The fund seeks capital appreciation in the long term and income by investing in companies outside the United States.

The fund manages assets with the help of three sub-advisers. The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The sub-advisers are Ashmore Investment Management Limited, Axiom International Investors LLC and Westwood Global Investments, LLC.

Each sub-adviser acts independently from the others and utilizes its own distinct investment style in selecting securities.

The sub-advisers’ 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 domiciled in emerging and frontier markets.

Emerging and frontier markets countries can include Argentina, Bahrain, Bangladesh, Benin, Brazil, Burkina Faso, Chile, China, Colombia, Croatia, Czech Republic, Egypt, Estonia, Greece, Guinea-Bissau, Hungary, and India.

Also, other emerging and frontier markets countries include, Indonesia, Ivory Coast, Jordan, Kazakhstan, Kenya, Korea, Kuwait, Lebanon, Lithuania, Malaysia, Mali, Mauritius, Mexico, Morocco, Niger, Nigeria, Oman, Pakistan, Peru, the Philippines, Poland, Qatar, Romania, Russia, Saudi Arabia, Senegal, Serbia, Slovenia, South Africa, Sri Lanka, Taiwan, Thailand, Togo, Tunisia, Turkey, the United Arab Emirates and Vietnam.

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 relies on each sub-adviser’s style, historical performance, and the characteristics of their allocated assets when making allocation determinations.

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

The fund manages assets with the help of five sub-advisers namely Causeway Capital Management LLC, Polen Capital Management, LLC, Victory Capital Management Inc., WCM Investment Management, LLC, and Wellington Management Company LLP.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

Each sub-adviser acts independently from the others and utilizes its own distinct investment style in selecting securities. However, each sub-adviser must operate within the constraints of the fund’s investment objective, strategies and restrictions.

The sub-advisers’ 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.

Causeway Capital’s portfolio is concentrated with preference toward yield and risk-adjusted rates of return.

Polen Capital seeks to invest in companies with consistent earnings growth and balance sheet strength.

Victory Capital favors companies exhibiting positive business momentum and that are trading at attractive valuations.

WCM focuses on companies having a durable and growing competitive advantage.

Wellington Management focuses on companies that are trading at significant discounts to current market price with balance sheet strength.

Next, the research team focuses on companies in a number of countries throughout the world but primarily in the world’s developed capital markets.

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.

When determining the allocations and reallocations to sub-advisers, the manager considers factors such as the sub-adviser’s style, and historical performance.

The manager also considers the characteristics of each sub-adviser’s allocated assets including capitalization, growth and profitability measures, valuation metrics, economic sector exposures, and earnings and volatility statistics.

Additionally, the fund may invest up to 40% of its net assets in issuers domiciled in emerging markets.

The fund seeks to replicate the total return performance of the benchmark index before fees and expenses 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 invests in securities of issuers operating in emerging markets.

The fund seeks to replicate the composition of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

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 has the flexibility to incest more than 25% of the fund’s net assets in a single country (such as South Korea, Taiwan, Brazil, Mexico, South Africa, or China) or geographic region.

The fund seeks to track the total return performance of a benchmark index before fees and expenses by investing in companies outside the United States.

The fund seeks to replicate the composition of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

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 equity securities.

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 is passively managed.
 

The fund seeks to track the total return performance of a benchmark index before fees and expenses by investing in companies outside the United States.

The fund seeks to replicate the composition of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

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 equity securities.

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 seeks a high level of current income and 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 income-producing equity securities, including dividend-paying common and preferred stocks.

The team also evaluates companies on the basis of factors such as profitability, capital decisions, cash coverage, and dividend yield.

In addition, the team focuses on company profitability, management efficiency, and cash generation, to screen out low-quality securities.

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 utilize derivatives such as stock index futures to equitize cash and enhance portfolio liquidity.
 

The fund seeks capital appreciation in the long term and income 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 focuses on companies located in a number of countries throughout the world.

The team also evaluates stocks on the basis of factors such as relative valuation, price momentum and earnings quality.

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.

Although the manager invests in mature markets such as Germany, Japan and the United Kingdom, it may also invest to a lesser extent in emerging markets such as Brazil and China.

In addition, the fund, from time to time, may emphasize particular companies or market segments in attempting to achieve its investment objective.
 

The fund seeks to replicate the aggregate price and dividend performance of the benchmark index before fees and expenses 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 passively managed fund seeks to replicate the composition and performance of the benchmark index.

Next, the research team invests in securities of companies included in the benchmark index, in approximately the same proportions as the index.

The Index is a free float-adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the United States and Canada.

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.

Because the proportion of assets allocated to each country will approximate the relative country weights in the Index, more than 25% of the fund’s net assets may be invested in a single country such as the United Kingdom and Japan.

The fund seeks primarily capital appreciation and secondarily current income 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 uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

Then the research team with the help of statistics and advanced econometric methods determine which stock or firm characteristics are predictive of future stock performance.

The team also assesses a company’s relative valuation, price momentum and earnings quality characteristics to identify potential investment opportunities.

Next, the characteristics are combined to create a proprietary multifactor quantitative stock selection model to determine security weightings.

The investment team’s approach of selecting stocks based on economic, financial, and market analysis is applied within a risk constrained environment that is intended to increase return.

The diversified portfolio of securities includes foreign issuers that are traded in the U.S.

The fund may use derivatives such as stock index futures to equitize cash and enhance portfolio liquidity.

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

The investment process employs a quantitatively managed strategy designed to provide exposure to value and quality factors.

The research team starts with a broad universe of liquid securities and applies its value screen and proprietary quality score to eliminate low-quality securities.

Next, the team optimizes the remaining universe of securities, while giving exposure to securities ranking in the top quintiles of quality and value.

In addition, the team also performs a risk management analysis in which risk exposures are measured and managed at the security, sector, region and portfolio levels.

Stocks are selected for the portfolio on the basis of a fundamental review of companies and on a desired level of diversification.

The fund may use derivatives such as stock index futures to equitize cash and enhance portfolio liquidity.

The fund seeks to replicate total return performance of the benchmark index before fees and expenses 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 uses a passive investing style to replicate the composition of the benchmark index.

The fund uses proprietary quantitative techniques designed to minimize trading costs. 

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

The fund manages assets with the help of three sub-advisers. The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The sub-advisers are First Sentier Investors (Australia) IM Ltd, Lazard Asset Management LLC, and Maple-Brown Abbott Limited.

Each sub-adviser acts independently from the others and utilizes its own distinct investment style in selecting securities. However, each sub-adviser must operate within the constraints of the fund’s investment objective, strategies and restrictions.

The sub-advisers’ 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 infrastructure companies listed on a domestic or foreign exchange.

According to the team, a company is considered to be engaged in the infrastructure business if it derives at least 50% of its revenues or earnings from, or devotes at least 50% of its assets to, infrastructure-related activities.

The team defines infrastructure as the systems and networks of energy, transportation, utilities, communication and other services required for the normal function of society.

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 invest at least 40%, and may invest up to 100%, of its net assets in the securities of infrastructure companies economically tied to a foreign (non-U.S.) country, including emerging and frontier market countries.

However, the fund estimates to invest a significant portion of its net assets in infrastructure companies operating in the utilities, industrials and/or energy sectors.

Additionally, the fund intends to be fully invested at all times.

Also, the fund is non-diversified, and may invest more of its assets in fewer issuers than diversified mutual funds.

The fund seeks capital appreciation in the long term and current income by investing in companies outside the United States.

The fund manages assets with the help of two sub-advisers. The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The sub-advisers are Janus Capital Management, LLC and Massachusetts Financial Services Company.

Each sub-adviser acts independently from the others and utilizes its own distinct investment style in selecting securities. However, each sub-adviser must operate within the constraints of the fund’s investment objective, strategies and restrictions.

The sub-advisers’ 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 U.S. and foreign real estate and real estate related companies.

The team invests in companies that derive a significant portion of their revenues from the ownership, construction, financing, management or sale of commercial, industrial or residential real estate or companies that have a significant portion of their assets in these types of real estate-related areas.

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.

There is no limit on the amount of fund assets that may be invested in the securities of foreign companies.

The fund anticipates that it will invest greater than 25%of its assets in securities of real estate companies in the U.S. such as real estate investment trusts or U.S. or non-U.S. REIT-like companies that own and/or manage property.

In addition, the fund may also invest in securities of other types of real estate companies including REITs that invest in real estate-related loans and real estate operating companies.

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

The fund utilizes a screening process to identify sub-advisers that satisfy its Diversity and Inclusion Criteria.

The Diversity and Inclusion Criteria are based on factors such as employee composition, ownership composition, community engagement and supplier diversity.

The fund manages assets with the help of six sub-advisers. The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The sub-advisers are Janus Ariel Investments, LLC, Aristotle Capital Management, LLC, ARK Investment Management, LLC, EARNEST Partners, LLC, Mar Vista Investment Partners, LLC, and Strategic Global Advisors, LLC.

Each sub-adviser acts independently from the others and utilizes its own distinct investment style in selecting securities. However, each sub-adviser must operate within the constraints of the fund’s investment objective, strategies and restrictions.

The sub-advisers’ 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 listed on a domestic or foreign exchange.

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 invest at least 40%, and may invest up to 100%, of its net assets in the securities of companies economically tied to a foreign (non-U.S.) country, including emerging and frontier market countries.

Additionally, the fund will not focus on a particular investment style, and will be invested across investment styles.

Also, the fund may invest in derivatives for hedging purposes or to gain exposure to certain countries.

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

The investment process utilizes a proprietary multi-factor model to highlight companies in the benchmark index that are sustainable leaders.

The research team believes sustainable leaders are companies with favorable environmental, social and governance qualities.

The team seeks to invest in companies that meet certain criteria for ESG sustainability and exhibit strong business fundamentals, solid management, and reliable cash flows.

Then the manager constructs a diversified portfolio 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 and income 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 companies that exhibit attributes such as earnings quality and/or competitive returns on equity relative to their peers.

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 utilize derivatives such as stock index futures to equitize cash and enhance portfolio liquidity.
 

The fund seeks to replicate the aggregate price and dividend performance of the benchmark index before fees and expenses 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.

The passively managed fund seeks to replicate the composition and performance of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

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 and income 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 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 fund, from time to time, may emphasize particular companies or market segments, such as financial services.

Also, the fund may use derivatives such as stock index futures to equitize cash and enhance portfolio liquidity.