The fund seeks capital appreciation in the long term by investing in companies outside 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.

Next, the research team focuses on securities tied to emerging market countries that exhibit long-term capital growth potential.

According to the team, a security is economically tied to an emerging market country if it is issued by a foreign government or corporation and is principally traded on the emerging market country’s securities markets, or a minimum of 50% of the issuer’s assets are within the economies of emerging market countries.

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 has the flexibility to invest in American Depositary Receipts, European Depositary Receipts, Global Depositary Receipts, participation notes, warrants and rights.
 

The fund seeks capital appreciation in the long term by investing in companies outside 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.

Next, the research team focuses on securities tied economically to emerging market countries.

According to the team, a security is economically tied to an emerging market country if it is issued by a foreign government or corporation and is principally traded on the emerging market country’s securities markets, or a minimum of 50% of the issuer’s assets are within the economies of emerging market countries.

The team focuses on companies that are estimated to trade below their fair values relative to earnings, dividends and/or assets.

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 have attractive and durable business fundamentals, near-term profitability improvement potential, financial and management strength and low valuation.

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.

Also, the fund may invest up to 20% of its net assets in exchange-traded funds.

The fund has the flexibility to invest in American Depositary Receipts, European Depositary Receipts, Global Depositary Receipts, participation notes, warrants and rights.

The fund seeks capital appreciation in the long term by investing in small-and micro-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 attractively-valued companies.

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’ competitive positions, balance sheet strength, and profit margin improvement potential.

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 portfolio holds between 60 and 90 issues.

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

Next, the research team invests in securities of issuers located throughout the world, including both developed and emerging markets.

The team then assesses a company’s business model, opportunity to take market share, access to growing end-markets, strength of management team, and fundamental valuation.

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.

Additionally, the fund diversifies its investments among a number of different countries throughout the world, including both developed and emerging markets.

The fund may invest under 40% of its net assets in the securities of issuers located outside of the United States, provided that the fund will not invest less than 30% of its net assets in such securities except for temporary defensive purposes.

The fund will normally invest in securities of companies domiciled in at least three countries (one of which may be the United States).

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

Next, the research team focuses on high-quality global companies that have superior competitive dynamics, such as winning business models, expanding market share, growing end markets and capable management teams.

Additionally, the 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 looks to invest in securities of issuers located throughout the world, including both developed and emerging markets, excluding the U.S.

The fund has the flexibility to invest a significant portion of its net assets in companies of one particular market capitalization category.
 

The fund seeks capital appreciation in the long term by investing in micro-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 microcap value stocks.

The team also favors companies that are inexpensive on the basis of book 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 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 invests in attractively-valued companies.

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’ competitive positions, balance sheet strength, and profit margin improvement potential.

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 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 invests in companies that are estimated to trade below their fair values relative to earnings, dividends and/or assets.

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 have attractive and durable business fundamentals, near-term profitability improvement potential, financial and management strength and low valuation.

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 may also invest in securities of non-U.S. companies.

The fund seeks capital appreciation in the long term by investing in small-and mid-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 securities of growth companies.

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 positive future revenue and earnings growth prospects and consistent financial results.

In addition, the team prefers companies offering high returns on equity and profit margins.

As part of the process, the team considers companies having balance sheet strength and attractive valuations.

The team favors companies with a superior company management, and durable business model.

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 portfolio holds approximately 65 to 80 companies.