The fund seeks a high level of current income and capital appreciation in the long term by investing in mega-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 income-producing equity securities, such as common and preferred stocks.

In selecting securities for the portfolio, the research team focuses on attractive companies on the basis of variables such as return of capital, dividend growth, payout ratio and earnings trends.

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 between 50 and 60 holdings.

The fund seeks total return 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.

Then the research team invests directly and/or through American Depositary Receipts in companies located in developed markets based in at least three countries other than the United States.

The team utilizes proprietary multi-factor computer models to select companies trading at reasonable prices, having good fundamentals and high earnings expectations.

Next, the team ranks securities of companies based on valuation ratios, profitability and earnings-related measures.

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 total return in the long term by investing in large-size companies in the United States.

The investment process uses a proprietary multi-factor model to identify companies exhibiting good fundamentals and earnings growth prospects with reasonable valuations.

Next, the research team highlights companies that demonstrate attractive valuation, fundamental, earnings and technical characteristics.

In addition, the team ranks the stocks on the basis of valuation ratios, profitability and earnings metrics.

The fund prefers to allocate capital on an equal-weight basis while constructing a portfolio.

The manager strives to optimize the portfolio to seek broad diversification across sectors, industries and individual companies, while controlling turnover.

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

The investment process uses a proprietary multi-factor model to identify companies exhibiting revenue and earnings growth prospects with reasonable valuations.

Next, the research team highlights companies that demonstrate superior capital growth, including attractive valuation, fundamental, earnings and technical characteristics.

In addition, the team ranks the stocks on the basis of valuation ratios, profitability and earnings metrics. Stocks that are likely to underperform are eliminated from the portfolio.

The fund prefers to allocate capital on an equal-weight basis while constructing a portfolio.

The manager strives to optimize the portfolio to seek broad diversification across sectors, industries and individual companies, while controlling turnover.

The fund seeks total return in the long term by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight undervalued companies using fundamental research.

The research team starts with a list of companies in the benchmark index and combines quantitative techniques and fundamental research to highlight companies with attractive valuation, fundamental, earnings and technical characteristics.

Next, the team focuses on one company at a time and ranks by sector based on financial metrics including multiples on earnings, cash flow and assets.

The investment team after reviewing research looks to buy securities that it considers to be undervalued based on earnings power and/or asset value. Stocks that are likely to underperform are eliminated from the portfolio.

The fund prefers to allocate capital on an equal-weight basis while constructing a portfolio.

The manager strives to optimize the portfolio to seek broad diversification across sectors, industries and individual companies, while controlling turnover.

The fund seeks absolute return 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 with respect to equity securities, such as common stocks, of public companies tied economically to the U.S.

In selecting securities for the portfolio, the research team relies on a combination of proprietary multifactor computer models and fundamental analysis.

The computer models rank securities based on valuation ratios, profitability and earnings.

Other models focus on risk analysis and overall portfolio characteristics.

The team takes long positions in securities that are estimated to trade below their fair values and more likely to appreciate.

Also, the team takes short positions in equity securities that are overvalued and more likely to depreciate.

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.

Generally, the portfolio will have an operating target of 60 to 140 long positions that may range from 75% to 100% of net assets and 40 to 120 short positions that may range from 50% to 95% of net assets from time to time.
 

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

The quantitative investment process is designed to rank companies on a sector basis. Next, the research team for each sector using quantitative analysis and multi-factor model identifies attractive companies.

The fund favors companies that offer attractive combination of business fundamentals, valuation, earnings stream and stock momentum.  

The investment team builds a diversified portfolio of stocks with initial equal weight positions and balancing portfolio risk.

The fund seeks capital appreciation in the long term 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 with respect to equity securities, such as common stocks, of public companies tied economically to the U.S.

In selecting securities for the portfolio, the research team relies on a combination of proprietary multifactor computer models and fundamental analysis.

The computer models rank securities based on valuation ratios, profitability and earnings.

Other models focus on risk analysis and overall portfolio characteristics.

The team takes long positions in securities that are estimated to trade below their fair values and more likely to appreciate.

Also, the team takes short positions in equity securities that are overvalued and more likely to depreciate.

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.

Generally, the portfolio will have an operating target of 60 to 140 long positions that may range from 100% to 150% of net assets and 40 to 100 short positions that may range from 0% to 50% of net assets, from time to time.

The fund seeks maximum total return in the long term by investing in mega-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.

The research team focuses on companies that demonstrate favorable ratings on environmental issues, social responsibility and corporate governance.

Typically, environmental assessment categories include climate change, natural resource use, waste management and environmental opportunities.

Social evaluation categories include human capital, product safety and social opportunities.

Governance assessment categories include corporate governance, business ethics and government and public policy.

Other ESG considerations would include how well companies adhere to international norms and principles and involvement in major ESG controversies.

In addition, the investment team’s screening process utilizes positive screening to preference companies that demonstrate positive or improving performance on ESG criteria, and negative screening to exclude companies that do not meet minimum ESG performance standards.

Next, the team employs proprietary multi-factor computer models to select stocks that exhibit reasonable prices, good fundamentals and rising earnings expectations.

Also, the team ranks securities based on criteria such as valuation ratios, profitability and earnings-related measures.

Then the manager constructs a portfolio of 80 to 120 holdings that meet the fund’s environmental, socially responsible and governance criteria.

The fund prefers to allocate capital on an equal-weight basis while constructing a portfolio.

The manager strives to optimize the portfolio to seek broad diversification across sectors, industries and individual companies, while controlling turnover.

The fund seeks capital appreciation in the long term and option premiums 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 utilizes option writing strategies to obtain option premiums and reduce risk.

In selecting securities for the portfolio, the research team relies on a combination of proprietary multifactor computer models and fundamental analysis.

The computer models rank securities based on valuation ratios.

Other models focus on risk analysis and overall portfolio characteristics.

The team buys securities that are estimated to trade below their fair values and more likely to appreciate.

Also, the team sells securities that are overvalued and more likely to depreciate.

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.

In addition, the fund may invest in sponsored American Depositary Receipts listed on a U.S. stock exchange.

The fund may also buy call and put options on stock index exchange-traded funds, stock indices or individual equity securities.

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 focuses on companies that are estimated to trade below their fair values.

The team favors attractive companies exhibiting revenue and earnings growth potential and 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 a company’s valuation, growth/ profitability, earnings catalysts and market sentiment.

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 seeks broad diversification across sectors, industries and individual companies.

The fund seeks maximum total return in the long term by investing in companies in the United States.

The investment process combines quantitative techniques and fundamental research to highlight companies in the benchmark index that are reasonably priced demonstrating revenue and earnings growth potential not yet recognized by investors.

Next, the research team focuses on companies that meet earnings, return on capital and growth criteria with sustainable business models, good growth prospects, and attractive valuations.

Then the team focuses on one company at a time to evaluate its business models, management, earnings trends, revenue, and cash flow growth rates.

The team applies multi-factor quantitative screens to identify and rank stocks based on indicators of quality, valuation and growth.

Then the manager constructs a portfolio of 40 to 50 holdings that achieve long-term returns above the benchmark.

The portfolio is diversified across sectors, industries and individual securities, with a focus on multi-year investment time horizon.

Additionally, the manager may invest in stocks with low dividend yields and in companies with above average earnings predictability and stability, holding stocks for several years.

The fund may also invest in foreign securities either directly or through American Depositary Receipts.

The fund seeks maximum total return in the long term by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight companies in the benchmark index that satisfy its Women in Leadership criteria.

The research team relies on positive screening to preference companies with women in significant roles such as a chairwoman, female board members, a female chief executive officer or women in management positions.

Then the team with the help of proprietary multi-factor models selects stocks having reasonable prices, good fundamentals and rising earnings expectations.

Next the models rank securities based on certain criteria, including valuation ratios, profitability and earnings-related measures.

Then the manager constructs a portfolio of 80 to 120 holdings that meet the fund’s women in leadership criteria. Stocks that are likely to underperform are eliminated from the portfolio.

The fund prefers to allocate capital on an equal-weight basis while constructing a portfolio.

The manager strives to optimize the portfolio to seek broad diversification across sectors, industries and individual companies, while controlling turnover.