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

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

The research team looks for securities that provide a favorable risk/reward outcome relative to the benchmark index based on fundamental research and valuation.

The team evaluates a security’s potential value based on the company’s quality, growth, risk, and prospects for future economic profit growth.

In addition, the team employs due diligence and fundamental research to evaluate an issuer’s financial statements and operations. The research team focuses on the quality and price of individual issuers, not on market-timing strategies.

The research team then constructs a portfolio that is reflective of its best ideas. The fund’s portfolio includes securities from a broad range of market sectors.

The fund may invest up to 20% of its net assets in securities of non-U.S. issuers, including up to 5% of its net assets in the securities of emerging markets issuers.

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

The investment process combines quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team employs a two-step process to select securities. The first step involves assessing whether a company’s fundamentals indicate strong prospects for growth and attractive valuations based on metrics such as a company’s financial and management strength, and position in its industry.

In addition, the team focuses on companies that exhibit attractive earnings and revenue growth potential.

The fund may invest in securities in any industry or market sector.

The fund has the flexibility to invest up to 20% of its net assets in foreign securities, and up to 5% of its net assets in emerging markets securities.

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

The investment process combines fundamental and quantitative research to identify potential investment opportunities from a list of companies included in the benchmark index. 

The process focuses on undervalued companies that are trading at discounts to their estimated intrinsic values.

The research team employs a two-step process for selecting securities. The first step involves assessing whether a company’s fundamentals such as financial condition, management, and position in its industry indicate superior prospects for growth and attractive valuations.

Next, in the second step the team employs a quantitative, value-oriented approach to construct the fund’s portfolio. The research team then constructs a portfolio that is reflective of its best ideas.

Then the research team using the recommended list from the research team constructs a portfolio of fewer than 40 securities and may invest in securities in any industry or market sector.

The fund may invest in initial public offerings of equity securities.

In addition, the fund may invest up to 20% of its net assets in securities of non-U.S. issuers, including up to 5% of its net assets in the securities of emerging market issuers.

The fund may invest in debt securities and also may hold cash or other short-term investments.

The fund seeks 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 of U.S. issuers.

In selecting securities for the portfolio, the research team focuses on companies that are trading at significant discounts to their estimated intrinsic value.

The team also evaluates a company’s assets and prospects for earnings growth.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team reviews a company’s financial statements and operations.

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 up to 20% of its net assets in securities of non-U.S. issuers, including depositary receipts.

However, the fund will not invest more than 5% of its net assets in the securities of emerging markets issuers.

The fund may invest up to 20% of its net assets in REITs.

Also, the fund may invest in initial public offerings of equity securities.

The fund also may invest in investment grade and below investment grade debt securities.
 

The fund seeks primarily capital appreciation and secondarily reasonable current income by investing in companies in the United States.

The investment process is designed to highlight companies with attractive valuations that are trading at a discount to their estimated intrinsic value.

The process integrates environmental, social and governance analysis by focusing on companies with sustainable business models.

The research team focuses on quality value and growth companies that offer a superior business model, sustainable competitive advantages and shareholder orientation.

The team also evaluates a security's potential value, including the attractiveness of its market valuation, based on the company's assets and prospects for earnings growth.

In addition, the team assesses an issuer based on its financial statements and operations. The research team focuses on the quality and price of individual issuers.

The portfolio holds stocks which offer attractive risk/reward ratio through analysis of industry structure, business outlook and financials.

The fund generally will not invest in companies involved in the production of alcohol, tobacco products and certain controversial military weapons, and the operation of coal mines and gambling casinos and other gaming businesses.

The fund may invest up to 15% of its net assets in securities of non-U.S. issuers, and will not invest more than 5% of its net assets in the securities of emerging markets issuers.

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

The investment process is designed to highlight companies exhibiting above average earnings and revenue growth potential.

Next, the research team utilizes quantitative analysis and fundamental research to evaluate a company’s financial statements and operations.

The team also considers metrics such as a company’s deployment of capital and return on capital. In addition, the focuses on the quality and price of individual securities rather than the economic sector or market-timing strategies.

The fund has the flexibility to invest up to 20% of its net assets in foreign securities, and up to 10% of its net assets in emerging markets securities.

The fund seeks capital appreciation in the long term 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 located throughout the world.

The team focuses on underappreciated companies that exhibit superior fundamental characteristics.

As part of the process, the team integrates a top-down view of the global macro-economic landscape with bottom up equity analysis.

The research process is driven by fundamental analysis of one stock at a time. The team favors companies that are demonstrating above average potential for sales and earnings growth and also, that are also trading at attractive valuations.

In selecting securities for the portfolio, the research team also reviews a company’s financial statements and operations.

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 may invest in both developed and emerging markets without limit.

The fund may invest in securities in any industry or market sector.

Additionally, the fund may invest up to 20% of its net assets in debt securities, including up to 5% of its net assets in below investment grade debt securities, and cash and cash equivalents.

The fund may invest in initial public offerings of equity securities.

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.

Next, the research team invests in equity securities of non-U.S. issuers, located in both developed and emerging markets.

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 a significant discount to their estimated intrinsic value.

The team evaluates companies based on its financial statements and operations.

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 in securities of companies domiciled in at least three different foreign countries.

Generally, the fund's investments in any country are limited to 25% or less of its net assets.

Also, the fund may invest without limitation in securities of emerging market issuers, but generally will not invest more than 25% of its net assets in securities of issuers located in any one emerging market country.

The fund may invest up to 20% of its net assets in debt securities of U.S. and non-U.S. issuers.

Additionally, the fund may invest up to 5% of its net assets in below investment grade debt securities, including below investment grade convertible debt securities and securities of issuers that are in default.

The fund also may hold cash or other short-term instruments.

The fund may invest in initial public offerings of equity securities.
 

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

The investment process starts with identifying stocks that are selling at reasonable prices or are trading at discounts to their intrinsic values. The research team using quantitative techniques evaluates a stock’s potential value based on the company's assets and earnings growth outlook.

Next, the team employs a bottom-up stock selection driven by fundamental research to assess a company’s financial statements and operations.

The fund is diversified and has the flexibility to invest up to 25% of its total assets in securities of non-U.S. issuers. 

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

The investment process invests in securities of real estate investment trusts and other real estate industry issuers.

The process may at times emphasize particular sub-sectors of the real estate industry.

Next, the research team utilizes a growth at a reasonable price investment style to identify investment opportunities.

The team looks for companies with above average potential for earnings and revenue growth that are also trading at attractive valuations.

In addition, the team employs fundamental and qualitative research to evaluate a company’s financial statements and operations, as well as the quality and price.

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 may invest in fewer than 40 securities.

The fund may invest up to 20% of its net assets in debt securities of real estate industry issuers, mortgage-backed securities and short-term investments.

Additionally, the fund may invest up to 5% of its net assets in below investment grade debt securities, including below investment grade convertible debt securities.

The fund may also invest up to 25% of its net assets in securities of non-U.S. issuers, and up to 10% of its net assets may be invested in the securities of emerging markets issuers.

The fund may invest in initial public offerings of equity securities.

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

The investment process starts with companies in the benchmark index. The research team uses quantitative research to highlight companies with financial strength. Next, the team with the help of qualitative analysis reviews individual stocks and sectors.

The research team employs fundamental analysis and valuation guidelines to identify companies with above average earnings and revenue growth outlook that are also trading at attractive market valuations.

The fund may invest up to 20% of its total assets in securities of non-U.S. issuers.