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

The investment process is driven by companies which may increase in value due to the development, advancement or commercial application of innovative strategies.

The investment team believes companies engaged in innovative strategies are engaged in the pursuit to discover, develop and commercialize products, services or intellectual property.

Then the research team utilizes in-house research to screen companies with capable management teams, free cash flow, scalable business models with a competitive advantage, and a history of high and increasing margins, conservative debt, and attractive valuations.

The team prefers premier growth companies with innovative products, services, or intellectual property.

The team seeks to identify companies that are expected to benefit from innovation and may have potential revenue growth in excess of the gross domestic product growth rate.

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

The portfolio holds 65 to 85 securities across various market capitalizations.

The manager invests in companies across all sectors and may have significant investments in the technology sector.

In addition, the fund may invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts and securities of foreign companies that are traded on U.S. stock exchanges.

The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in companies across any size 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 invests in dividend-paying equity securities, consisting of common stocks, preferred stocks, rights, warrants and convertible securities.

The team considers dividend-paying equity securities to be securities of companies that declare and pay cash dividends on at least an annual basis.

Additionally, the team emphasizes dividend-paying securities that have exhibited a track record of growth of dividends.

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.

In addition, the fund may invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts and securities of foreign companies that are traded on U.S. stock exchanges.

The fund may invest in securities of companies of any size, but will focus on large-cap companies.

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 invests in equity securities of early stage growth companies.

The team seeks to identify companies that are estimated to have potential revenue growth in excess of the gross domestic product growth rate.

In addition, the team screens companies having attractive valuation, proven management teams, conservative debt, free cash flow, scalable business models, and competitive advantages.

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

The portfolio typically holds between 50 and 70 positions.

The fund may invest in companies in any sector, and may have significant investments in the information technology sector.

Additionally, the fund may also invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts and equity securities of foreign companies that are traded on U.S. stock exchanges.

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

The sub-adviser’s investment process is designed to highlight companies demonstrating growth prospects faster than the broader economy over a three-to-five year cycle.

The research team uses quantitative techniques to identify companies exhibiting attractive valuation and free cash flow and return on capital.

The investment team then using qualitative research evaluates business sustainability, earnings durability and management track record.

The portfolio holds approximately 50 to 70 securities with market capitalization greater than $5 billion at time of purchase. The fund favor companies that are expected to deliver long-term growth based on secular trends. 

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 considers foreign securities as those securities issued by companies that are organized under the laws of, or with a principal office in, a country other than the U.S. and issue securities for which the principal trading market is in a country other than the U.S, or that derive at least 50% of their revenues or profits from goods produced or sold, investments made, or services provided in a country other than the U.S., or have at least 50% of their assets in a country other than the U.S.

The research process is driven by fundamental analysis of one stock at a time. When evaluating individual securities, the research team prefers companies that are estimated to grow based on industry, technological, global or other trends.

Other factors the team considers are companies with attractive valuation, management strength, conservative debt, free cash flow, scalable business models, and competitive advantages.

The team will also consider the economic, political and market conditions of the various countries in which the fund may invest.

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 between 65 and 85 positions across various market caps.

The manager focuses on companies that are economically tied to various countries throughout the world (excluding the U.S.).

Also, the fund may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries.

The fund has the flexibility to invest up to 35% of its net assets in emerging markets.

The fund may invest in securities of companies of any size and in any sector.
 

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

The sub-adviser’s investment process is designed to highlight companies demonstrating growth prospects faster than the broader economy over a three-to-five year cycle.

The research team uses quantitative techniques to identify companies exhibiting attractive valuation and free cash flow and return on capital.

The investment team then using qualitative research evaluates business sustainability, earnings durability and management track record.

The portfolio holds approximately 50 to 70 securities with market capitalization greater than $5 billion at time of purchase. The fund attempts to diversify across economic sectors but may concentrate in the information technology sector. 

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 invests in equity securities.

The team prefers growth companies with attractive valuations, proven management teams, conservative debt, free cash flow, scalable business models with a competitive advantage, and a track record of high and increasing margins.

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 between 50 and 70 positions.

The fund may invest in companies in any sector.

In addition, the fund may invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts and securities of foreign companies that are traded on U.S. stock exchanges.

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 invests in companies that are estimated to experience growth.

The team seeks to identify companies that are estimated to have potential revenue growth in excess of the gross domestic product growth rate.

In addition, the team screens companies having attractive valuation, proven management teams, conservative debt, free cash flow, scalable business models, and competitive advantages.

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

The portfolio typically holds between 60 and 80 positions.

The fund may invest in companies in any sector, and may have significant investments in the healthcare sector.

Additionally, the fund may also invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts and securities of foreign companies that are traded on U.S. stock exchanges.