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

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.

The research team combines fundamental and quantitative analysis to identify potential investments. The team uses fundamental analysis to assign a proprietary fundamental rating for an issuer.

In addition, the team also uses quantitative analysis to determine a quantitative rating for an issuer. The research process combines the proprietary fundamental rating with the proprietary quantitative rating to assign a proprietary blended rating for an issuer.

The portfolio is constructed using a portfolio optimization process that considers the blended rating, as well as issuer, industry, and sector weightings, market capitalization, and volatility. The holdings are a combination of growth and value companies.

The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.

The fund seeks capital appreciation by investing in companies across any size 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 invests in securities of issuers that are tied economically to emerging market countries.

Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe.

Then the team utilizes a strategy based on blending fundamental and quantitative research.

The team utilizes fundamental analysis of individual issuers to determine a fundamental rating for an issuer, and also employs quantitative analysis to determine a quantitative rating for an issuer.

Next, the team combines the fundamental rating with the quantitative rating to create a blended rating for an issuer.

Additionally, the team considers the blended rating, as well as issuer, industry, and sector weightings, market capitalization, and volatility when constructing the portfolio.

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 invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

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

The investment process starts with companies in the benchmark index and the research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

Next, the research team looks for companies that demonstrate above average earnings growth potential.

The process focuses on companies with the presence of near-term catalysts that may be rewarded over the long term.

The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.

The fund seeks capital appreciation by investing in companies across any size 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 foreign securities, including emerging market securities.

The team invests in companies exhibiting above average earnings growth potential, or that are estimated to trade below their fair values, or in a combination of growth and value companies.

Then the team utilizes a strategy based on blending fundamental and quantitative research.

The team utilizes fundamental analysis of individual issuers to determine a fundamental rating for an issuer, and also employs quantitative analysis to determine a quantitative rating for an issuer

Next, the team combines the fundamental rating with the quantitative rating to create a blended rating for an issuer.

Additionally, the team considers the blended rating, as well as issuer, industry, and sector weightings, market capitalization, and volatility when constructing the portfolio.

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 has the flexibility to invest across all market capitalizations, but primarily invests in securities of companies with large capitalizations.

Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

The fund seeks 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.

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 exhibiting above average earnings growth potential relative to its peers.

Also, the team favors companies that are estimated to trade below their fair values.

The team is not constrained by any particular investment style and therefore, has the flexibility to invest in a combination of growth and value companies.

In addition, the team utilizes fundamental analysis of individual issuers to determine a fundamental rating for an issuer, and also employs quantitative analysis to determine a quantitative rating for an issuer.

Next, the team combines the fundamental rating with the quantitative rating to create a blended rating for an issuer.

Additionally, the team considers the blended rating, as well as issuer, industry, sector weightings, market capitalization, and volatility when constructing the portfolio.

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 invest its net assets in foreign securities.

In addition, the fund invests its net assets across different industries and sectors, but may invest a significant percentage of its net assets in issuers in a single industry or sector.

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

The investment process is designed to identify companies that are undervalued relative to their estimated intrinsic value.

Then the research team blends fundamental and quantitative research to identify investment opportunities.

The team employs fundamental analysis to determine a fundamental rating and quantitative analysis to determine a quantitative rating for an issuer. Next, the team combines the fundamental rating with the quantitative rating to create a blended rating for an issuer.

The portfolio construction is driven by a portfolio optimization process that considers the blended rating, as well as issuer, industry, and sector weightings, market capitalization, and volatility.

The fund invests in high-quality companies that are trading at favorable valuations with a near-term catalyst that may lead stock price higher.

Although the fund primarily invests in securities issued by large-capitalization companies, it has the flexibility to invest its assets across market capitalizations.

The fund may invest its net assets in securities of foreign issuers or across different industries and sectors, but may invest significantly in issuers in a single industry or sector.

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their estimated intrinsic value.

The research team combines fundamental and quantitative analysis to evaluate potential individual issuers.

The team focuses on companies exhibiting the most attractive opportunities in their industries.

Then the manager constructs a portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The portfolio is diversified by sector with the flexibility to invest across industries and styles and seeks to add value through stock selection. It is managed generally as sector neutral to the benchmark index and typically has holdings that are a combination of growth and value companies.

The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.

The fund seeks capital appreciation by investing in companies across any size 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 invests in securities of issuers that are tied economically to emerging market countries

Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team relies on fundamental analysis of individual issuers.

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 invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

The fund may also invest in securities of issuers that are not tied economically to emerging market countries.

The fund seeks total 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 income-producing equity securities, such as dividend-paying common stocks.

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 exhibiting above average earnings growth potential relative to its peers.

Also, the team favors companies that are estimated to trade below their fair values.

The team is not constrained by any particular investment style and therefore, has the flexibility to invest in a combination of growth and value companies.

In addition, the team utilizes fundamental analysis of individual issuers to determine a fundamental rating for an issuer, and also employs quantitative analysis to determine a quantitative rating for an issuer.

Next, the team combines the fundamental rating with the quantitative rating to create a blended rating for an issuer.

Additionally, the team considers the blended rating, as well as issuer, industry, sector weightings, market capitalization, and volatility when constructing the portfolio.

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 invest its net assets in foreign securities.

In addition, the fund invests its net assets across different industries and sectors, but may invest a significant percentage of its net assets in issuers in a single industry or sector.
 

The fund seeks capital appreciation by investing in companies across any size 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 invests in equity securities which include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

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 exhibiting above average earnings growth potential relative to its peers.

Also, the team favors companies that are estimated to trade below their fair values.

The team is not constrained by any particular investment style and therefore, has the flexibility to invest in a combination of growth and value 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.

The fund invests its net assets in U.S. and foreign securities, including emerging market securities.

However, the fund invests its net assets in at least three different countries.

In addition, the fund invests its net assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

Additionally, the fund invests primarily in large-cap companies, even though it has the flexibility to invest across market capitalizations.

The fund seeks capital appreciation by investing in companies across any size 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 invests in U.S. and foreign equity securities, including emerging market equity securities.

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 exhibiting above average earnings growth potential relative to its peers.

The team favors well-run businesses poised for growth in the U.S., international and emerging markets.

Additionally, the team focuses on companies with excellent fundamentals and superior management teams.

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 invests its net assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

However, the fund invests its net assets in at least three different countries.

The fund seeks capital appreciation by investing in companies across any size 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 invests in U.S. and foreign equity securities, including emerging market equity securities.

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 exhibiting above average earnings growth potential relative to its peers.

Also, the team favors companies that are estimated to trade below their fair values.

The team is not constrained by any particular investment style and therefore, has the flexibility to invest in a combination of growth and value 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.

In addition, the fund invests its net assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

However, the fund invests its net assets in at least three different countries.

Additionally, the fund invests primarily in securities of companies with small to medium capitalizations, even though it has the flexibility to invest across market capitalizations.

The fund seeks total return by investing in companies across any size 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 invests in U.S. and foreign real estate-related investments.

The team prefers companies with attractive valuations and above-average growth prospects.

The research process is driven by fundamental analysis of one stock at a time.

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 allocates its investments across different REIT managers and property types, but may from time to time focus the fund’s investments in any one or a few of these areas.

Also, the fund invests its net assets across different countries and regions, but may invest a significant percentage of its net assets in issuers in a single country or region.

In addition, the fund invests its net assets in at least three different countries.

The fund may invest its net assets in real estate-related investments of any size. However, issuers of real estate-related investments tend to have small-to-medium market capitalizations.

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

The investment process is designed to identify companies with growth potential that maybe misunderstood or underappreciated by investors.

The process focuses on strong businesses with pricing power, free cash flow growth and cross-cycle growth characteristics.

Next, the research team looks for high-quality companies that demonstrate above average earnings growth potential.

The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.

The fund seeks capital appreciation by investing in companies across any size 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 employs a growth-at-a-reasonable price style with a quality bias.

Next, the research team focuses on foreign securities, including emerging market securities.

The team favors companies exhibiting above average earnings growth potential, or that are estimated to trade below their fair values, or in a combination of growth and value companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers high quality, attractively valued 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.

Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

The fund seeks to outperform the benchmark index over full market cycles.

The fund seeks capital appreciation by investing in companies across any size 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 foreign securities, including emerging market securities.

The team favors companies exhibiting above average earnings 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 prefers companies with good fundamentals, superior management teams, and a durable competitive advantage.

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 invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

The fund seeks capital appreciation by investing in companies across any size 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 foreign securities, including emerging market securities.

The team also focuses on companies that are trading at a discount to their estimated intrinsic value and whose future earnings power is not reflected in their current valuations.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers companies with good fundamentals.

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 invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.
 

The fund seeks capital appreciation 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 foreign securities, including emerging market securities.

The team favors companies exhibiting above average earnings 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 prefers companies with good fundamentals and growth 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.

Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

The fund has the flexibility to invest across all market capitalizations, but primarily invests in securities of companies with small to medium capitalizations.
 

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

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their estimated intrinsic value.

The research team combines fundamental and quantitative analysis to evaluate potential individual issuers and construct a portfolio that is less volatile than the benchmark index.

The team utilizes fundamental analysis to assign a proprietary fundamental rating for an issuer.

In addition, the team also utilizes quantitative analysis to determine a quantitative rating for an issuer. The research process combines the proprietary fundamental rating with the proprietary quantitative rating to assign a proprietary blended rating for an issuer.

The portfolio is constructed using a portfolio optimization process that considers the blended rating, as well as issuer, industry, and sector weightings, and volatility. The holdings are a combination of growth and value companies.

The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.

The fund seeks capital appreciation by investing in companies across any size 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 invests in equity securities which include common stocks, equity interests in real estate investment trusts  and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

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 exhibiting above average earnings growth potential relative to its peers.

Also, the team favors companies that are estimated to trade below their fair values.

The team is not constrained by any particular investment style and therefore, has the flexibility to invest in a combination of growth and value companies.

In addition, the team utilizes a strategy based on blending fundamental and quantitative research.

The team utilizes fundamental analysis of individual issuers to determine a fundamental rating for an issuer, and also employs quantitative analysis to determine a quantitative rating for an issuer.

Next, the team combines the fundamental rating with the quantitative rating to create a blended rating for an issuer.

The team then eliminates the most volatile securities on the basis of historical volatility.

Additionally, the team considers the blended rating, as well as issuer, industry, sector weightings, and volatility when constructing the portfolio.

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 its net assets in U.S. and foreign securities, including emerging market securities.

However, the fund invests its net assets in at least three different countries.

In addition, the fund invests its net assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.
 

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

The investment process utilizes a growth at a reasonable price strategy to look for efficient businesses poised for growth.

Next, the research team focuses on companies with strong fundamentals, superior management, and a sustainable competitive advantage. In addition, the team looks to invest with a long-term horizon in mind.

The research team then narrows the list to include high-quality companies that demonstrate above average earnings growth potential.

The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.

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

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.

The research team combines fundamental and quantitative analysis to evaluate potential individual issuers. The team focuses on high-quality companies with sustainable and durable business models, balance sheet strength and capable management teams.

The portfolio is built of stocks of companies that display above-average and sustainable growth potential and are trading at reasonable valuations. The holdings are a combination of growth and value companies.

The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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 looks for undervalued companies that are trading at discounts to their intrinsic values.

The research team then using quantitative screening and fundamental analysis highlights companies with attractive valuations that offer opportunistic investment ideas.

Next, the research team using qualitative analysis narrows the investable universe to a list of companies with resilient business models, above-average returns, solid balance sheets and prudent capital deployment.

The fund has the flexibility to invest in foreign securities but may invest significantly in issuers in a single industry or sector.    

The fund seeks 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 equity securities that include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

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 demonstrate above average earnings growth potential.

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 invest its net assets in foreign securities.

Also, the fund may invest a significant percentage of its net assets in issuers in a single industry or sector.
 

The fund seeks 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 equity securities that include common stocks, equity interests in real estate investment trusts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

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 estimated to trade below their fair values.

In addition, the team prefers high-quality companies with resilient business models, above-average returns, superior balance sheets and prudent capital deployment.

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 invest its net assets in foreign securities.

Also, the fund may invest a significant percentage of its net assets in issuers in a single industry or sector.

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

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.

The research team combines fundamental and quantitative analysis to evaluate potential individual issuers.

The portfolio is diversified by sector with the flexibility to invest across industries and styles and seeks to add value through stock selection. It is managed generally as sector neutral to the benchmark index and typically has holdings that are a combination of growth and value companies.

The fund may invest its assets across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

The fund has the flexibility to invest its assets across market capitalizations or in securities of foreign issuers.

The fund seeks capital appreciation by investing in companies across any size 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 foreign securities, including emerging market securities.

The team favors companies exhibiting above average earnings growth potential, or that are estimated to trade below their fair values, or in a combination of growth and value companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team favors companies with superior fundamentals.

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 invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region.

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process is designed to highlight companies principally engaged in offering, using or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements.

The investment team considers issuers in such fields as computer systems and software, networking and telecommunications, internet, business services, and electronics.

Next, the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Then the research team focuses on companies demonstrating above average earnings growth potential.

The team also relies on fundamental analysis to look for companies that are estimated to trade below their fair values.

Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

Additionally, the fund may invest its net assets in securities of foreign issuers.

The fund is non-diversified, which means that it may invest a significant percentage of its net assets in a single issuer or a small number of issuers.
 

The fund seeks total return by investing in companies across any size in the United States.

The investment process is designed to invest in securities of issuers in the utilities industry.

The investment team considers a company to be in the utilities industry if at least 50%of the company’s assets or revenues are derived from one or more utilities.

The investment team also considers Issuers in the utilities industry to be engaged in the manufacture, production, generation, transmission, sale or distribution of electric, gas or other types of energy, water or other sanitary services.

Other examples in the utilities industry would be issuers engaged in telecommunications, including telephone, cellular telephone, satellite, microwave, cable television, and other communications media but not engaged in public broadcasting.

Next, the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The manager focuses on utilities stocks believed to have excellent growth prospects. These stocks are generally from the gas and electric utilities, telecommunications, and cable TV industries.

The fund has the flexibility to invest in below investment grade quality debt instruments.

Also, the fund invests its net assets in U.S. and foreign securities, including emerging market securities.

In addition, the fund invests its net assets across different countries and regions, but may invest a significant percentage of the fund's assets in issuers in a single country or region.

The fund may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers.
 

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

The investment process employs a flexible valuation approach to identify companies that are undervalued relative to their estimated intrinsic value.

Next, the research team relies on fundamental analysis to look for potential investment opportunities. The team with the help of quantitative screening tools systematically evaluates companies.

Also, the fund utilizes a long-term investment time horizon when making investments placing a heavy emphasis on cash flow and returns-based methodologies.

Then the investment team allocates capital to a diversified portfolio of stocks that are favored by the research team and consistent with risk guidelines.

Although the fund primarily invests in securities issued by large-capitalization companies, it has the flexibility to invest its assets across market capitalizations.

The fund may invest its net assets in securities of foreign issuers or across different industries and sectors, but may invest significantly in issuers in a single industry or sector.