives at least 50% of its earnings or revenues from, or devotes at least 50% of its assets to activities in any area of the health sciences sector, including health care services, pharmaceuticals, medical equipment and supplies and applied research and development.

Additionally, the team considers companies involved with hospitals, clinical test laboratories, convalescent and mental health care facilities, home care providers, pharmaceuticals, biotechnology, biochemistry and diagnostics; and producers and manufacturers of medical, dental and optical supplies and equipment as part of the health sciences sector.

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

The fund has the flexibility to invest in securities of foreign issuers.

The fund seeks growth by investing in companies across any size 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 rank stocks based on quality and growth criteria for the EVQ Ranking, namely earnings revisions, valuation, and quality.

Then each company is evaluated for its competitive advantage, growth prospects, growth catalysts, management team, valuation, and risks.

The research process is driven by fundamental analysis of one stock at a time within a macro country/sector/industry framework.

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 focuses on growth companies across the globe, both in international developed and emerging market countries regardless of sector or market capitalization.

The focused portfolio holds approximately 50 holdings of non-U.S. growth equity securities.
 

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

The investment process is designed to identify companies in the benchmark index that demonstrate promising growth outlook.

The research team is using fundamental analysis to uncover companies experiencing high unit volume growth. The team also looks for growing companies that offer broad product lines, markets, financial resources and strong management.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the technology, consumer discretionary, and health care sectors. 

The fund seeks capital appreciation in the long term by investing in mid-size companies in 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 companies experiencing positive dynamic change.

The team believes companies undergoing positive dynamic change offer the best investment opportunities.

Additionally, the team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management.

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.

Generally, the portfolio holds approximately 50 holdings.

The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology, consumer discretionary, and healthcare sectors.

Also, the fund can invest in foreign securities.

The fund invests in cash (and cash equivalents), in times of adverse or unstable market, economic or political conditions.

The fund invests in mid cap comapnies with a track record of growth and these companies are estimated to maintain or accelerate the current growth pattern.

Investment process is fundamental research driven and managers are looking to invest in companies that have market cap of at least $10 billion. 

Top 10 holdings have about 20% of fund's asset. Fund holdings may be viewed expensive on a traditional price-to-earnings ratio and at times holdings may be more volatile than the broader market indexes. 

The fund seeks long-term capital gain by investing in mid-size growth companies in the United States.

The investment process starts with identifying companies that are undergoing positive change in business fundamentals. The research team starts with a list of companies in the benchmark index. The research team is using fundamental analysis to uncover and evaluate companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

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

The investment process is designed to identify companies of any market capitalization that demonstrate promising growth outlook with positive environmental, social, or governance practices ratings.

The research team is using fundamental analysis to uncover companies experiencing high unit volume growth. The team also looks for growing companies that offer broad product lines, markets, financial resources and strong management.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the technology, consumer discretionary, and health care sectors.    

The fund seeks capital appreciation in the long term by investing in small-size companies in 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 companies experiencing positive dynamic change.

The team believes companies undergoing positive dynamic change offer the best investment opportunities.

Additionally, the team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management.

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.

Generally, the portfolio holds approximately 50 holdings.

In addition, the fund invests at least 25% of its net assets in technology companies focused in the fields of medicine and information.

Also, the fund invests in cash (and cash equivalents) in times of adverse or unstable market, economic or political conditions.

The fund seeks capital appreciation in the long term by investing in small-size companies in 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 companies experiencing positive dynamic change.

The team believes companies undergoing positive dynamic change offer the best investment opportunities.

Additionally, the team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management.

Also, the team focuses on fast-growing companies that offer innovative products, services or technologies to a rapidly-expanding marketplace.

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 a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology and healthcare sectors.

Additionally, the fund can invest in foreign securities, including emerging market securities.

Also, the fund invests in cash (and cash equivalents) in times of adverse or unstable market, economic or political conditions.

The fund seeks capital appreciation in the long term by investing in small-size companies in 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 companies experiencing positive dynamic change.

The team believes companies undergoing positive dynamic change offer the best investment opportunities.

Additionally, the team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management.

Also, the team focuses on fast-growing companies that offer innovative products, services or technologies to a rapidly-expanding marketplace.

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 a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology, healthcare, and consumer discretionary sectors.

Additionally, the fund can invest in foreign securities.

Also, the fund invests in cash (and cash equivalents) in times of adverse or unstable market, economic or political conditions.

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

The investment process is designed to identify companies of any market capitalization that demonstrate promising growth outlook.

The research team uses fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the technology, consumer discretionary, and health care sectors.

The fund seeks capital appreciation in the long term 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 focuses on companies experiencing positive dynamic change.

The team believes companies undergoing positive dynamic change offer the best investment opportunities.

Additionally, the team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new management.

In selecting securities for the portfolio, the research team focuses on companies that have sustainable earnings, reasonable valuations and a distinct competitive advantage.

Also, the team invests in Foundation growth stocks and Opportunity growth stocks.

Foundation growth stocks are companies led by experienced management teams, with innovative business models and the potential for high sales and earnings growth.

Opportunity growth stocks are companies whose earnings may be temporarily depressed, but demonstrating potential for reaccelerated earnings.

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.

Generally, the portfolio holds approximately 50 holdings.

The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology, healthcare, and consumer discretionary sectors.

Additionally, the fund can invest in foreign securities, including emerging market securities.