The fund seeks to appreciate capital by investing in companies in emerging markets.

The fund is sub-advised by Candriam Belgium with a target to find securities with more than $500 million in emerging markets.

The investment process focuses on identifying companies that are structurally advantaged to sustain long term above average growth. Then the analyst team uses thematic approach combined with a bottom-up stock selection based on quantitative screening layered with qualitative research. The investment process also limits or avoids investing in companies that do not meet certain environmental, social and governance criteria.

Geographically diversified fund holds about 150 names with China based companies accounting 40% and South Korea, Taiwan and India another 30% of total assets.

The fund seeks capital appreciation and current income through investing in real estate securities and Real Estate Investment Trusts.

The fund is sub-advised by CBRE Clarion Securities with a focus on companies in the transportation, communication, energy and utilities sectors.

The investment process focuses on different real estate segments including logistics, residential, commercial, healthcare and retail. The analyst team starts systematic approach with the top down research to evaluate themes and trends for attractive returns. Then the team uses analytical framework in identifying a list of stocks that are suitable for detailed review. The investment team than decides allocation to each stock based on the total return outlook.

Portfolio consists between 35 and 55 names and allocates about 45% to top holdings.

The fund seeks capital gain and current income through investments in energy limited partnership.

The fund is sub-advised by Cushing Asset Management, LP and focused on selecting midstream master limited partnerships.

The investment process focuses on selecting MLPs that provide gathering and distribution and seek to identify the most attractive investment with favorable distribution yields and distribution growth prospects.

The fund intends to pay current cash distributions to shareholders regardless of its accounting or tax treatment as dividend income, non-taxable capital returns, capital gain or combination thereof.

The fund seeks to grow capital through investing in large-size companies around the world including the U.S.

The fund is sub-advised by Epoch Investment Partners, Inc with a focus on locating stocks with attractive positive growth in operating cash flow.

The investment process relies on free cash flow analysis. The research team focuses on companies with positive and growing free cash flow and reinvestment track record of management. The process favors companies with high return on capital, dominant market leadership and strong financial position.

The diversified fund holds between 110 and 135 stocks and allocates about 15% of capital to top 10 holdings.

The fund’s primary objective is to generate current income through investing in stocks around the world including in the U.S.

The fund is sub-advised by Epoch Investment Partners, Inc with a focus on locating stocks with attractive dividend yield and positive growth in operating cash flow.

The investment process segregates companies with growing cash flows and management focused on creating shareholder value through internal reinvestments, acquisitions, stock repurchase, debt reduction and increasing dividend.

The primarily invests in large cap companies with the U.S. accounting for more than 55% of all investments. The fund is geographically diversified in developed countries in Asia and Europe.

The fund seeks to generate total return by investing in companies located outside the United States.

The fund is sub-advised by Epoch Investment Partners, Inc with a focus on locating stocks with attractive positive growth in operating cash flow.

The investment process favors large- and small-size companies located in Canada, Western Europe, Asia and Australia. Analysts look for companies with established business models, stable or rising earnings and free cash flow and high return on capital. The team also then looks at the management track record of reinvestment, dividend payment and repaying or lowering debt.

The fund holds between 30 and 40 stocks and allocates about 50% of its total assets to top 10 holdings. About 60% of total investments are in companies located in Japan, France, Switzerland and the U.K.

The fund seeks capital appreciation and current income through investing in the U.S. based companies with a track record of dividends.

The fund is sub-advised by Epoch Investment Partners, Inc with a focus on locating stocks with attractive positive growth in operating cash flow

The investment process starts with a list of companies with a track record of dividend. Then the analyst team looks for companies with improving cash flows and management focused on paying or increasing dividends, buying back stocks or reducing debt.                                                                                                                  

The invest team builds a diversified portfolio of between 85 and 105 where stocks are lagging their estimated long term values. The fund allocates approximately 20% of its assets in top 10 holdings.

The fund seeks capital appreciation through investing in small-size companies in the U.S.

The fund is sub-advised by MacKay Shields LLC with a focus on small-size companies between the market capitalizations of $13 million to $8.4 billion.

The investment process is primarily driven by a quantitative model that considers market sentiment, momentum factors and valuation. The team then considers additional financial metrics in selecting stocks to be added to a broadly diversified portfolio.

The model driven fund is prone to selling securities with a strict sell discipline and holds about 700 stocks with less than 9% of assets allocated to top 10 holdings.

With portfolio turnover exceeding 200%, investors may face significant capital gain tax liabilities.

The fund seeks long term capital gains through investing in the U.S. based large-size companies.

The fund is sub-advised by Winslow Capital Management, LLC with a focus on large companies with attractive return-risk profiles.

The investment process focuses on stock research and not on general economic conditions. The research team looks for companies with market leadership, high return on capital and growing free cash flow. The fund also applies qualitative research and evaluates management performance and strategic approach to business.

The fund holds between 40 and 55 stocks and top 10 holdings account for 50% of total assets.

The fund seeks long term capital gains through investing in large-size U.S. companies.

The fund is sub-advised by MacKay Shields LLC with a focus on finding companies that it believes have the most potential to appreciate and attempting to limit risk exposure.

The investment process looks for companies using quantitative screens and models to discover companies that are expected to increase in value because of their market leadership, superior products or competition dynamics. The stock by stock analysis further carried out with the help of qualitative research.

The model based stock selection leads to a broadly diversified stock selection of more than 150 names with a high portfolio turnover.

The fund seeks to appreciate capital through investing large-size U.S. companies through a fund of fund investing approach.

The fund is sub-advised by MacKay Shields LLC with a focus on finding companies that it believes have the most potential to appreciate and attempting to limit risk exposure.

The investment process relies on a quantitative model built of screens and metrics and then with the help of qualitative research to direct assets to other funds run by boutique investment management firms and exchange traded funds.

The fund seeks long-term growth of capital through investing in companies located outside the U.S.

The fund is sub-advised by MacKay Shields LLC with a focus on finding companies in developed and emerging regions of the world.

The investment process favors large- and mid-size companies in the developed regions of the world and looks for quality companies with strong financial statements, high return on capital and established market presence. Investment team then looks if companies meet environmental, social, and governance criteria.

The bottom up stock selection leads to portfolio construction that may differ from the benchmark weights in sector and country.

The concentrated fund holds about 40 to 70 stocks and about 40% of its assets are held in top 10 companies. Geographically, 75% of the fund asset is diversified in 10 countries and about 45% is held in companies located in U.K., Germany, Japan and the Netherlands.

The fund seeks long-term capital growth by investing in foreign companies.

The fund is sub-advised by MacKay Shields LLC with a focus on finding companies in developed and emerging regions of the world.

The investment process focuses on building a diversified portfolio across sectors, industries and countries to reduce risk. The research team looks for companies that are expected to provide higher total returns that the index. The fund holds a large number of companies based on the quantitative and qualitative model based signals for short periods.

Undervalued companies are owned in the fund and overvalued companies may be selected for short exposure. Net short position may total up to 40% of the fund’s total net assets.

The fund is designed to replicate total return performance of a collection of stocks as represented by the S&P 500 Index.

The fund sub-advised by MacKay Shields LLC decides what stocks to include and exclude as market prices and market conditions change using statistical and quantitative techniques.

The fund’s performance is expected to at least 95% correlate with the S&P 500 Index before charges, fee and expenses, on an annual basis.

The fund seeks to generate capital gains in the long term through investing in the U.S. stocks.

The fund relies on two sub-advisors with each managing their portion of allocated assets.

Epoch Investment Partners, Inc with a focus on locating stocks with attractive positive growth in operating cash flow and management with a track record of creating shareholder value through reinvesting in business, reducing leverage or acquisitions.

Markston International LLC with a focus on identifying companies that can emerge as market leaders in the long term despite the current depressed or lagging valuations. The sub-advisor also looks for near term catalysts like financial or management restructuring, share repurchase, insider buying and industry consolidation.