The fund seeks to invest in large-size companies and mitigate market volatility and market declines with the help of covered calls.

Ziegler Capital Management, LLC, the sub-advisor to the fund generally focuses on large-cap companies with market capitalization of above $10 billion and strong financial position, recent management changes and the outlook of the industry where the company operates.

While writing a covered call option, the sub-advisor also reviews overall market conditions and overall outlook for the industry and the company. Time horizon for the covered call is based on the depth of the implied volatility. Higher implied volatility leads to longer expirations, locking in potentially higher call premiums and lower implied volatility leads to shorter-dated options with smaller premiums.

Covered call strategy generally leads to frequent trading, higher portfolio turnover and higher short-term capital gain with tax implications.

The fund focuses on large companies located in emerging markets.

The bottom-up stock selection is driven by fundamental research process in discovering companies with structural advantage, leading market positions, strong balance sheet and an established core customer base.

The actively managed fund looks for long term investment opportunity but the manager is prepared to make tactical allocation and follows a strict sell discipline.

The fund diversifies its nearly 120 holdings in China, India, South Korea, Taiwan, Brazil, Mexico and Turkey. China, India, Taiwan and South Korea account for 75% of fund’s investment.

The fund looks to grow capital by avoiding market losses.

The investment process focuses on large cap companies that are trading below their intrinsic value. The fundamental research process looks for financially strong companies with stable earnings and cash flow and a management with a track record of rewarding shareholders.

The research process also takes into account macro-economic views, interest rate trends, industry dynamic and the company’s position in the industry.

The concentrated fund holds about 33% of its assets in top 10 names and the fund is diversified across all sectors of the economy.

The fund seeks to invest in companies around the world including the United States that are estimated to be mispriced.

The investment process is focused on screening companies that meet certain financial strength, valuation and business fundamentals based criteria and then narrowing down the list to learn how the company creates value. The selected companies are monitored for quarterly performance and investor sentiment.

The fund generally invests in companies with market cap of more than $25 billion.

About one third of the fund’s assets are invested in the U.S. and France, Japan and Switzerland account for another one third. Moreover, the manager allocated nearly half of the fund’s assets in consumer staples sector including food, beverage and personal products makers that are not affected by business cycles.

The fund targets to deliver total return ahead of inflation by investing in real estate linked securities around world.

The investment process allocates as much as 80% of its assets in real estate trusts and operators and companies active in infrastructure and natural resources. The fund also has the flexibility to invest in inflation-linked securities issued by the governments and mortgage backed and select asset backed securities. 

Active investment style creates a significant turnover in the fund with tax implications.

The fund seeks to invest in large-sized companies with the aim of growing capital and earnings dividend income.

The investment process looks for companies with financial strength, stable earnings and cash flows and dividend history. The research team looks for companies that have a potential to grow in the long-term and are estimated to have stocks that are lagging their intrinsic or long term values.

With the help of value investment discipline, the investment team controls downside risk by selecting companies that are offering an attractive margin of discount. Moreover, the team also evaluates the current and expected economic and interest rate conditions and trends.

The fund is diversified across all segments of the economy and about one third of the portfolio is allocated to the top 10 holdings.

The fund looks to invest in large-size companies with potential of earnings surprise in the near future.

Smith Asset Management Group, L.P., sub-advisor to the fund plans to build a portfolio of stocks using proprietary valuation, earnings and financial strength related metrics.

The investment selection process begins with the universe of large-, mid- and small-cap companies and narrows the list down to less than 100 companies that are expected to deliver higher than expected earnings. The research team relies on earnings quality and change in earnings expectations along with fundamental business criteria to determine the list of stocks to invest.

The fund is diversified across all sectors of the economy and top 10 holdings account for about 40% of the assets.

The healthcare focused fund looks for investment opportunities around the world including emerging markets.

Investment process of the fund is designed to discover companies with attractive business franchise, stocks trading at attractive valuations and significant long-term growth potential.

The diversified fund invests in large and small medical products makers and biotech companies, large health insurance services providers and medical distributors.

The fund allocates its assets across more than 100 companies and top 10 holdings account for 45%.

The fund seeks to generate total return while preserving capital using options strategy.

Wellington Management Company LLP, the sub-advisor to the fund allocates the fund’s assets among various investment styles including growth, value, high quality and low volatility. The sub-advisor then uses a distinct investment philosophy and analytical process to determine a list of securities to invest based on fundamental research.

The investment team then manages the overall risk in the portfolio, market downturn or risks related to significant events, using call and put options. However, the team does not look to manage risk associated with individual stock or group of stocks.

Hedging activities are designed to limit downside risks but will also limit fund’s return potential especially during the periods of sustained or rapid market gains. Hedging fees and expenses may further reduce returns.

The fund seeks to invest in international companies outside the United States with market capitalization of less than $5 billion.

The investment process relies on stock selection based on fundamental criteria and industry research in local markets. Investment decisions are driven by the belief in the philosophy that companies undergoing positive change generally lasts longer than the market estimate. This longer than expected positive business environment are likely to generate larger than expected increase in earnings over a longer period of time.

The fund primarily invests in developed markets but the fund may invest as much as 30% of its assets in emerging markets.

The fund seeks to invest in international companies that are out-of-favor with investors and have potential for improvement.

Investment process relies on fundamental research in discovering companies outside of the United States that are facing temporary problems or are in industries that may be of out of favor with investors.

The fund may concentrate investing in consumer staples sector; the makers and distributors of household goods and services such as food, beverages, tobacco, personal products and services.

The concentrated fund generally holds less than 30 stocks and holdings in France, Japan, Switzerland and Germany account for 65% of total assets. The active investment style generates high portfolio turnover that may lead to significant tax impact to investors.

The fund seeks to invest in mid-sized companies that are estimated to trade below their future potential or the estimated underlying value.

The investment process is focused on understanding the business fundamentals, asset values and growth drivers. The research process is targeted in understanding financial strength, its management focus and near-term objectives and sources and drivers of free cash flow growth.

The investment team places higher emphasis on understanding downside risks in investments. The fund prefers to invest in companies that are likely to regain their intrinsic values based on future potential either through debt reduction, or operational improvement or expand portfolio of products or services.

The fund generally looks to invest for the long term with portfolio turnover of less than 15% and about 20% of investments are in top 10 holdings.

The fund generally invests in companies with market capitalization between $2.5 billion and $35 billion.

The fund seeks to invest in mid-sized companies that are estimated to trade below their future potential or the estimated underlying value.

The investment process is focused on understanding the business fundamentals, asset values and growth drivers. The research process is targeted in understanding financial strength, its management focus and near-term objectives and sources and drivers of free cash flow growth.

However, the primary mission of the research process is to value underlying assets of the company and its earnings power in the long term and not the earnings growth estimate in the near term.

The investment team places higher emphasis on understanding downside risks in investments. The fund prefers to invest in companies that are likely to regain their intrinsic values based on future potential either through debt reduction, or operational improvement or expand portfolio of products or services.

The fund generally looks to invest for the long term and about 20% of investments are in top 10 holdings.

The fund generally invests in companies with market capitalization between $7 billion and $18 billion.

The fund seeks to invest in small to large-cap companies with a track record of earnings and cash flow.  

The stock selection process is fundamental research driven and portfolio construction is focused on limiting the downside market risks. With 60 to 80 stocks in portfolio, the fund has about 45% of its assets in top 10 holdings.

The fund is diversified across all economic sectors in the market based on the macro-economic views held by the investment team. The active investment style is likely to generate higher turnover in the fund if market volatility persists.

The small cap focused fund is looking to generate consistent return superior to the benchmark by finding high quality companies.

The bottom-up stock selection process is driven by fundamental research but keeping in mind macro-economic views and investment themes. The fund looks to select companies with sustainable business model, track record of rising earnings cash flows, and shareholder focused management.

Portfolio of holdings is spread across as many 150 names and about 14% of assets is held in top 10 companies with the largest weight of 2% or less.

The fund seeks to invest in small-sized companies with above average sustainable earnings growth.

The investment process combines bottom up stock selection based on company fundamentals with the industry or business themes. The research team delves deeper in understanding earnings and cash flow drivers and their sustainability.

The small cap fund generally invests in 35 to 50 stocks with market capitalization between $2 billion and $5 billion. The thematic active investment approach does lead to high portfolio turnover above 130%.

The fund seeks to invest in small companies with lagging stock prices and are expected to rebound to their estimated values.

The disciplined investment process is fundamental research driven in understanding drivers, generators and nature of cash flow. Research team is divided along sectors and the fund is diversified across all sectors in the economy.

The fund is managed by an investment team of five managers with a consensus decision making process.

The fund seeks to invest in growth companies that are enjoying demand driven growth.

The fund focuses on selecting companies based on thematic approach in small to mid-cap market segment that are benefiting from the rising demand trends and have a core and loyal customer base.

The fund’s investment approach and sector allocation is driven by its view on the longevity and the phase of the economic cycles and forward looking earnings views. 

The fund allocates about 40% of its assets in top 10 holdings with maximum position size limited to 5%.

The fund allocates assets between stocks, bonds and cash equivalents to generate capital growth and balance risk.

The investment process first decides allocation to stocks and bonds based on the market valuations and expected economic conditions in the near-future. The team then looks for investment opportunities across all market capitalization in stocks. In the bond portion, the fund looks to invest in U.S. government bonds, corporate bonds including high yield bonds and government agency mortgage bonds.

The fund generally has 50% of its assets in stocks and convertible securities and the rest is divided among other assets.

The fund looks to generate positive returns in the long term by investing in companies with out of favor stocks.

The investment process focuses on large cap companies with strong balance sheet, healthy business models and with lagging stock prices. The bottom-up stock selection process is married with the macro-economic views and current market conditions. Moreover, portfolio is built to capture most of the market upside but avoid most of the downside.

Concentrated fund seeks to equal weight holdings in 30 names and diversify across all economic sectors.

The international fund seeks to invest in companies based outside the United States.

The fund is sub-advised by EARNEST Partners LLC and Acadian Asset Management LLC with a target to look for opportunities in the large and mid-cap segment of the market.

EARNEST looks for companies that are expected to outperform in the current market environment. The subadvisor looks for the peak performance of the company and stock and matches the market and business environment to decide the best list of companies to invest.

Acadian uses a quantitative investment approach based on 20 proprietary metrics to build a portfolio of stocks that are expected to generate superior expected returns. The list is further optimized for portfolio allocation based on location, industry and perceive level of risk and transaction cost.

The fund generally invests between the market capitalization range of $2 billion and higher

The fund seeks to invest in large-sized companies in the U.S. with attractive growth characteristics.

The fund is sub-advised by T Rowe Price Associates, Inc and ClearBridge Investments LLC in selecting large cap companies that are generally in the market capitalization range between $550 billion $1.5 trillion.

The sleeve managed by T. Rowe Price focuses on identifying companies growing at a faster rate than the economy and inflation under the belief that the stock market will eventually reward these companies at higher valuations. The subadvisor looks for companies with strong financial strength, management track record of excellence and earnings growth superior than its peers.

The sleeve managed by ClearBridge looks for companies that are uniquely positioned with a strong leadership position in products, distribution or services. The subadvisor is quick to sell its position if companies no longer exhibit dominating position in the market.  

The fund has invested about 43% of its assets in top 10 holdings.

The fund seeks to invest in large-sized companies in the U.S. that are estimated to be trading below their estimate future values.

The fund is currently sub-advised by Massachusetts Financial Service Company and Rothschild & Company with target investments in companies with market cap of at least $550 billion.

MFS looks for companies with established niche in the market, strong financial position with lagging stock prices to the earnings power of the company. The sub advisor looks for stocks using quantitative and qualitative screening metrics and also applies environmental, social and governance factors.

Rothschild looks for companies with strong financials and attractive valuations but with improving business fundamentals. The subadvisor also has short term outlook with a strong sell discipline and downside risk management.

The fund allocates about 25% of its assets in top 10 holdings and the portfolio is generally diversified in 130 companies.

The fund’s two subadvisors seek investments in small and md-sized companies in the United States.

Columbus Circle Investors looks for companies that have attractive with earnings momentum and builds portfolio with the ability to generate returns better than the Russell 2500 Growth Index. The subadvisor relies on company and industry research and develops a deeper understanding of company’s earnings growth and its drivers.  The research team looks for positive earnings momentum that is likely to sustain.

Peregrine Capital Management, LLC looks for companies that are mispriced in stock market because what it believes is information gap. The investment process looks to develop a composite profile of each company that it deems investable based on four variables. Management quality, growth opportunity for the company, quality of the company’s products and services and trends in income statement and balance sheet variables.

The fund invests in small and mid-sized companies in the United States with

The fund has selected two subadvisors LSV Asset Management and Westwood Management Corp. to target investments in market capitalization between $550 million and $35 billion.

LSV manages its sleeve of the fund based on quantitative models ranking companies based on earnings based valuations and near term price momentum. The manager bases its buy and sell decision based on the improving and weakening rankings on the momentum scale.

Westwood manages its sleeve of the fund based on value investment principles providing a defensive strategy for the fund. The investment team looks for companies that are estimated to be undervalued and are estimated to regain in the near-term. The team also has a strict sell discipline and control risk profile.