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. The research team then looks for companies with financial strength and out of favor with investors.

The process favors companies with fundamental strength to capitalize on internal or external change agents. Internal changes including management changes, financial restructuring, or merger and acquisition or new product cycles. External changes including technological shifts, regulatory changes and marketplace shifts.

The fund also favors companies with entrenched market positions or competitive advantages that are undergoing what are estimated to be short-term challenges.

The fund constructs a portfolio of stocks in a broad range of industries that meet valuation ratios and guidelines.

The fund seeks above-average income and capital appreciation 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 equity securities that are estimated to trade below their fair values and likely to appreciate in price.

The team selects dividend paying stocks that have a comparatively low volatility, as well as securities of companies that offer superior total return prospects.

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 securities of foreign issuers, and may invest in real estate investment trusts and securities of other investment companies.

The fund seeks income and capital appreciation in the long term by investing in mid-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 looks for high dividend-paying companies exhibiting dividend growth potential.

The team focuses on stocks with both the potential for future dividend growth and current dividend-oriented characteristics.

In addition, the team ranks stocks based on appropriate fundamental criteria, and companies that rank as highly attractive are examined through fundamental proprietary research. 

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 will be investing more than 25% of the value of its net assets, in the aggregate, in one or more of the following groups of industries such as banks; telecommunication services; insurance; utilities; and energy.

Additionally, the fund will invest in companies based in developed countries, and may also invest in foreign companies based in emerging markets.

The fund is non-diversified.
 

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.

The strategy gives broad exposure to industry leading companies in developed markets, many of which have a strong or growing presence in the emerging markets.

However, the investment team has the flexibility to invest in companies from both developed (including the United States) and emerging market countries.

Next, the research team focuses on developed-market stocks of high-quality, foreign companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that are trading at discounts to their intrinsic value.

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 high-conviction portfolio holds approximately between 50 and 100 companies.

In addition, the fund may invest in exchange-traded funds, derivative contracts, (such as options, swaps and futures contracts) and hybrid instruments (such as notes linked to underlying securities, indices or commodities).
 

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 focuses on securities of non-U.S. companies with excellent potential for growth.

The team looks to invest in companies from both developed and emerging market countries.

Also, the team prefers companies that are estimated to trade below their fair values relative to their assets or attractively priced relative to their growth prospects.

In addition, the team emphasizes companies with specialized products, technologies or services with experienced management teams and leading market shares.

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 approximately between 50 and 150 securities across more than 20 developed and emerging market countries.

Additionally, the fund may invest in depositary receipts, real estate investment trusts, exchange-traded funds, derivative contracts and hybrid investments.

The fund seeks income and capital appreciation in the long term by investing in mid-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 looks for high dividend-paying companies exhibiting dividend growth potential.

The team focuses on stocks with both the potential for future dividend growth and current dividend-oriented characteristics.

In addition, the team ranks stocks based on appropriate fundamental criteria, and companies that rank as highly attractive are examined through fundamental proprietary research. 

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.

Additionally, the fund will invest in companies based in developed countries, and may also invest in foreign companies based in emerging markets.
 

The fund seeks capital appreciation by investing in small-and mid-size companies in 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 significantly in common stocks of companies.

The research process is driven by fundamental analysis of one stock at a time and focuses on growth-oriented 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.

Up to 30% of the fund’s net assets may be invested in foreign securities.

The fund may invest in fixed-income securities, American Depositary Receipts and use derivative contracts (such as, options, swaps and futures contracts) and/or hybrid instruments.

The fund seeks capital appreciation by investing in small-size companies in 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 companies that are trading at reasonable valuations.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on frequent conversations with key executives and employees, regular on-site visits, industry analysis and thorough fundamental research.

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 up to 30% of its net assets in foreign securities.

Also, the fund may loan up to 30% of its net assets to unaffiliated broker/dealers, banks or other recognized institutional borrowers to generate additional income.

Additionally, the fund also may invest up to 15% of its net assets in illiquid securities.

The fund may invest in fixed-income securities, American Depositary Receipts and utilize derivative contracts (such as, for example, options, swaps and futures contracts) and/or hybrid instruments.

The fund seeks capital appreciation in the long term 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.

The research team looks to capitalize on market inefficiencies rather than being driven by market sentiments and focuses on fundamental factors.

The team also considers characteristics like relative value, profit trends, capital structure, price history, and trading costs of each individual trade.

Then the manager constructs an actively managed portfolio that is diversified to limit exposure to individual companies and groups of correlated companies.

The fund invests in companies with both growth and value characteristics.

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 evaluates companies on the basis of metrics such as relative value, profit trends, capital structure and price history.

The team also takes into consideration trading costs.

In selecting securities for the portfolio, the research team focuses on companies with both growth and value characteristics.

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 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.

The process seeks to remove subjective and emotional influences from security selection and capitalize on market inefficiencies.

Next, the research team focuses on companies exhibiting growth characteristics.

The team then assesses a company’s relative value, profit trends, capital structure and price history.

In addition, the team also takes into account trading costs.

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 seeks capital appreciation by investing in 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 long and short positions.

The team gains exposure in short positions through domestically traded equity securities and indices.

In addition, the team also seeks capital appreciation through long positions on equity securities which are estimated to trade below their fair values.

The team also focuses on companies that are trading at significant discounts to their estimated intrinsic value.

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 both short and long equity positions.

Long positions can consist both of individual long positions in stocks of companies, as well as long positions on futures instruments of stock market indices, call options on such indices and other related instruments.

However, the fund is estimated to have more short exposure than long exposure on securities and/or the overall market.

Additionally, the fund holds short-term liquid securities such as money market funds, U.S. Treasury securities, government agency securities or other equity securities for liquidity purposes.

The fund may invest in derivative contracts.

The fund seeks capital appreciation in the long term by investing in small-and mid-size 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 focuses on securities of companies in both the United States and foreign markets (including emerging markets).

In addition, the team assesses companies on the basis of factors such as balance sheet quality, franchise value, and quality of management.

The team also reviews companies’ financial statements, meets with management; considers the general economic environment in which the company operates, and structural growth potential of the relevant industry segment.

Also, the team evaluates the growth prospects of a company by estimating its future operating cash flow less capital expenditures.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with proven management teams, as well as those contributing to positive societal impact aligned to the United Nations Sustainable Development Goals.

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 securities of other investment companies, real estate investment trusts, and money market funds.

The fund has the flexibility to invest across all market capitalizations.

The fund seeks to provide income and capital appreciation in the long term 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 high dividend-paying common stocks with dividend growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that are highly attractive.

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 hold foreign stocks including depositary receipts.

The fund may also invest in real estate investment trusts.

Additionally, the fund may utilize derivative contracts, such as forward contracts, to manage or hedge the fund’s currency exposure.

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

The sub-advisor’s investment process is designed to highlight reasonably priced companies that exhibit positive growth characteristics.

The research team as part of its fundamental research prefers frequent conversations with the company and conducts regular on-site visits.

The fund has the flexibility to invest up to 30% 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 starts with a list of companies in the underlying benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.

The research team looks to capitalize on market inefficiencies rather than being driven by emotion while selecting companies.

The team also considers characteristics like relative value, profit trends, capital structure, price history, and trading costs of each individual trade.

The actively managed portfolio with high turnover is diversified to limit exposure to individual companies and groups of correlated companies.   

The fund seeks growth of capital and income by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the underlying benchmark index and the research team uses quantitative techniques and fundamental analysis to identify companies that meet earnings, growth, and valuation hurdles.

The research team looks to capitalize on market inefficiencies rather than being driven by market sentiments and focuses on fundamental factors.

The team also considers characteristics like relative value, profit trends, capital structure, price history, and trading costs of each individual trade.

The actively managed portfolio with high turnover is diversified to limit exposure to individual companies and groups of correlated companies.

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

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of correlated companies.

The fund seeks aggregate price and dividend performance 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 process is designed to highlight companies that exhibit greater growth potential and less volatility than their peers or the broader market.

The fund also uses enhanced portfolio management techniques to over or underweight positions in securities and seeks to replicate the composition of the benchmark.