The fund seeks capital appreciation and future income 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 focuses on companies in both developed and emerging market countries outside the U.S.

The team considers an issuer to be located outside the U.S. if at least 50% of its revenues or profits are from business activities located outside the U.S., at least 50% of its assets are located outside the U.S., or the principal trading market for its securities is located outside the U.S.

The team prefers companies that are estimated to trade below their fair values with growth potential.

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 primarily capital appreciation and secondarily future income in the long term by investing in large-size companies in the United States.

The sub-advisor’s investment process is designed to highlight attractive companies from a number of industries that meet hurdles on growth, earnings and return on capital. The sub-advisor also considers companies that have the potential to pay dividends in the future.

The research team combines quantitative and qualitative techniques to identify companies that demonstrate superior growth rates, appropriate capital structures, leadership in their respective industries; and/or high quality management focused on generating shareholder value.

The fund has the flexibility to invest in companies across all market capitalizations and may invest a substantial portion of its assets within one or more economic sectors or industries over time.

The fund also may invest up to 5% of its net assets in high yield securities. 

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

The investment process is designed to highlight companies with market capitalization above $2 billion and meet growth, valuation, and earnings hurdles.

The research team using fundamental analysis and quantitative research identifies companies that meet capital structure guidelines and exhibit earnings and growth track records.

Next, the team with the help of qualitative research and individual stock based analysis identifies companies that are trading at low valuations in relation to their peers, the market, their historical valuation ranges and expected growth rates.

The team then narrows the list by evaluating management track record in generating shareholder value.

The fund seeks to construct a portfolio of high quality companies with financial strength and trading at attractive discounts to their intrinsic values.

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

The fund seeks capital appreciation in the long term by investing in small-size 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 securities of foreign issuers.

The team employs a proprietary quantitative multi-factor stock-selection model to select securities.

This model evaluates the relative attractiveness of securities on the basis of measures such as valuation, quality and investor sentiment and other historical quantitative metrics.

Additionally, the model incorporates an element to evaluate the macroeconomic environment for a portion of the model determined by prevailing market conditions.

Next, the team ranks securities in the order of their attractiveness.

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 in other investment companies, including exchange-traded funds, and may hold a portion of its net assets in cash and cash instruments.

Also, the fund may lend its securities and may invest in derivatives, such as futures contracts and total return swaps.
 

The fund seeks to provide maximum total return 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 focuses on securities of foreign issuers.

The team invests in securities issued by companies domiciled or doing a substantial portion of their business in countries to have a developing or emerging economy or securities market.

The team considers a company to be doing a substantial portion of its business in countries that have a developing or emerging economy or securities market if the company has at least 50%of its assets in one or more such countries.

Also, the team considers the company that derives at least 50% of its revenues or profits from goods produced or sold, investments made, or services provided in one or more such countries, or the company’s securities are traded principally in an emerging market.

The team evaluates the relative attractiveness of eligible securities on the basis of factors such as measures of growth potential, valuation, quality and investor sentiment.

Additionally, the team also evaluates the macroeconomic environment and prevailing market conditions when assessing securities.

Then the team ranks eligible securities from the investable universe in the order of their attractiveness.

In addition, the team favors securities with low exposure to market risk factors and low security-specific risk.

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 purchase securities in their initial public offerings, and also, may invest in exchange-traded funds.

The fund may hold a portion of its assets in cash and cash instruments.

While the fund may invest in companies across any market capitalization, it estimates to primarily invest in large capitalization companies.

The fund also may lend its securities and may invest in derivatives, such as futures contracts and total return swaps.

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 focuses on securities of emerging market companies.

An emerging market company is any company domiciled or doing a substantial portion of its business in countries represented in the Index at the time of purchase.

According to the team, these securities may be represented by American Depositary Receipts, Global Depositary Receipts, Non-Voting Depositary Receipts or Participatory Notes.

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

The fund may invest a portion of its net assets in cash and cash equivalents, repurchase agreements and money market instruments, such as money market funds.

Additionally, the fund may also, to the extent permitted by applicable law, invest in shares of other mutual funds whose investment objectives and policies are similar to those of the fund.

The fund seeks to replicate 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 employs a sampling strategy, which means that the fund will hold a portfolio of securities with generally the same risk and return characteristics of the Index.

The portfolio holds fewer than the total number of securities in the Index, but reserves the right to hold as many securities as it believes necessary to achieve the fund’s investment objective.

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.

In addition, the fund may invest in securities that are not included in the Index, cash and cash equivalents or money market instruments, such as repurchase agreements and money market funds.

Also, the fund invests in depository receipts, including American Depositary Receipts, or Global Depository Receipts.
 

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 employs a sampling strategy, which means that the fund will hold a portfolio of securities with generally the same risk and return characteristics of 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.

Also, the fund invests in depository receipts, including American Depositary Receipts, or Global Depository Receipts.

In addition, the fund may invest in cash and cash equivalents or money market instruments, such as repurchase agreements and money market funds.
 

The fund seeks to replicate 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 employs a sampling strategy, which means that the fund will hold a portfolio of securities with generally the same risk and return characteristics of the Index.

The process seeks to replicate the 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 will invest a significant portion of its net assets in equity securities of issuers in developed economies or securities markets.

Additionally, the fund intends to hedge its non-U.S. currency exposure to the U.S. dollar, in a manner intended to replicate the currency hedge reflected in the Index.

Also, the fund invests in depository receipts, including American Depositary Receipts, or Global Depository Receipts.

The fund seeks capital appreciation in the long term by investing in mid-and large-size 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 both developed and emerging market countries outside the U.S.

According to the investment team, an issuer is considered to be located outside the U.S. if at least 50% of its revenues or profits are from business activities located outside the U.S., or at least 50% of its assets are located outside the U.S., or the principal trading market for its securities is located outside the U.S.

The team emphasizes companies that are estimated to trade below their fair values and whose future growth potential is not reflected in their current valuations.

In selecting securities for the portfolio, the research team focuses on companies showing potential for significant business improvement with financial strength and sufficient liquidity.

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 may also use various types of derivative instruments (primarily futures contracts) to gain or hedge exposure to certain types of securities.

However, the fund's net assets are invested in securities of foreign (non-U.S.) companies representing at least three different countries.

Also, at times a significant amount of the fund's net assets may be invested in a single country or region.

The fund also may invest to a lesser extent in debt securities and may invest in securities of companies located in the U.S.

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

The investment process is designed to highlight companies that display above-average growth potential.

The research team combines quantitative and qualitative techniques to identify companies that demonstrate financial strength, leadership in their respective industries; and high-quality management focused on generating shareholder value.

In addition, the team selects companies from a number of industries, and may be focused in one or more market sectors, such as technology.

The team also considers companies that have the potential to pay dividends in the future.

The fund has the flexibility to invest up to 25% of its net assets in securities of foreign issuers.

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

The investment process uses fundamental research to analyze a company’s valuations in relation to their peers and the market, growth rate potential, financial strength and the management’s focus on generating shareholder value.

The broadly diversified portfolio typically has characteristics similar to the benchmark index, including average market capitalization and dividend yield potential.

The fund also may invest to a lesser extent in securities of foreign issuers and debt securities.

The portfolio managers may also use various types of derivative instruments to gain or hedge exposure to certain types of securities as an alternative to investing directly in or selling such securities.

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 mispriced companies that are trading at discounts to their estimated intrinsic values.

In selecting securities for the portfolio, the research team looks for companies that represent the optimal combination of long-term value and 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.

The team will invest in securities of non-U.S. issuers, which may include issuers from both developed and emerging markets countries.

The team considers a company to be a non U.S. issuer if it is organized outside the United States or maintains a principal place of business outside the United States, or its securities are traded principally outside the United States.

Also, the team may consider a company to be a non U.S. issuer if during its most recent fiscal year, it derived at least 50% of its revenues or profits from goods produced or sold, investments made, or services performed outside the United States or it has at least 50% of its assets outside the United States.

The fund also may invest in the securities of Chinese companies, normally restricted to residents of the People’s Republic of China.

Additionally, the fund may invest in other investment companies, including exchange-traded funds.

The fund may hold a portion of its assets in cash and cash equivalents or money market instruments.

While the fund may invest in companies of any market capitalization, it expects to primarily invest in large capitalization companies.

The fund seeks to replicate total return performance of the benchmark index before expenses and fees 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 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 has the flexibility to invest in equity securities that are not included in the Index.