The fund seeks long-term capital growth through investing in large-size companies in the U.S. and around the world.

The fund is sub-advised by Morgan Stanley Investment Management, Inc with a focus on large-size companies that meet minimum revenue growth criteria.

The investment process starts with a list of companies included in Russell 1000 Growth Index and the list is narrowed using size, growth and quality of earnings and revenues. The list of companies are then analyzed with the help of quantitative metrics, fundamental criteria and long term business focus.

The investment process favors companies with a long growth ramp, structural growth advantage and are also considered disruptive in nature.

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

The fund’s objective it to generate total return through investing in companies with a dividend paying history.

The fund is sub-advised by Barrow, Hanley, Mewhinney & Strauss, LLC.

The investment process starts with a list of large- and mid-cap companies with price to earnings and price to book ratios at or below the market as defined by the S&P 500 index and dividend yields at or above the market.

In addition, the research team favors companies with history of cash dividend for at least for 25 consecutive years. The team also looks for companies with a long established histories of dividend increases to ensure that the growth of the dividend stream of the fund will be higher than that of the market.  

The investment team’s philosophy is rooted in the value discipline, fundamental research and identifying stocks that are out of favor for temporary reasons that can be identified or understood.

The fund seeks to appreciate capital through investing in large-size companies around the world including the United States.

The fund is sub-advised by Rockefeller & Co. LLC.

The investment process starts with companies in the MSCI All Country World Index and narrows down the list using fundamental analysis, sector research, quantitative metrics and valuation guidelines. The team then looks for companies with high and/or improving margins, strong competitive advantage and sector or market leaders.

The team favors companies with attractive valuation and companies with high barriers to competitions.

The fund has the flexibility to invest across all market capitalizations but prefers to invest in larger size and more established companies. In addition, the fund can invest up to 30% of its assets in emerging and frontier markets.

Geographically, the fund allocates about 50% of its assets in the U.S. and Japan, France, U.K., and Germany account for 35%.  

The fund seeks to appreciate capital through investing in large-size companies located outside the United States.

The fund is sub-advised by Thompson, Siegel & Walmsley LLC (TSW).  

The investment process starts with a list of companies in the benchmark MSCI EAFE Index between $120 million and $350 billion. The fund primarily invests in large- and mid-size companies with market capitalization above $10 billion.

The research team then identifies a list of companies that are estimated to outperform the benchmark using fundamental analysis, qualitative and quantitative methods using a four-factor valuation screen.  

About 60% of total assets of the fund are in five countries including U.K., Germany, France, and Switzerland and with Japan leading with 25% allocation.

The investment team then looks for companies with near-term catalyst to revalue stock higher and realize the long term intrinsic value. The team practices a strict sell discipline and sells the stock if the investment thesis is no longer valid or the market presents a significantly better investment opportunity.

The fund seeks to appreciate capital through investing in companies in the developed markets of Asia and Europe and emerging markets.

The fund is sub-advised by TDAM USA Inc

The investment process starts with a list of companies in the benchmark MSCI EAFE Index and the research team narrows the list using fundamental research and earnings analysis and growth outlook.

The team then looks at individual companies to learn more about the long term growth prospects, business momentum and sustainability of earnings. The select list of stocks trading at a reasonable price to their long-term growth outlook are favored to be included in the portfolio.

The fund seeks to appreciate capital through investing in small-size companies located outside the United States.

The fund is sub-advised by Thompson, Siegel & Walmsley LLC (TSW).  

The investment process starts with a list of companies in the benchmark MSCI EAFE Small Cap Index between the market capitalizations of $200 million to $8 billion. The research team then identifies a list of companies that are estimated to outperform the benchmark using fundamental analysis, qualitative and quantitative methods using a four-factor valuation screen.  

The investment team then looks for companies with near-term catalyst to revalue stock higher and realize the long term intrinsic value. The team practices a strict sell discipline and sells the stock if the investment thesis is no longer valid or the market presents a significantly better investment opportunity.

The fund seeks to appreciate capital through investing in companies in the developed economies outside the United States.

The fund is sub-advised by ClariVest Asset Management LLC with a focus on selecting large-size companies in international markets with a philosophy that investors are slow in reacting to improving fundamentals of the company, country or the sector.

The investment process is designed to identify companies with improving fundamentals and earnings but lagging stock prices. With the help of proprietary algorithms, the research team looks for companies exhibiting accelerating growth, favorable valuation, or both. The team uses quantitative analysis on identifying such companies that can improve the risk-reward profile of the fund.

The fund seeks long-term capital gains through investing in the U.S. based large-size companies.

The fund is sub-advised by Rothschild & Co Asset Management US Inc with a focus on large-size companies.

The investment process starts with a list of companies in the benchmark Russell 100 Index and then the list is narrowed using quantitative metrics, fundamental research and relative value approach.

The research team then applies qualitative research and also evaluates long term growth prospects and valuations range.  The team favors companies that are trading at an attractive discount to their long term valuation and are likely to exceed market expectations.

The fund seeks to generate total return including current income in the long-term through investing in large-size companies in the U.S.

The investment process focuses on large- and mega-size companies included in the S&P 500 Index. The research team narrows the investable universe with the help of quantitative screens, fundamental analysis and valuation guidelines.

The investment team favors companies with high return on capital, long-term growth prospects, management with successful track record of capital allocation and dividend track record.

The fund seeks to appreciate capital through investing in large-size companies in the U.S.

The sub-advisor to the fund focuses on companies included in the benchmark Russell 1000 Growth Index. The research team then narrows the universe by the size, quality, and growth of earnings. The companies are then analyzed using fundamental analysis, long term growth outlook and return on investment.

The investment team favors companies with high return on investment, businesses that are expected to sustain above-average growth rates and stocks that are estimated to generate above average return due to higher earnings growth and growing interest from investors.

The fund seeks to appreciate capital in the long-term through investing in large-size U.S. companies.

The sub-adviser starts with a list of companies included in the benchmark Russell 1000 Value Index. The research team narrows the universe of investable stocks with the help of valuation screens, fundamental research and recent price actions.

The team then evaluates the individual company for its long term growth profile and valuation and identifies a list of stocks trading at attractive discounts to long term values.

The fund favors companies with high return on average, attractive stock price discount to its long-term value, and identifiable near-term catalysts for higher stock price revaluation.

The fund seeks capital appreciation through investing in mid-size U.S. companies.

The fund is sub-advised by Wellington Management Company LLP.

The investment process starts with a list of companies in the benchmark, the Russell Midcap Growth Index. The research team then narrows the universe to include companies that meet size, growth and quality of earnings and cash flows.

The research team then with the help of fundamental research identifies a list of companies with accelerating business momentum, improving quality metrics but lagging stock prices. The team then applies valuation measures and arrives at the estimates of long term values and calculates the gap with the current market prices.

The fund favors companies with attractive valuation gap, high quality businesses, high conviction, and are estimated to benefit from the long-term secular growth trends.

The fund seeks to appreciate capital through investing in mid-size companies in the U.S.

The fund is sub-advised by Thompson, Siegel & Walmsley LLC (TSW).

The investment process starts with a list of companies in the benchmark Russell Midcap Value Index and then the research team narrows the list fundamental analysis, valuation metrics and recent price actions. The Team then reviews one company at a time and determines its long term value and compares to its current market price.

After an additional qualitative review of the company’s business and management track record, the team prepares a list of companies with the largest discount to the long term value and present with near-term catalysts to lift stock prices higher.

The investment team prefers active investment style leading to high portfolio turnover as part of its principal investment strategy.

The fund seeks to generate total return including current income through investing in the energy sector.

The sub-advisor to the fund focuses on equity and debt securities of energy master limited partnerships, MLP related entities, energy infrastructure companies and other issuers in the energy sector. The sector includes companies involved in exploring, developing, processing, distributing and marketing of fossil fuels or renewable energy.

The fund may invest up to 10% of total assets in below investment grade debt issued by energy companies and up to 25% of equity and debt securities of MLPs and other entities that are treated as qualified publicly traded partnerships for federal income tax purposes.

The fund is sub-advised by Ranger Investments Management, L.P. with a focus on identifying high quality and high growth small-size companies.  

The investment process starts with a list of companies in the benchmark Russell 2000 Growth Index or between the market capitalizations of $100 million and $2 billion. The research team then narrows the list using size, growth and quality of earnings.

The investment process is focused on understanding the nature of sales and earnings growth through measures of recurring revenue, accelerating sales growth, stable and expanding margins, and return on capital. The research team then also looks for companies with a management track record of successful reinvestment of capital and sustainable business model.

The investment team then combines the growth profile and management quality and determines if the stock is undervalued to be added to the portfolio.

The fund seeks to appreciate capital by investing in small-size companies in the U.S.

The fund is sub-advised by Peregrine Capital Management LLC.

The investment process starts with a list of companies included in the benchmark Russell 2000 Value Index. The research team then narrows the universe using quantitative screens to include least expensive companies for each economic sector and when compared to peer group.

The research team then applies fundamental research and identifies companies that are trading at a discount to their long term value because of one or more of the following reasons. Temporary problems that can be fixed, have near-term catalysts with a potential to spark higher revaluation, acquisition target from a larger company, overlooked by other investors, and underappreciated assets of the company that could unlock future higher valuation.

The fund seeks to appreciate capital in the long-term through investing in small- and mid-size companies primarily in the U.S.

The fund is sub-advised by Thompson, Siegel & Walmsley LLC (TSW) for mid-size companies and by Systematic Financial Management, L.P for small-size companies.

The investment process for selecting and analyzing mid-size companies is rooted in relative valuations and price momentum. The sub-adviser starts with companies with market capitalization between $1 billion and $20 billion and then narrows down the list to companies with strong financial statements, historical earnings growth and above average return on capital but with lagging stock prices. The research team then separates companies with attractive discounts to long term valuation for the potential inclusion in the fund.

The investment process for the small-size companies is driven by identifying companies with strong earnings growth and low debt. The research team then looks for operating metrics and prefers companies that are priced low on the earnings, book value and cash flow basis.

The fund seeks capital appreciation through investing in large- and mega-size U.S. companies.

The fund is sub-advised by Wellington Management Company LLP.

The investment process starts with a list of companies in the benchmarks the Russell 1000 Growth Index and S&P 500 Index and narrows the list to include companies that meet size, growth and quality of earnings and cash flows.

The research team then with the help of fundamental research identifies a list of companies with accelerating business momentum, improving quality metrics but lagging stock prices. The team then applies valuation measures and arrives at the estimates of long term values and calculates the gap with the current market prices.

The fund favors companies with attractive valuation gap, high quality businesses and high conviction.