The fund seeks to maximize capital appreciation 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 utilizes a growth style of investment to invest in emerging markets companies.

According to the team, emerging market companies are companies organized under the laws of an emerging market country or having securities which are traded principally on an exchange or over-the-counter in an emerging market country.

The team also considers companies which, regardless of where organized or traded, have a significant amount of assets located in and/or derive a significant amount of their revenues from goods purchased or sold, investments made or services performed in or with emerging market countries.

In addition, the team evaluates fundamental factors, including the company’s business model, the competitive landscape, upcoming product introductions and recent and projected financial metrics.

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

Other factors that the team evaluates include price and volume trends, relative strength and institutional interest.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team also utilizes macroeconomic or country-specific analyses to evaluate the durability of a company’s growth rate.

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 fund may invest a significant portion of its net assets in any single emerging market country.

The fund may invest in companies with limited operating histories.
 

The fund seeks to maximize capital appreciation by investing in small-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 utilizes a growth style of investment to invest in emerging markets companies.

According to the team, emerging market companies are companies organized under the laws of an emerging market country or having securities which are traded principally on an exchange or over-the-counter in an emerging market country.

The team also considers companies which, regardless of where organized or traded, have a significant amount of assets located in and/or derive a significant amount of their revenues from goods purchased or sold, investments made or services performed in or with emerging market countries.

In addition, the team evaluates fundamental factors, including the company’s business model, the competitive landscape, upcoming product introductions and recent and projected financial metrics.

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

Other factors that the team evaluates include price and volume trends, relative strength and institutional interest.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team also utilizes macroeconomic or country-specific analyses to evaluate the durability of a company’s growth rate.

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 fund may invest a significant portion of its net assets in any single emerging market country.

The fund may invest in companies with limited operating histories.

The fund seeks to maximize capital appreciation by investing in small-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 focuses on securities of non-U.S. companies.

In addition, the team evaluates a company’s business model, the competitive landscape, upcoming product introductions and recent and projected financial metrics.

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

The team assesses a company’s technical or market factors, including price and volume trends, relative strength and institutional interest.

As part of the process, the team also utilizes macroeconomic or country-specific analyses to evaluate the sustainability of a company’s growth rate.

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 looks to purchase companies regardless of geographic location and, therefore, at certain times, the fund could have sizeable positions in either developed countries or emerging markets.

The fund is not limited to a specific percentage of assets that may be invested in a single emerging market country, although at all times the fund must be invested in at least three countries (not limited to emerging markets countries).

In addition, the fund may also from time to time invest up to a maximum of 20% of its net assets in the securities of U.S. companies.

The fund may invest in companies with limited operating histories.
 

The fund seeks to maximize capital appreciation by investing in small-and micro-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 the equity securities of U.S. micro-capitalization companies.

The team also evaluates a company’s competitive position, and industry dynamics.

In addition, the team seeks to identify potential growth catalysts and assesses the financial position of the company.

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 may also from time to time invest up to 20% of its net assets in the equity securities of non-U.S. companies that trade in the U.S. or in securities of companies above the capitalization range of the Index.

Additionally, the fund may invest in companies with limited or no operating histories.
 

The fund seeks to maximize 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 the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in the equity securities of U.S. small-capitalization companies.

The team also evaluates a company’s competitive position, and industry dynamics.

In addition, the team seeks to identify potential growth catalysts and assesses the financial position of the company.

In selecting securities for the portfolio, the research team also evaluates the relative valuation, macroeconomic and behavioral factors affecting the company and its stock price

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 may also from time to time invest up to 20% of its net assets in the equity securities of non-U.S. companies that trade in the U.S. or in securities of companies above the capitalization range of the Index.

Additionally, the fund may invest in companies with limited or no operating histories.