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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative and qualitative analyses to identify companies that have the potential for above-average investment returns.

The team narrows the investable universe on the basis of valuation, growth and profitability, quality and investor sentiment. The portfolio is built of only highly-ranked or the most statistically attractive companies.

The fund makes investment decisions consistent with the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines.

The fund is designed to avoid investments in companies that are believed to be involved with abortion, contraception, pornography, stem cell research/human cloning, weapons of mass destruction, or other enterprises that conflict with the USCCB Guidelines.

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.

Then the research team seeks to identify companies that have the potential for above-average investment returns.

Next, the team ranks and then evaluates highly-ranked securities for purchase based on fundamental data and macroeconomic considerations.

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 will invest in at least three countries, including the United States, and at least 40% of its net assets will be invested in non-U.S. companies, in both developed and emerging market countries.

The investment team considers a company to be a non-U.S. company if 50% of the company’s assets are located outside of the United States or 50% of the company’s revenues are generated outside of the United States, or the company maintains its principal place of business outside of the United States.

The fund makes investment decisions consistent with the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines.

The fund is designed to avoid investments in companies that are believed to be involved with abortion, contraception, pornography, stem cell research/human cloning, weapons of mass destruction, or other enterprises that conflict with the USCCB Guidelines.

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative and qualitative analyses to identify companies that have the potential for above-average investment returns.

The team narrows the investable universe on the basis of valuation, growth and profitability, quality and investor sentiment. The portfolio is built of only highly-ranked or the most statistically attractive companies.

The fund makes investment decisions consistent with the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines.

The fund is designed to avoid investments in companies that are believed to be involved with abortion, contraception, pornography, stem cell research/human cloning, weapons of mass destruction, or other enterprises that conflict with the USCCB Guidelines.

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 that have above-average investment potential.

As part of the quantitative process, the team seeks to understand the market regime or investment environment.

The team employs four super-factors such as valuation, growth and profitability, quality and investor sentiment to rank the investable universe by decile (1 = attractive, 10 = unattractive).

Generally, the team selects companies that are in the top three deciles, or the most statistically attractive companies.

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 consists of only highly ranked companies.

Additionally, the fund makes investment decisions consistent with the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines.

The fund is designed to avoid investments in companies that are believed to be involved with abortion, contraception, pornography, stem cell research/human cloning, weapons of mass destruction, or other enterprises that conflict with the USCCB Guidelines.