The fund seeks primarily capital appreciation in the long term and secondarily income 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 the equity securities of growing companies that are trading at reasonable prices.

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 high-quality companies that have the potential to grow steadily for long periods of time.

The team also reviews a company’s financial statements, builds proprietary financial models, visits company facilities, and meets with executive management, suppliers and customers.

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 issued by foreign companies in developed markets, emerging markets, or frontier markets.

In addition, the fund may invest a large percentage of its assets in a particular region or market, including Europe and the United Kingdom.

Additionally, the fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, financials, health care, industrials, and information technology.

The fund seeks capital appreciation in the long term by investing in companies across any size tied economically to India.

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.

The investment team considers companies that are listed on an Indian exchange, that have at least 50% of their assets in India, or that derive at least 50% of their revenues or profits from goods produced or sold, investments made, or services performed in India.

Next, the research team prefers companies that demonstrate above-average revenue and earnings 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 manager may invest a large percentage of the fund’s net assets in a few sectors, including communication services, consumer discretionary, consumer staples, financials, healthcare, industrials, information technology, and materials.

The fund invests across all market capitalizations; however, it may invest a significant portion of its net assets in small-to mid-size companies.

In addition, the fund may also invest in companies domiciled in developed, emerging and frontier markets.

Also, the fund may invest in initial public offerings.

The fund is non-diversified, which means that it may invest a larger percentage of its net assets in the securities of a small number of issuers than a diversified fund.
 

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 focuses on securities of companies that are tied economically to emerging market countries.

The team considers companies that are listed on an exchange in an emerging market country, or that have at least 50% of their assets in an emerging market country.

Also, the team considers companies that derive at least 50% of their revenues or profits from goods produced or sold, investments made, or services performed in an emerging market country.

In addition, the team relies on fundamental analysis to identify the highest-quality growth companies in emerging market countries.

As part of the analysis, the team reviews a company’s financial statements, visits company facilities, and meets with executive management, suppliers and customers.

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 30 to 50 companies.

Additionally, the fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, consumer staples, financials, healthcare, industrials, and information technology.

The fund may also invest in companies domiciled in developed and frontier markets.

Also, the fund may invest a large percentage of its assets in a particular region or market, including India and China.

The fund is non-diversified, which means that it may invest a larger percentage of its assets in the securities of a small number of issuers than a diversified fund.

The fund may invest in initial public offerings and early stage companies.

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 companies that are tied economically to emerging market countries.

The team considers companies that are listed on an exchange in an emerging market country, or that have at least 50% of their assets in an emerging market country.

Also, the team considers companies that derive at least 50% of their revenues or profits from goods produced or sold, investments made, or services performed in an emerging market country.

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 exhibit above-average revenue and earnings growth potential.

The team also visits companies to meet with senior management.

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 companies domiciled in developed and frontier markets.

Also, the fund may invest a large percentage of its assets in a particular region or market, including India and China.

Additionally, the fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, healthcare, industrials, and information technology.

The fund is non-diversified, which means that it may invest a larger percentage of its assets in the securities of a small number of issuers than a diversified fund.

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 focuses on securities of companies that are tied economically to frontier markets and small emerging market countries.

The team considers companies that are listed on a securities exchange in a frontier market or small emerging market country.

In addition, the team considers companies that are legally domiciled in a frontier market or small emerging market country.

Also, the team considers companies that have at least 50% of their assets in a frontier market or small emerging market country, or derive at least 50% of their revenues or profits from goods produced or sold, investments made, or services provided in a frontier market or small emerging market country.

In addition, the team relies on fundamental analysis to identify the highest-quality growth companies tied economically to frontier markets and small emerging market 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 fund may also invest in companies domiciled in developed markets.

Also, the fund may invest a large percentage of its assets in a particular region or market, including Asia.

Additionally, the fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, consumer staples, financials, and information technology.

The fund is non-diversified, which means that it may invest a larger percentage of its assets in the securities of a small number of issuers than a diversified fund.

The fund may also invest in initial public offerings.
 

The fund seeks capital appreciation in the long term by investing in small-and micro-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 invests in securities of foreign and domestic 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 exhibit superior growth potential over the long term.

The team also visits companies to meet with senior management.

The team also focuses on companies that are lagging in market price for temporary reasons and whose future earnings power is not reflected in their current valuations.

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 companies domiciled in at least three countries, including the United States.

Also, the fund may invest a significant portion of its net assets in companies domiciled in foreign countries.

The fund may invest a significant amount of its net assets in securities issued by companies domiciled in emerging and frontier markets. These companies typically are located in the Asia-Pacific region, Eastern Europe, the Middle East, Central and South America, and Africa.

Additionally, the fund may invest a large percentage of its assets in a particular region or market, including India, Asia, Japan, Europe and the United Kingdom.

The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, healthcare, industrials, and information technology.

The fund may also invest in initial public offerings.

The fund seeks capital appreciation and income 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 foreign and domestic companies.

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 evaluates companies on the basis of valuation multiples such as sales, book value, earnings, and earnings-to-growth.

Additionally, the team looks for changes to revenue growth rates, operating margins, outstanding share counts, earnings multiples, and tangible 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 may also invest in companies domiciled in at least three countries, including the United States.

Also, the fund may invest a significant portion of its net assets in companies domiciled in foreign countries.

The fund may invest a significant amount of its net assets in securities issued by companies domiciled in emerging and frontier markets. These companies typically are located in the Asia-Pacific region, Eastern Europe, the Middle East, Central and South America, and Africa.

Additionally, the fund may invest a significant amount of its net assets in a particular region or market, including Asia, Europe and the United Kingdom.

The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, consumer staples, energy, financials, healthcare, industrials, information technology, materials, and utilities.

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 foreign 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 exhibit above-average potential for growth in revenue and earnings.

The team also visits companies to meet with senior management.

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 at least five of the countries included in the benchmark index.

Additionally, the fund may invest a significant amount of its net assets in securities issued by companies domiciled in emerging markets and frontier markets.

These companies typically are located in the Asia-Pacific region, Eastern Europe, the Middle East, Central and South America, and Africa.

In addition, the fund may invest in early stage companies that exhibit excellent long-term growth potential.

Also, the fund may invest a large percentage of its net assets in a particular region or market, including Asia, India, Japan, Europe, and the United Kingdom.

The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, consumer staples, financials, healthcare, industrials, and information technology.
 

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 focuses on foreign micro-capitalization 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 exhibit above-average potential for growth in revenue and earnings.

The team also visits companies to meet with senior management.

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 may invest a significant amount of its net assets in securities issued by companies domiciled in emerging markets and frontier markets.

These companies typically are located in the Asia-Pacific region, Eastern Europe, the Middle East, Central and South America, and Africa.

The fund will invest in at least five of the countries included in the benchmark index.

In addition, the fund may invest in early stage companies that exhibit excellent long-term growth potential.

Also, the fund may invest a large percentage of its net assets in a particular region or market, including Asia, India, Japan, Europe, and the United Kingdom.

The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer staples, financials, healthcare, industrials, and information technology.

The fund may also invest in initial public offerings.

The fund seeks primarily capital appreciation in the long term and secondarily income 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 high-quality 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 have the potential to grow faster than the gross domestic product growth of the United States.

In addition, the team reviews a company’s financial statements, builds proprietary financial models, visits company facilities, and meets with executive management, suppliers and customers.

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 30% of its net assets in securities issued by foreign companies in developed markets, emerging markets, or frontier markets.

Also, the fund may invest a large percentage of its net assets in a particular region or market, including Europe and the United Kingdom.

The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, health care, industrials, and information technology.

Additionally, the fund may invest in initial public offerings.

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 companies whose future earnings power is not reflected in their current valuations.

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 significant discounts to their estimated intrinsic value for temporary reasons.

The team reviews a company’s financial statements, visits company facilities, and meets with executive management, suppliers and customers.

In addition, the team categorizes companies as Undiscovered Gems, Fallen Angels, and Value Momentum.

Undiscovered Gems are attractive companies with good growth potential not yet discovered by investors.

Fallen Angels are high quality growth companies that are trading at attractive valuations for temporary reasons relative to their long-term growth potential.

Value Momentum refers to valuation that is inexpensive relative to a company’s history, but a catalyst for future growth has been identified.

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 30% of its net assets in securities issued by foreign companies in developed markets, emerging markets, or frontier markets.

While the fund primarily invests in value companies, it may also invest in growth companies.

Also, the fund may invest a large percentage of its net assets in a particular region or market, including Europe and the United Kingdom.

The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, financials, health care, industrials, and information technology.

Additionally, the fund may invest in initial public offerings.

The fund seeks primarily capital appreciation in the long term and secondarily income 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 growth companies.

The team seeks to create a blend of core companies that have the potential to grow steadily over long periods of time at faster rates.

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 superior growth prospects.

In addition, the team reviews a company’s financial statements, builds proprietary financial models, visits company facilities, and meets with executive management, suppliers and customers.

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 issued by foreign companies in developed markets, emerging markets, or frontier markets.

Also, the fund may invest a large percentage of its net assets in a particular region or market.

The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, health care, industrials, and information technology.

Additionally, the fund may invest in initial public offerings.

The fund seeks primarily capital appreciation in the long term and secondarily income 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.

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 discounts to their estimated intrinsic value for temporary reasons, but have significant potential for stock price appreciation.

The team reviews a company’s financial statements, visits company facilities, and meets with executive management, suppliers and customers.

In addition, the team categorizes companies as Undiscovered Gems, Fallen Angels, and Quality Value.

Undiscovered Gems are attractive companies with good growth potential not yet discovered by investors.

Fallen Angels are high quality growth companies that are trading at attractive valuations for temporary reasons relative to their long-term growth potential.

Quality Value focuses on quality companies with earnings potential that is not fully reflected in their stock prices.

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 issued by foreign companies in developed markets, emerging markets, or frontier markets.

Additionally, the fund may also invest in growth companies that are trading at a discount to their projected long-term earnings growth rate which is not reflected in their current valuations.

The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, financials, health care, industrials, information technology, materials and real estate.
 

The fund seeks primarily capital appreciation in the long term and secondarily income 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 high 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 have above-average potential for rapid earnings growth and stock price appreciation.

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 30% of its net assets in securities issued by foreign companies in developed markets, emerging markets, or frontier markets.

Also, the fund may invest a large percentage of its net assets in a particular region or market.

The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, financials, health care, industrials, and information technology.

Additionally, the fund may invest in initial public offerings.