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

The fund manages assets with the help of seven sub-advisers namely Brandywine Global Investment Management, LLC, Coho Partners, Ltd., Copeland Capital Management, LLC, EARNEST Partners LLC, Fred Alger Management, LLC, Parametric Portfolio Associates LLC, and Snow Capital Management, L.P.

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

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 companies demonstrating long-term growth potential.

The team seeks to make investment decisions consistent with the principles of the Catholic Church with respect to a range of social and moral concerns.

These social and moral concerns may include protecting human life, promoting human dignity, reducing arms production, pursuing economic justice, protecting the environment, and encouraging corporate responsibility. This will be accomplished through the reliance on the principles contained in the United States Conference of Catholic Bishops' Socially Responsible Investing Guidelines.

In selecting potential investments, the team prefers companies with financial strength and then evaluated according to the fund's social criteria.

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.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers.

The fund invests in securities of domestic companies, but may also; invest in securities of foreign companies, which may include companies in emerging markets.

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

The fund manages assets with the help of six sub-advisers namely J O Hambro Capital Management Limited, KBI Global Investors (North America) Ltd, Neuberger Berman Investment Advisers LLC, Qtron Investments LLC, Robeco Institutional Asset Management US Inc., and RWC Asset Advisors (US) LLC.

The fund utilizes a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

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 emerging market 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.

The fund maintains investments in at least six emerging market countries, however, it may invest a substantial amount of its assets in issuers located in a single country or a limited number of countries.

Also, the fund may purchase futures contracts or shares of exchange-traded funds.

Additionally, the fund may also invest a portion of its net assets in securities of companies located in developed foreign countries.

The fund seeks to replicate total return performance of the benchmark index before expenses by investing in mid-size companies in the United States.

The sub-advisor’s investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund has the flexibility to invest in exchange-traded funds and real estate investment trusts that are not included in the benchmark Index. 

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

The fund manages assets with the help of two sub-advisers namely Acadian Asset Management LLC, and Wells Capital Management Incorporated.

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

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 U.S. and foreign 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 seeks to achieve lower volatility by constructing a portfolio of securities that will produce a less volatile return than the market over time.

The fund will invest in at least three countries outside of the U.S. and is estimated that at least 40% of the fund's net assets will be invested in non-U.S. securities.

Also, the fund will invest in companies located in developed countries, but may also invest in companies located in emerging markets.

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

The fund manages assets with the help of seven sub-advisers namely Acadian Asset Management LLC, Causeway Capital Management LLC, Delaware Investments Fund Advisers, a series of Macquarie Investment Management Business Trust, Intech Investment Management LLC, J O Hambro Capital Management Limited, Lazard Asset Management LLC, and WCM Investment Management, LLC.

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.

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 primarily in companies located in developed countries, but may also invest in companies located in emerging markets.

Generally, the fund will invest less than 20% of its net assets in emerging markets. However, the fund will invest primarily in securities that are located in at least three countries other than the U.S.
 

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

The fund manages assets with the help of five sub-advisers namely Acadian Asset Management LLC, Ceredex Value Advisors LLC, Coho Partners, Ltd., Mackenzie Investments Corporation, and QMA LLC.

The fund uses a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

The sub-advisers’ investment process uses fundamental research to identify undervalued companies relative to their fundamentals and also looks to outperform the benchmark index.

The sub-advisers employ a long/short equity investment strategy to identify companies exhibiting superior anticipated future earnings growth.

The investment strategy takes long equity positions that are believed to be undervalued relative to their potential and likely to increase in price, and short equity positions that are believed to have significant risk of price decline. These long and short positions may be completely unrelated.    

The fund has the flexibility to invest in common and preferred stocks of small capitalization companies.

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

The fund manages assets with the help of six sub-advisers namely Acadian Asset Management LLC, Coho Partners, Ltd., Fred Alger Management, LLC, LSV Asset Management, Mar Vista Investment Partners, LLC, and Schafer Cullen Capital Management.

The fund uses a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

The fund has the flexibility to invest in common and preferred stocks of small capitalization companies.

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

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk and the fund is currently managed by four sub-advisors.

The sub-advisers are Fiera Capital Inc., Fred Alger Management, LLC, McKinley Capital Management, LLC, and Parametric Portfolio Associates LLC.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The sub-advisers select companies based on specific measurable factors, and through research and analysis of individual financial statements, industry dynamics and trends and economic data and outlook.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser.

The fund seeks to replicate aggregate price and dividend performance of the benchmark index before fees and expenses by investing in large-size companies in the United States.

The sub-adviser’s investment process focuses on companies in the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

At times, where it may not be possible or practicable to buy all of the securities of the Index, the sub-adviser may use a sampling or optimization technique to replicate the weightings in the Index.

In seeking to replicate the performance of the Index, the fund may invest, to a lesser extent, in American Depositary Receipts.

The fund may also invest in securities of companies located in developed foreign countries and small capitalization companies.

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

The fund manages assets with the help of four sub-advisers namely Brandywine Global Investment Management, LLC, LSV Asset Management, Parametric Portfolio Associates LLC, and Schafer Cullen Capital Management.

The fund uses a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

The sub-advisers’ investment process focuses on attractively valued companies in relation to various measures, such as earnings, capital structure or return on invested capital.

The sub-advisers select companies based on specific measurable factors, and through research and analysis of individual financial statements, industry dynamics and trends and economic data and outlook.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser.

The overlay manager may also vary the portfolio implementation to seek trading cost efficiencies, portfolio rebalancing or other portfolio construction objectives as directed by the adviser.

The fund may invest up to 20% of its net assets in securities of foreign issuers.

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

The sub-advisor’s investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The research team also reviews valuation multiples on the basis of earnings and book value.

The team also assesses a company’s ability to deliver consistent growth and probability of positive earnings revisions. 

The fund seeks total return by investing in 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.

Next, the research team looks for companies that are involved in the securities of real estate companies and real estate operating companies.

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

The fund utilizes a multi-manager approach, relying on a number of sub-advisers to manage portions of the fund’s portfolio.

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

The fund manages assets with the help of four sub-advisers namely Acadian Asset Management LLC, Lazard Asset Management LLC, McKinley Capital Management, LLC, and Wells Capital Management Incorporated.

The fund utilizes a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

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 foreign 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 will invest in securities of foreign issuers located in developed and emerging market countries.

However, the fund will not invest more than 35% of its net assets in securities of issuers located in emerging market countries.

Also, the fund avoids investing in companies whose activities directly or indirectly benefit the governments of countries that support terrorism, genocide or human rights abuses.

The fund is diversified as to issuers, market capitalization, industry and country.

Additionally, the fund may also invest in futures contracts and forward contracts for hedging purposes, including to seek to manage the fund’s currency exposure to foreign securities and mitigate the fund’s overall risk.

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

The fund utilizes a multi-manager approach, relying on a number of sub-advisers with differing investment strategies to manage portions of the fund’s portfolio.

The fund manages assets with the help of seven sub-advisers namely Copeland Capital Management, LLC, EAM Investors, LLC, Hillsdale Investment Management Inc., LMCG Investments, LLC, Los Angeles Capital Management LLC, Parametric Portfolio Associates LLC, and Snow Capital Management, L.P.

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

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 equity securities of companies, including exchange-traded funds based on small capitalization indexes and securities of real estate investment trusts.

The team selects companies based on an analysis of financial statements, and relevant industry and economic data.

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.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser.

The overlay manager may also vary the portfolio implementation to seek trading cost efficiencies, loss harvesting, or portfolio rebalancing.
 

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

The fund utilizes a multi-manager approach, relying on a number of sub-advisers to manage portions of the fund’s portfolio.

The fund manages assets with the help of four sub-advisers namely ArrowMark Colorado Holdings, LLC, EAM Investors, LLC, Jackson Creek Investment Advisors LLC, and Parametric Portfolio Associates LLC.

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

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 companies demonstrating attractive growth and appreciation potential.

The team also focuses on a company’s financial statements, relevant industry and economic data.

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.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser.

The overlay manager may also vary the portfolio implementation to seek trading cost efficiencies, loss harvesting, or portfolio rebalancing.

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

The fund utilizes a multi-manager approach, relying on a number of sub-advisers with differing investment strategies to manage portions of the fund’s portfolio.

The fund manages assets with the help of six sub-advisers namely ArrowMark Colorado Holdings, LLC, Copeland Capital Management, LLC, EAM Investors, LLC, LMCG Investments, LLC, Los Angeles Capital Management and Equity Research, Inc., and Snow Capital Management, L.P.

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

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 applies a growth-oriented, a value-oriented or a blended approach to selecting investments.

In the growth-oriented sleeve, the team selects stocks that exhibit attractive growth and appreciation potential in light of such characteristics as revenue and earnings growth, expectations from sell-side analysts and relative valuation.

While in the value-oriented sleeve, the team prefers companies that are attractively valued in light of fundamental characteristics such as earnings, capital structure and/or return on invested capital.

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 by investing in small-size companies in the United States.

The fund utilizes a multi-manager approach, relying on a number of sub-advisers to manage portions of the fund’s portfolio.

The fund manages assets with the help of four sub-advisers namely Cardinal Capital Management, L.L.C., LSV Asset Management, Parametric Portfolio Associates LLC, and Snow Capital Management, L.P.

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

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 companies that are attractively valued relative to measures, such as earnings, capital structure or return on invested capital.

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.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser.

The overlay manager may also vary the portfolio implementation to seek trading cost efficiencies, loss harvesting, or portfolio rebalancing.
 

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

The fund employs a multi-manager strategy relying upon one or more sub-advisers. The sub-advisers’ investment process starts with a list of companies in the benchmark index.

The research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The growth-oriented sub-advisers select stocks that exhibit attractive growth and appreciation potential. They also evaluate characteristics such as revenue and earnings growth, expectations from sell-side analysts and relative valuation.

The value-oriented sub-advisers highlight attractively valued securities on the basis of fundamental characteristics such as earnings, capital structure and/or return on invested capital.

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

The fund manages assets with the help of four sub-advisers namely Acadian Asset Management LLC, LSV Asset Management, Parametric Portfolio Associates LLC, and Wells Capital Management Incorporated.

The fund utilizes a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

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 companies located in developed countries.

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 looks to construct, in a tax-sensitive manner, a portfolio of securities with lower volatility than the broad international developed equity markets.

Additionally, the manager focuses on securities that demonstrate a more stable historical or predicted price and earnings behavior, but also take into consideration low correlation attributes and expected returns.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser.

Generally, the fund will invest primarily in securities that are located in at least three countries outside of the U.S., but will typically invest much more broadly.

The fund considers the security of an issuer to be non-U.S. if the issuer is domiciled, incorporated, located and/or principally traded in a country other than the U.S.

Developed market countries are those countries that are included in a developed markets index by a recognized index provider, or have similar developed characteristics, in each case determined at the time of purchase.

The fund seeks high after-tax basis in the long term by investing in large-size companies in the United States.

The fund manages assets with the help of seven sub-advisers namely Brandywine Global Investment Management, LLC, Coho Partners, Ltd., Fiera Capital Inc., LSV Asset Management, Mar Vista Investment Partners, LLC, Parametric Portfolio Associates LLC, and Schafer Cullen Capital Management.

The fund uses a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

The sub-advisers’ investment process uses a quantitative and/or fundamental analysis to identify investment opportunities.

The sub-advisers select companies based on specific measurable factors, and through research and analysis of financial statements, relevant industry and economic data.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser.

The overlay manager may also vary the portfolio implementation to seek trading cost efficiencies, portfolio rebalancing or other portfolio construction objectives as directed by the adviser.

The fund seeks to maximize after-tax returns by investing in companies across any size in the United States.

The fund manages assets with the help of three sub-advisers namely LSV Asset Management, Parametric Portfolio Associates LLC, and Wells Capital Management Incorporated.

The fund uses a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

In managing its portion of the fund’s assets, each sub-adviser intends to achieve returns similar to those of the broad U.S. equity markets in a tax efficient fashion but with a lower level of volatility.

Then the sub-advisers construct portfolios with a low beta relative to the overall U.S. equity market. In addition, the sub-advisers look to manage the impact of taxes by controlling portfolio turnover levels, selling stocks with the highest tax cost first and opportunistically harvesting losses to offset gains where possible.

The fund seeks to achieve lower volatility by constructing a portfolio of securities that effectively weighs securities based on their total expected risk and return without regard to market capitalization and industry.

The fund may also invest in American Depositary Receipts, real estate investment trusts and securities of non-U.S. companies.

The fund seeks higher returns on an after-tax basis in the long term by investing in small- and mid-size companies in the United States.

The fund employs a multi-manager strategy relying upon one or more sub-advisers. The sub-advisers’ investment process starts with a list of companies in the benchmark index.

The adviser uses quantitative techniques and fundamental analysis to identify investable opportunities.

The adviser selects companies based on specific measurable factors, and through research and analysis of financial statements, relevant industry and economic data.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser. 

The fund seeks capital appreciation and growth in the long term by investing in companies across any size 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 relies on a model-based approach to make investment decisions.

Then the team utilizes quantitative techniques to categorize and selects securities based on factors, such as volatility, share price performance, earnings, book value, revenues, cash flow or stock price.

In addition, the team selects securities through the model-based systems so that each factor contributes proportionately to the fund’s long-term risk-adjusted expected payoff.

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

The fund’s portfolio is diversified and will not be concentrated in any particular industry or sector. However, based on perceived market opportunities, the investment team may reallocate the fund’s assets to tilt in favor of one or more factors.

The fund may also invest in American Depositary Receipts and real estate investment trusts.

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

The fund manages assets with the help of two sub-advisers namely LSV Asset Management, and Wells Capital Management Incorporated.

The fund uses a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

Asset allocation to a given manager is based on the manager's skill set, the current macroeconomic environment, and the risks inherent in each manager's strategy.

Then the sub-adviser 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 fund seeks to achieve lower volatility by constructing a portfolio of securities that effectively weighs securities based on their total expected risk and return without regard to market capitalization and industry.

The fund seeks to generate returns in excess of the benchmark, and at the same time provide diversification by avoiding over-concentration in a single investment style, sector or market trend.

The fund may also invest in American Depositary Receipts, real estate investment trusts and securities of non-U.S. companies.

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

The fund manages assets with the help of seven sub-advisers namely Acadian Asset Management LLC, AllianceBernstein L.P., Delaware Investments Fund Advisers, a series of Macquarie Investment Management Business Trust, J O Hambro Capital Management Limited, Lazard Asset Management LLC, McKinley Capital Management, LLC, and Wells Capital Management Incorporated.

The fund utilizes a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies and strategies to manage portions of the fund’s portfolio.

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 foreign 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 will invest in securities of foreign issuers located in developed and emerging market countries.

However, the fund will not invest more than 35% of its net assets in securities of issuers located in emerging market countries.

Additionally, the fund may also invest in futures contracts and forward contracts for hedging purposes, including to seek to manage the fund’s currency exposure to foreign securities and mitigate the fund’s overall risk.

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

The fund utilizes a multi-manager approach, relying on a number of sub-advisers with differing investment strategies to manage portions of the fund’s portfolio.

The fund manages assets with the help of 11 sub-advisers namely AS Trigon Asset Management, Fiera Capital Inc, Fondsmæglerselskabet Maj Invest A/S, Intech Investment Management LLC,LSV Asset Management, Mackenzie Investments Corporation, Metropole Gestion SA, Poplar Forest Capital LLC, Rhicon Currency Management Pte Ltd, Sompo Asset Management Co., Ltd., and Towle & Co.

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

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 U.S. and foreign 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 will invest in securities of foreign issuers located in developed or emerging market countries, including frontier markets.

Also, the fund may invest in securities denominated in U.S. dollars or foreign currency.

The manager may attempt to take advantage of certain inefficiencies in the currency exchange market, to increase the fund’s exposure to a foreign currency or to shift exposure to foreign currency fluctuations from one currency to another.

The fund estimates to invest at least 40% of its assets in the securities of companies that are tied economically to at least three countries outside the U.S.