The fund seeks current income and capital appreciation in the long term by investing in companies across any size in emerging market countries.

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, an emerging market country is any country that has been determined by an international organization, such as the World Bank, to have a relatively low to middle income economy.

Additionally, the investment team considers companies that are organized in, maintain at least 50% of their assets in, or derive at least 50% of their revenues from, emerging market countries.

Next, the research team focuses on high-quality companies demonstrating dividends and earnings 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.

The manager invests approximately the same amount in each stock in the portfolio at the time of original purchase. This approach avoids the overweighting of any individual security being purchased.

The diversified portfolio holds approximately 60 to 70 stocks across 15 to 25 industries.

Generally, the fund will not invest more than 30% of its net assets in any one country.

As part of its strategy, the fund will selectively write covered call options in order to generate additional income.

The fund seeks capital appreciation in the long term and current income by investing in mid-and large-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 common stocks of dividend-paying companies.

In addition, the team focuses on a company’s valuation multiples on the basis of earnings.

Also, the team prefers companies that possess above-average earnings and dividend 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.

The fund may invest up to 30% of its net assets in foreign securities through American Depositary Receipts, which trade on U.S. exchanges.
 

The fund seeks capital appreciation in the long term and current income by investing in mid-and large-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 common stocks of dividend-paying 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 fund may invest up to 30% of its net assets in foreign securities through American Depositary Receipts, which trade on U.S. exchanges.
 

The fund seeks capital appreciation in the long term and current income by investing in mid-and large-size companies with dividend payment history 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 world leading companies that are inexpensive on the basis of earnings generating high dividend yields.

The team also looks for companies demonstrating excellent dividends and earnings growth potential over the long term.

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 approximately the same amount in each stock in the portfolio at the time of original purchase. This approach avoids the overweighting of any individual security being purchased.

The diversified portfolio holds approximately 40 to 50 stocks across all 10 market sectors.

The fund invests in companies located in developed countries and, to a lesser extent, those located in emerging markets.

Also, the fund may consider investments in companies in the United Kingdom and the European Union.

Additionally, the fund may invest in developed and emerging stock markets in Asia, such as Hong Kong, China, Singapore, Korea, Taiwan, Malaysia and Thailand.

Other developed and emerging stock markets such as Australia, New Zealand, South Africa, Canada and Mexico also may be considered.

As part of its strategy, the fund will selectively write covered call options in order to generate additional income.
 

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

The quantitative and disciplined investment process starts with a list of companies in the benchmark index. Next, the research team narrows the focus on stocks that are estimated to trade at low valuation ratios and are expected to attain their long term growth outlook.

The research team then looks for the presence of catalysts that could lead to higher revaluation of stocks.

With an investment horizon of five years, the fund favors stocks that are estimated to generate long-term shareholder returns.

The fund attempts to generate excess return to its benchmark based on a five-year annualized horizon.

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 employs a disciplined, value approach to identify companies demonstrating above-average earnings growth potential.

Next, the research process focuses on individual companies and selects high-quality companies with the presence of near-term catalysts that drive solid earnings growth and multiple expansion.

Investment team relying on research constructs a diversified portfolio of approximately 30 to 40 stocks across 15 to 25 industries.

The manager invests approximately the same amount in each stock in the portfolio at the time of original purchase. This approach avoids the overweighting of any individual security being purchased.

The fund may invest up to 30% of its net assets in securities of foreign issuers, including up to 10% of its net assets in securities of emerging market issuers.

As part of its strategy, the fund will selectively write covered call options in order to generate additional income.

The fund aims to generate returns that consistently exceed those of its benchmarks over the rolling 5-year periods.