The fund seeks to appreciate capital by investing in large-size U.S. companies.

The investment process starts with a list of companies in the benchmark with market capitalization above $5 billion. The research team narrows the investable universe to a list of companies that meet growth, size and quality of earnings criteria.

The team then analyzes earnings using qualitative analysis and also evaluates management track record, business sustainability and management culture. The select list of companies are then evaluated for their long-term growth and valuation and compared to their current market prices. The funds favors companies trading at attractive prices to their long-term intrinsic valuations.

The fund seeks total return including dividend income by investing in communication sector companies.

The investment process starts with a list of companies engaged in the research, development and manufacturing of communication products and technologies and providing communication services including Internet based data-networks, gaming and streaming services.

The fund has the flexibility to invest in the U.S. and international and including emerging markets.

The fund seeks to appreciate capital and generate current income by investing in large-size U.S. companies.

The investment process focuses on companies with market cap higher than $10 billion and using quantitative models to identify companies with earnings dynamism, attractive stock prices and sustainable business models.

The multi-factor model looks for historic sources of returns including valuation, momentum, profitability, and earnings and sales growth. The model allocates different weights for different industry groupings.

The fund attempts to create a portfolio of high conviction stocks that are likely to generate excess return to the benchmark while maintaining a risk profile.

The fund seeks to appreciate capital and generate current income through dividend by investing in U.S. companies.

The investment process is based on a belief that the cash flow driven accounting metrics and ratios provide better insights than the traditional accounting based metrics to the company’s valuation, performance and health.  

The fund only invests from the universe of approximately 400 largest companies in the database of CROCI Investment Strategy and Valuation Group, a unit within the DWS Group. The fund has a licensing arrangement with the unit. The fund generally selects about 40 companies with a dividend track record.

The investment process attempts to derive the value of the company by converting financial statements data using proprietary valuation techniques. The CROCI valuation focuses on measuring the economic value of the company rather than the accounting value of the company’s invested capital and return streams.

The fund’s objective is to appreciate capital in the long-term by investing in companies outside the United States.

The investment process is based on a belief that the cash flow driven accounting metrics and ratios provide better insights than the traditional accounting based metrics to the company’s valuation, performance and health.  

The fund only invests from the universe of approximately 400 largest companies located outside of North America in the database of CROCI Investment Strategy and Valuation Group, a unit within the DWS Group. The fund has a licensing arrangement with the unit.

Geographically, the fund is diversified and investments in Japan, France, U.K., Germany and Switzerland account for about 75% of total.

The fund seeks to appreciate capital by investing in U.S. companies.

The investment process is based on a belief that the cash flow driven accounting metrics and ratios provide better insights than the traditional accounting based metrics to the company’s valuation, performance and health. 

The fund only invests from the universe of approximately 400 largest companies in the database of CROCI Investment Strategy and Valuation Group, a unit within the DWS Group. The fund has a licensing arrangement with the unit. The fund generally selects about 40 companies with a dividend track record.

The investment process attempts to derive the value of the company by converting financial statements data using proprietary valuation techniques. The CROCI valuation focuses on measuring the economic value of the company rather than the accounting value of the company’s invested capital and return streams.

The fund believes that, over time, companies with favorable financial metrics including cash flows based company value and cheaper multiple to cash flow based earnings, will outperform other companies.  

The fund seeks to appreciate capital through investing in companies operating in emerging markets around the world.

The investment process combines the macro-economic outlook with the bottom up stock selection. The research team reviews the general investment climate and regulatory and economic trends by regions and countries. The top down views guide the team in deciding where to invest and how much assets to allocate.

The team then focuses on individual stock selection one country or the region at a time and identifies a list of companies using fundamental analysis, earnings outlook and positive stock price momentum.

The fund sells a stock if it lacks the presence of near term catalysts or fails to meet valuation on fundamental basis.

The fund seeks capital appreciation, income and growth in income through investing in companies that meet environmental, social and corporate governance criteria.

The investment process starts with a list of companies that meet ESG criteria based on a rating system developed by an affiliate of the fund. Then the research team looks for companies that meet criteria on earnings, growth, business sustainability and return on capital.

The fund’s portfolio is constructed with a view to maximize returns while balancing risk similar to its benchmark.

The ESG rating for each company is formulated using multiple factors including adherence to corporate governance principles, ESG performance relative to peer group, management effort to meet the United Nations’ Sustainable Development Goals and the company’s level of involvement in weapons and other controversial sectors.

The fund seeks capital appreciation by investing in companies located in the developed regions of Europe.

The investment process focuses on identifying established companies with above average earnings growth and sustainable business model and stocks trading at reasonable prices.

The research team relies on fundamental techniques and favors companies with solid financial statements, stable earnings and long-term structural growth.

The fund is geographically diversified and about 75% of total investments are allocated to companies in France, Germany, Switzerland, U.K., and the Netherlands.

The fund seeks total return including capital appreciation and current income through investing in equities, bonds, currencies and commodities.  

The investment process combines the top down macro-economic views with bottom-up research in deciding allocation among asset classes based on the research team’s broad market view.

The fund has the flexibility in investing any asset classes as long as it meets risk guidelines.

The fund’s objective is to appreciate capital through investing in small-size companies around the world including the United States.

The investment process starts with a list of companies that are in the bottom 30% of the benchmark. The research team then narrows the investable universe to a list of companies that meet size, quality and growth criteria on earnings, cash flows and return on investments.

The team then looks for companies with sustainable and attractive long-term growth outlook that are trading at a reasonable prices.

The fund generally has about 50% of its investment in the U.S. and 25% in Japan, Germany, France, U.K., and Canada.

The fund seeks to appreciate capital in the long-term by investing in the healthcare industry and companies promoting healthy lifestyle.

The investment process includes companies in the healthcare industry and other companies that provide products or services that promote or aid in achieving a healthy lifestyle. The fund concentrates at least 25% of its net assets in the healthcare sector and may invest up to 20% in U.S. Treasurys and government agency debts.

The investment process with the help of quantitative screens and analytical techniques narrows the list of investable companies to those with above-average earnings growth, high return on capital and strong financial statements. The team reviews individual companies for the quality of products or services portfolio, management and long-term sustainability of businesses.

The fund favors companies with unique products, above-average earnings growth and sustainable businesses trading at reasonable prices.

The fund seeks capital appreciation by primarily investing in international companies and to a lesser extent in the United States.

The investment process focuses on stock selection that meets growth, quality and price criteria. Quantitative research focuses on sectors and industries and in identifying trends and market leaders.

Then the research team analyzes individual companies using fundamental research techniques and qualitative evaluation of business models and management track records.

The fund favors companies with attractive growth profile, high strategic and operational business, and reasonable stock prices with long term appreciation potential.

Geographically the fund is diversified with investments in North and South America, Western Europe and Asia. About 55% of total assets are invested in Germany, France, Japan, Switzerland, and China.  

The fund seeks to generate long-term capital gain by investing in large-size U.S. companies.

The quantitative investment process is designed to pick stocks and create a risk balanced portfolio that delivers superior return to its benchmark. The fund primarily considers large-size companies and then screens for companies that meet earnings cash flow growth hurdles, return on investment criteria and are estimated to have attractive and sustainable long-term earnings growth.

The fund favors companies with financial strength, market leadership and superior earnings outlook compared to their peers or market benchmark. The concentrated fund also allocates capital using the quantitative model and follows a strict sell discipline.

The fund seeks long-term appreciation by investing in companies in Latin America.

The fund considers for the investment purpose companies operating in Mexico, Central and South America, and the Spanish-speaking islands of the Caribbean. The fund primarily invests in established companies of Mexico, Brazil, Chile, Argentina, Peru, Colombia and Panama.

The investment process uses financial screens, fundamental techniques and qualitative research in identifying companies with above-average earnings and sustainable business models in the long run.

The fund favors companies with financial strength, above-average earnings growth and successful management track record of reinvesting capital.

The fund seeks total return including capital appreciation and current income by investing in companies that own and/or operate physical infrastructure.

The investment process looks for companies around the world that own and/or operate physical infrastructure that support global economic growth. Some of the examples of infrastructure include energy pipeline network, communication towers, ports, electric energy producers or network operators, and bridges and tunnel operators.

The fund looks for companies in each region of the world that offer superior risk-reward profile and favors companies that are estimated to create shareholder value in the longer-term.

The fund seeks to generate total return including income by investing in equity or debt securities issued by real estate companies around the world.

The investment process starts with macro-economic analysis and arrives at regional asset allocation based on investment climate, regulatory and political trends and economic growth outlook.

The research team then looks for investment opportunities in individual countries based on the supply and demand characteristics in each country across all classes of real estate including residential, commercial, retail, industrial, healthcare and technology.

The fund looks for companies with positive or improving fundamentals, high quality portfolios and financially strong operators.

The fund favors real estate investment trusts for their liquidity and pass through income to shareholders.

The fund seeks total return in excess of inflation by investing in companies outside 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 invests in a combination of investments that offer exposure to real assets.

The fund seeks exposure to real assets categories such as real estate, commodities, natural resource related equities, infrastructure, gold and other precious metals, master limited partnerships, Treasury Inflation-Protected Securities and other fixed income securities.

Also, the research team integrates environmental, social and governance factors as part of its process.

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 generally invests between 25% and 75% of its net assets in securities of foreign issuers, including up to 10% of fund assets in issuers located in countries with new or emerging markets.

In addition, the fund may invest up to 10% of its net assets in affiliated and unaffiliated exchange-traded funds and may also invest in certain other securities, including fixed income securities, and derivative instruments, including gold futures contracts and other commodity-linked futures.

Additionally, the fund may invest up to 25% of its net assets in a wholly owned subsidiary formed under the laws of the Cayman Islands (the Subsidiary).

Generally, the Subsidiary will invest in commodity-linked derivative instruments (including, but not limited to, futures contracts, options, and total return swaps) and fixed income instruments, some of which may serve as margin or collateral for the Subsidiary’s derivatives positions.

The fund seeks total return by investing in securities issued by real estate companies in the U.S.

The investment process starts with a list of companies included in the benchmark and then the research team narrows the investable universe with the help of fundamental techniques and quantitative research.

The research team then narrows the list with the help of the qualitative analysis of financial and management structures and business strategies. The fund favors companies operating in large metropolitan areas with positive supply demand fundamentals in the markets they operate, strong financial statements, and track record of above-average dividend payment.

The fund invests across all sectors of real estate including residential, industrial, commercial, healthcare and technology.

The fud seeks to appreciate capital by investing technology sector.

The investment process is driven by finding tech and science companies with market leadership, quality management, superior financial statements and attractive long-term growth prospects.

The research process relies on both quantitative and qualitative aspects of stock selection and also focuses on a top down analysis of individual industry sectors. The sectors that are estimated to undergo positive changes are likely to get higher allocation of capital.

The fund generally invests in large-cap companies in the U.S. but has the flexibility to invest across all market capitalizations and up to 35% of its holdings in international tech companies including in emerging markets.

The fund seeks to appreciate capital in the long-term by investing in small-size companies in the U.S.

The investment process starts with a list of companies in the benchmark and narrows the investable list using financial and quantitative screens. The research team identifies companies with high cash flow yields, strong return on capital, and strong and sustainable cash flows.

The team then also reviews management effectiveness and track record of allocating capital and governance practices.

The fund favors companies that meet its qualitative and quantitative metrics and allocates sector weights based on stock selection and not necessarily reflect benchmark.

The fund seeks capital appreciation by investing in small-size companies in the U.S.

The investment process starts with a list of companies in the benchmark index and then the research team narrows the investable universe to a list of companies that meet intermediate and long-term growth criteria. The team then delves into finding companies with durable earnings growth, high return on investment and attractive cash flow yields.

The team also reviews in-depth management strategy and looks for companies that have a potential to be market leaders in their industries in the long-term. The companies with superior free cash flows that are able to finance future growth are favored.