The fund seeks capital appreciation in the long term by investing in small-and 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 significantly in U.S. companies.

The team favors companies with a superior business franchise that offers growth potential.

In addition, the team focuses on companies that possess products and services in which the company has a competitive advantage.

Also, the team prefers companies that are trading at reasonable valuations.

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 also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

The fund seeks capital appreciation in the long term by investing in small-and mid-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 for quality growth companies trading at reasonable valuations.

The team prefers companies that are innovative, operate within a favorable market structure with high barriers to entry and enjoy structural growth tailwinds.

In addition, the team focuses on companies with a superior business franchise that offers growth potential.

The team assesses if the company’s products and services have a competitive advantage.

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 foreign companies in developed markets such as Japan, Canada and the United Kingdom, and in emerging markets such as China, India and Brazil.

Also, the fund may invest in larger-sized companies.
 

The fund seeks capital appreciation in the long term by investing in small-and mid-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 for quality growth companies trading at reasonable valuations.

The team prefers companies that are innovative, operate within a favorable market structure with high barriers to entry and enjoy structural growth tailwinds.

In addition, the team focuses on companies with a superior business franchise that offers growth potential.

The team assesses if the company’s products and services have a competitive advantage.

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 30 and 60 companies offering the potential to provide above-average growth over time.

The fund invests in foreign companies in developed markets such as Japan, Canada and the United Kingdom.

Additionally, the fund may invest up to 35% of its net assets in companies in emerging markets such as China, India and Brazil.

The fund generally invests in at least three countries other than the United States but may invest up to 25% of its net assets in securities of U.S. issuers.

Also, the fund may invest in larger-sized companies.
 

The fund seeks capital appreciation in the long term by investing in small-and 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 seeks to invest in companies with a superior business franchise that offers growth potential.

In addition, the team assesses if the company’s products and services have a competitive advantage.

Also, the team prefers companies that are trading at reasonable valuations relative to its assets and earning power.

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 up to 20% of its net assets in foreign securities.

Also, the fund may invest directly in foreign securities or indirectly through depositary receipts.

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

The investment process is designed to identify companies that are out of favor but exhibiting fundamentally strong business metrics.

The fund may also invest up to 20% of its net assets in securities of foreign issuers.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology-related sectors.

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

The investment process utilizes fundamental analysis to identify companies that are mispriced and have the potential to outperform.

The research team uses sector- and industry-specific stock selection models to construct the portfolio. The team focuses on companies that deliver superior returns over the long term.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology sector.

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

The investment process utilizes fundamental analysis to identify companies that are mispriced and have the potential to outperform the benchmark index.

The investment process starts with a list of companies and narrows the list that meet earnings, valuation and growth hurdles.

Next, the research team with the help of qualitative research and fundamental analysis identifies companies with a track record of earnings and growth and exhibit business models with sustained earnings power.

The investment team uses sector- and industry-specific stock selection models to construct the portfolio that meet risk guidelines.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector.

The fund may invest in derivatives, such as futures for cash equitization purposes.

The fund seeks total return 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 income-producing (dividend-paying) equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities.

The team focuses on securities of companies that are estimated to trade below their fair values.

In addition, the team prefers companies exhibiting the potential for long-term growth.

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 from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and the information technology sector.

Also, the fund may invest up to 20% of its net assets in foreign securities. However, the fund may invest directly in foreign securities or indirectly through depositary receipts.

The fund may invest up to 20% of its net assets in debt instruments, including those that, at the time of purchase, are rated below investment grade or are unrated.

The fund seeks primarily a high level of current income and secondarily growth of income and capital 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 equity securities.

The team focuses on dividend-paying common and preferred stocks.

In addition, the team favors securities of attractively-valued companies exhibiting the potential for long-term growth.

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 up to 25% of its net assets in foreign investments.

The fund seeks capital appreciation in the long term by investing in 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 favors securities of companies located in emerging market countries.

Emerging market countries include those countries whose economies are considered to be developing or emerging from under development.

In addition, the team prefers companies that are estimated to trade below their fair values and represent growth opportunities, or both.

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 also invest in companies through depositary receipts.

Also, the fund may invest in a variety of countries, industries and sectors.

From time to time, the fund may focus its investments in certain countries or geographic areas, including the Asia/Pacific region.

In addition, the team emphasizes companies that are experiencing special situations such as initial public offerings, tender offers, mergers and other corporate restructurings, and management changes or companies developing new technologies.

The fund seeks capital appreciation and income by investing in mega-and large-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 invests at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.

This may also include companies that have their securities traded on non-U.S. exchanges or that have securities that trade in the form of depositary receipts, companies that have been formed under the laws of non-U.S. countries, including those of emerging markets, or foreign currencies. 

The team considers a company to conduct its principal business activities outside the U.S. if it derives at least 50% of its revenue or profits from business outside the U.S. or has at least 50% of its sales or assets outside the U.S.

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 from time to time emphasize one or more sectors in selecting its investments, including the financial services sector.

Also, from time to time, the fund may focus its investments in certain countries or geographic areas, including Europe.

The fund may invest in derivatives, such as forward contracts for both hedging and non-hedging purposes.
 

The fund seeks capital appreciation 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 invests in securities of technology companies that may benefit from technological improvements, advancements or developments.

Technology companies include companies in technology-related industries or sectors, such as the information technology, communications, healthcare, media, consumer electronics, semi-conductor, internet commerce and advertising, environmental, aerospace and defense industries and sectors.

The research team invests at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.

This may also include companies that have their securities traded on non-U.S. exchanges, companies that have been formed under the laws of non-U.S. countries, or foreign currencies.

The team considers a company to conduct its principal business activities outside the U.S. if it derives at least 50% of its revenue or profits from business outside the U.S. or has at least 50% of its sales or assets outside the U.S.

In addition, the team prefers companies that have the potential for long-term growth.

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 at least 25% of the value of its net assets in the securities of issuers conducting their principal business activities in the technology and related group of industries.

Additionally, the fund may invest directly in foreign securities or indirectly through depositary receipts.

The fund has the flexibility to invest across market capitalizations but may invest a significant amount of its assets in smaller companies.

The fund seeks capital appreciation in the long term by investing in companies across any size in the Greater China region.

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.

According to the investment team, the Greater China region includes Hong Kong, The People’s Republic of China, Taiwan and certain other countries.

Next, the research team looks for companies that are estimated to trade below their fair values, or have the potential for long-term growth.

The team focuses on a company’s country of organization, its primary stock exchange listing, the source of its revenues, and the location of its assets.

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

Additionally, the fund may from time to time emphasize one or more sectors in selecting its investments, including the communication services and consumer discretionary sectors.

The fund may also invest in securities of emerging market issuers.

The fund is non-diversified, which means that it can invest a greater percentage of its assets in the securities of fewer issuers than can a diversified fund.
 

The fund seeks total return 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 invests in income-producing (dividend-paying) securities of foreign companies, including securities of companies in emerging market countries.

The team prefers attractively valued companies that exhibit the potential for long-term growth.

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 from time to time emphasize one or more sectors in selecting its investments, including the financial services sector.

Also, the fund may invest directly in foreign securities or indirectly through depositary receipts.

From time to time, the fund may focus its investments in certain countries or geographic areas, including the Asia/Pacific region and Europe.

The fund seeks to outperform total return performance of the benchmark index by investing in large-size companies in the United States.

The investment process utilizes fundamental analysis to identify companies that have the potential to outperform.

The research team uses sector- and industry-specific stock selection models to construct the portfolio. The team focuses on companies that deliver superior returns over the long term.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology sector.

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 highlight companies exhibiting above-average earnings growth potential not yet recognized by investors. The team aims to capitalize on the market’s misperceptions of growth potential.

The research team uses fundamental analysis to identify companies with expanding market opportunities, sustainable competitive advantages, free-cash-flow generation and the potential to accelerate returns on invested capital.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the consumer discretionary and technology sector.

The fund has the flexibility to invest up to 20% of its net assets in foreign 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 highlight companies exhibiting above-average earnings growth potential not yet recognized by investors. The team aims to capitalize on the market’s misperceptions of growth potential.

The research team strives to capture alpha (excess return to its benchmark) from irrational behavior of investors and managing exposure to environmental, social and governance risk.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology sector.

The fund has the flexibility to invest up to 20% of its net assets in foreign securities. 

The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in large-size companies in the United States.

The investment process employs a value-oriented approach to identify companies that are mispriced and have the potential to outperform.

Next, the research team focuses on dividend-paying companies. The team also combines fundamental and systematic research to understand a company’s outlook and opportunity.

The fund manager constructs a portfolio of companies selected from a list favored by the research team and allocates assets to individual holdings consistent with its risk management principles.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector.

The fund may invest up to 25% of its net assets in securities of foreign issuers.

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

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

The fund seeks to replicate total return performance of the benchmark index before fees and expenses 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 uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The fund uses a proprietary tool designed to achieve full index replication, portfolio review, management and rebalancing.

The fund will typically emphasize within the portfolio those economic sectors emphasized by the Index, such as the financial services sector. 

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

The fund manages assets with the help of three sub-advisers. The sub-advisers are Arrowstreet Capital, Limited Partnership, Baillie Gifford Overseas Limited, and Causeway Capital Management LLC.

The fund allocates its net assets among different asset managers that utilize various investment styles and strategies to invest in securities of foreign companies.

The sub-advisers make investment decisions for their respective sleeves independently of one another.

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.

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, the manager may invest in stocks of non-U.S.-domiciled companies, and may invest in emerging market countries.

From time to time, the fund may focus its investments in certain countries or geographic areas, including Europe.

Additionally, the fund may emphasize one or more sectors in selecting its investments, including the financial services, and industrials sectors.
 

The fund seeks capital appreciation and current income by investing in companies across any size in the United States.

The fund manages assets with the help of two sub-advisers. The sub-advisers are Diamond Hill Capital Management, Inc. and Dimensional Fund Advisors LP.

The sub-advisers make investment decisions for their respective sleeves independently of one another.

The sub-advisers’ investment process seeks to identify undervalued companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector.

However, the fund may invest up to 20% of its net assets in debt instruments, 25% of its net assets in securities of foreign issuers.

Also, the fund has the flexibility to invest in derivatives, such as futures contracts, and may also hold/invest in cash, money market instruments or exchange-traded funds.

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 companies that are estimated to trade below their fair values with growth potential.

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, the manager invests in foreign companies, and has the flexibility to invest up to 20% of its net assets in emerging market countries.

From time to time, the fund may focus its investments in certain countries or geographic areas, including Europe and Japan.

When selecting investments, the fund may emphasize one or more sectors, including the financial services sector.
 

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 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, the manager invests in foreign companies in at least three countries, other than the United States, at any one time and may not invest more than 20% of its net assets in emerging markets.

Additionally, the fund may emphasize one or more sectors in selecting its investments, including the financial services sector.

The fund invests up to the greater of 20% of its net assets in a single country or industry, or 150% of the weighting of a single country or industry in the benchmark index.
 

The fund seeks capital appreciation and above-average income by investing in companies in the United States.

The investment process looks to invest in securities of companies principally engaged in the real estate industry, including real estate investment trusts.

The investment team considers a company to be principally engaged in the real estate industry if at least 50% of its gross income or net profits are attributable to the ownership, construction, management or sale of residential, commercial or industrial real estate.

Next, the research team focuses on niche companies with unique business models and possessing high-quality assets in markets with high barriers to entry, or companies with turnaround stories.

Then the manager constructs a concentrated 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 25 to 35 companies across a diversified set of real estate industries.

The fund is non-diversified, which means that it can invest a greater percentage of its net assets in the securities of fewer issuers than can a diversified fund.

The fund may invest in equity REITs, mortgage REITs and hybrid REITs.

The fund seeks capital appreciation in the long term by investing in 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 invests in securities of companies located in developed and emerging countries.

The research team invests at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.

This may also include companies that have their securities traded on non-U.S. exchanges, or have been formed under the laws of non-U.S. countries.

The team considers a company to conduct its principal business activities outside the U.S. if it derives at least 50% of its revenue from business outside the U.S. or has at least 50% of its assets outside the U.S.

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.

From time to time, the fund may focus its investments in certain countries or geographic areas, including Europe.

Also, the fund may from time to time emphasize one or more sectors in selecting its investments, including the healthcare and the information technology 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 undervalued companies not yet recognized by the market but estimated to have strong competitive advantages.

The research team uses fundamental techniques to look for companies with strong cash flow, balance sheets, returns, and improving earnings trends.

The fund may invest in both growth and value stocks, and has the flexibility to invest up to 20% of its net assets in securities of foreign issuers.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the technology sector.

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 techniques and fundamental analysis to identify investment opportunities.

The research team looks to identify financially strong companies demonstrating accelerated earnings than the broader economy.

The team narrows the investable universe to companies exhibiting superior growth potential.

The focused portfolio holds approximately 25 to 35 securities with no more than a 5% weight for an individual holding.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the consumer discretionary, health care, and technology sector. 

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

The investment process seeks to identify undervalued companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research process is driven by fundamental research focused on earnings drivers, return on investment and business fundamentals. The team also analyzes the earnings power and the sustainability of the business model.

Generally, the portfolio holds between 30 and 40 securities.

The fund may from time to time emphasize one or more sectors in selecting its investments, including the financial services 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 fundamental analysis to identify companies that exhibit accelerating earnings growth.

The research team favors companies that have identifiable potential catalysts to drive earnings forward. The fund attempts to exploit inefficiencies created by low market expectations.

The concentrated portfolio is designed to generate additional return compared to its benchmark index and mitigate risk.

The fund may invest up to 20% of its total assets in foreign securities but has the flexibility to emphasize one or more sectors in selecting its investments, including the financial services sector.    

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

The investment process starts with a list of companies in the benchmark index and then the research team with the help of qualitative analysis narrows the list that are trading at a discount historically, to their peers, or general market.

The team then narrows the list of investable companies by identifying the presence of near term catalysts to drive market valuation higher.

The fund may invest up to 25% of its net assets in foreign securities. From time to the fund may emphasize one or more sectors including financial services and may invest in real estate investment trusts.

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 invests in securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries.

Technology-related companies are those companies that use technology extensively to improve their business processes and applications.

The technology industry comprises information technology and communications, as well as medical, environmental and biotechnology.

The research team invests at least 40% of the fund’s net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S.

This may also include companies that have their securities traded on non-U.S. exchanges, or have been formed under the laws of non-U.S. countries.

The team considers a company to conduct its principal business activities outside the U.S. if it derives at least 50% of its revenue from business outside the U.S. or has at least 50% of its assets outside the U.S.

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 in securities of companies domiciled in any country, and also, generally invests in several countries in different geographic regions
Additionally, the fund may invest in all types of securities, many of which will be denominated in currencies other than the U.S. dollar.

The fund also may invest up to 20% of its net assets in preferred stock and investment-grade or comparable quality debt securities.

Also, the fund is non-diversified, which means that it can invest a greater percentage of its assets in the securities of fewer issuers than can a diversified fund.

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 have the potential for long-term, above-average earnings growth.

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 from time to time emphasize one or more sectors in selecting its investments, including the health care and information technology sectors.

Also, the fund may invest up to 20% of its net assets in foreign securities.

Additionally, the fund may invest in special situations, such as companies involved in initial public offerings, tender offers, mergers and other corporate restructurings, and in companies involved in management changes or companies developing new technologies.

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

The investment process starts with a list of companies in the benchmark index and then the research team with the help of qualitative analysis narrows the list that are trading at a discount historically, to their peers, or general market.

In addition, the team also identifies companies that are likely to benefit from the themes based on economic trend analysis and reduce stock specific risk.

The fund may invest up to 20% of its net assets in foreign securities and may invest 20% in real estate investment trusts.  From time to the fund may emphasize one or more sectors including financial services.

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

The investment process starts with a list of companies in the benchmark index and then the research team with the help of qualitative analysis narrows the list that are trading at a discount historically, to their peers, or general market.

The team with the help of quantitative and qualitative analysis identifies reasons of undervaluation and evaluates companies’ capabilities or market conditions to lead to higher valuations in the near future.

The fund may invest up to 20% of its net assets in foreign securities and may invest in real estate investment trusts.  From time to the fund may emphasize one or more sectors including financial services.