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 invests in companies that design and build robotics and automation systems worldwide.

The team seeks to invest in U.S. and foreign companies involved in innovative and breakthrough technologies across multiple sectors.

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 worldwide with innovation technologies and potential for outperformance over the long-term.

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 companies with game changing technologies in sectors such as manufacturing, infrastructure, transportation, energy, healthcare, information technology, media and communications.

The fund invests more than 25% of its net assets in the machinery and electrical equipment industries, collectively.

Also, the fund invests in developed markets but may also invest in emerging markets.

The fund is non-diversified, which means that it may be invested in the securities of a single issuer.

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 invests in companies that design and build robotics and automation systems worldwide.

The team seeks to invest in U.S. and foreign companies involved in innovative and breakthrough technologies across multiple sectors.

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 worldwide with innovation technologies and potential for outperformance over the long-term.

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 companies with game changing technologies in sectors such as manufacturing, infrastructure, transportation, energy, healthcare, information technology, media and communications.

The fund invests more than 25% of its net assets in the machinery and electrical equipment industries, collectively.

Also, the fund invests in developed markets but may also invest in emerging markets.

The fund is non-diversified, which means that it may be invested in the securities of a single issuer.

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 invests in companies that design and build robotics and automation systems worldwide.

The team seeks to invest in U.S. and foreign companies involved in innovative and breakthrough technologies across multiple sectors.

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 worldwide with innovation technologies and potential for outperformance over the long-term.

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 companies with game changing technologies in sectors such as manufacturing, infrastructure, transportation, energy, healthcare, information technology, media and communications.

The fund invests more than 25% of its net assets in the machinery and electrical equipment industries, collectively.

Also, the fund invests in developed markets but may also invest in emerging markets.

The fund is non-diversified, which means that it may be invested in the securities of a single issuer.

The fund seeks capital appreciation 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 invests in countries world-wide, including the United States, foreign developed countries and emerging markets.

The fund will invest at least 40% of its net assets in securities of issuers located outside of the United States.

Also, the fund will allocate its assets among at least three different countries (one of which may be the U.S.).

In addition, the team prefers stocks of companies that have the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time.

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 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 invests in countries world-wide, including the United States, foreign developed countries and emerging markets.

The fund will invest at least 40% of its net assets in securities of issuers located outside of the United States.

Also, the fund will allocate its assets among at least three different countries (one of which may be the U.S.).

In addition, the team prefers stocks of companies that have the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time.

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 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 invests in countries world-wide, including the United States, foreign developed countries and emerging markets.

The fund will invest at least 40% of its net assets in securities of issuers located outside of the United States.

Also, the fund will allocate its assets among at least three different countries (one of which may be the U.S.).

In addition, the team prefers stocks of companies that have the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time.

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 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 invests in countries world-wide, including the United States, foreign developed countries and emerging markets.

The fund will invest at least 40% of its net assets in securities of issuers located outside of the United States.

Also, the fund will allocate its assets among at least three different countries (one of which may be the U.S.).

In addition, the team prefers stocks of companies that have the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time.

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 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 invests in countries world-wide, including the United States, foreign developed countries and emerging markets.

The fund will invest at least 40% of its net assets in securities of issuers located outside of the United States.

Also, the fund will allocate its assets among at least three different countries (one of which may be the U.S.).

In addition, the team prefers stocks of companies that have the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time.

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 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 invests in countries world-wide, including the United States, foreign developed countries and emerging markets.

The fund will invest at least 40% of its net assets in securities of issuers located outside of the United States.

Also, the fund will allocate its assets among at least three different countries (one of which may be the U.S.).

In addition, the team prefers stocks of companies that have the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time.

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 outside the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

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

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

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 growth-oriented securities.

The team prefers attractively valued companies that represent good, long-term 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 a significant portion of its net assets outside the United States, including in emerging markets.

The fund’s objective is to appreciate capital through investing in small-size companies in the companies around the world including the United States.

The investment process starts with a list of companies in the benchmark index between $50 million and $11 billion market capitalizations. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements, long growth runway and low shareholder participation. The fund favors companies with near-term catalysts to lift stocks higher in the next 18 months.

The fund also applies macro-economic research overlay in selecting countries, allocating capital for countries and regions based on regulatory, political and business climate.

The fund is diversified across different countries and regions as part of its risk control and the fund practices strict buy and sell disciplines and follows strictly its risk management process on avoiding to lose money.

The fund’s objective is to appreciate capital through investing in small-size companies in the companies around the world including the United States.

The investment process starts with a list of companies in the benchmark index between $50 million and $11 billion market capitalizations. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

The team then with the help of qualitative and quantitative research narrows the list of companies with attractive growth profile, strong financial statements, long growth runway and low shareholder participation. The fund favors companies with near-term catalysts to lift stocks higher in the next 18 months.

The fund also applies macro-economic research overlay in selecting countries, allocating capital for countries and regions based on regulatory, political and business climate.

The fund is diversified across different countries and regions as part of its risk control and the fund practices strict buy and sell disciplines and follows strictly its risk management process on avoiding to lose money.

The fund seeks capital appreciation in the long-term through investing in U.S. and foreign companies.

The investment process relies on identifying high quality companies with durable competitive advantage and operated by management with a track record of rational capital allocation and successful wealth creation. The research team then determines if stocks of these companies are trading at attractive discounts to their long term values.

The fund favors companies with high discounts to long term intrinsic valuations and are estimated to be attractive forward rates of return.

The fund seeks capital appreciation in the long-term through investing in U.S. and foreign companies.

The investment process relies on identifying high quality companies with durable competitive advantage and operated by management with a track record of rational capital allocation and successful wealth creation. The research team then determines if stocks of these companies are trading at attractive discounts to their long term values.

The fund favors companies with high discounts to long term intrinsic valuations and are estimated to be attractive forward rates of return.

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

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

The fund manages assets with the help of two sub-advisers namely Dimensional Fund Advisors Ltd. and DFA Australia Limited.

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.

The process employs a fund of funds strategy, which means the Portfolio generally allocates its assets among other funds managed by Dimensional Fund Advisors LP (the Underlying Funds).

The Underlying Funds are The Asia Pacific Small Company Series, The Canadian Small Company Series, The Continental Small Company Series, The Emerging Markets Small Cap Series, The Japanese Small Company Series, The United Kingdom Small Company Series (each a series of The DFA Investment Trust Company), and U.S. Small Cap Portfolio (a series of DFA Investment Dimensions Group Inc.).

Certain Underlying Funds invest in small companies utilizing a market capitalization weighted approach in each country or region designated by the manager.

Next, the research team focuses on securities of companies in developed and emerging markets.

Also, the team evaluates companies on factors such as free float, momentum, trading strategies, liquidity, relative price, profitability, and investment characteristics.

In assessing relative price, the team relies on valuation multiples such as cash flow or earnings.

However, in assessing profitability, the team considers ratios of earnings or profits from operations relative to book value or assets.

Additionally, in assessing a company’s investment characteristics, the team considers ratios such as recent changes in assets divided by total assets.

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 at least 40% of its net assets in non-U.S. companies, or, if market conditions are not deemed favorable, invests at least 30% of its net assets in non-U.S. companies.

Also, the fund and Underlying Funds may lend their portfolio securities to generate additional income.

The fund’s objective is to appreciate capital through investing in small-size companies around the world including the United States.

The investment process starts with a list of companies that are in the bottom 30% of the benchmark. The research team then narrows the investable universe to a list of companies that meet size, quality and growth criteria on earnings, cash flows and return on investments.

The team then looks for companies with sustainable and attractive long-term growth outlook that are trading at a reasonable prices.

The fund generally has about 50% of its investment in the U.S. and 25% in Japan, Germany, France, U.K., and Canada.

The fund’s objective is to appreciate capital through investing in small-size companies around the world including the United States.

The investment process starts with a list of companies that are in the bottom 30% of the benchmark. The research team then narrows the investable universe to a list of companies that meet size, quality and growth criteria on earnings, cash flows and return on investments.

The team then looks for companies with sustainable and attractive long-term growth outlook that are trading at a reasonable prices.

The fund generally has about 50% of its investment in the U.S. and 25% in Japan, Germany, France, U.K., and Canada.

The fund’s objective is to appreciate capital through investing in small-size companies around the world including the United States.

The investment process starts with a list of companies that are in the bottom 30% of the benchmark. The research team then narrows the investable universe to a list of companies that meet size, quality and growth criteria on earnings, cash flows and return on investments.

The team then looks for companies with sustainable and attractive long-term growth outlook that are trading at a reasonable prices.

The fund generally has about 50% of its investment in the U.S. and 25% in Japan, Germany, France, U.K., and Canada.

The fund’s objective is to appreciate capital through investing in small-size companies around the world including the United States.

The investment process starts with a list of companies that are in the bottom 30% of the benchmark. The research team then narrows the investable universe to a list of companies that meet size, quality and growth criteria on earnings, cash flows and return on investments.

The team then looks for companies with sustainable and attractive long-term growth outlook that are trading at a reasonable prices.

The fund generally has about 50% of its investment in the U.S. and 25% in Japan, Germany, France, U.K., and Canada.

The fund’s objective is to appreciate capital through investing in small-size companies around the world including the United States.

The investment process starts with a list of companies that are in the bottom 30% of the benchmark. The research team then narrows the investable universe to a list of companies that meet size, quality and growth criteria on earnings, cash flows and return on investments.

The team then looks for companies with sustainable and attractive long-term growth outlook that are trading at a reasonable prices.

The fund generally has about 50% of its investment in the U.S. and 25% in Japan, Germany, France, U.K., and Canada.

The fund seeks capital appreciation and current income by investing in small-size companies around the world including the U.S.

The investment process starts with a list of companies between $1 billion and $11 billion the market capitalizations. Then the research team looks for companies with established market niches, financial strength, earnings profile and growth prospects. The team then looks at the management track record in developing new products and reinvesting capital for growth. Companies with dividend track record are preferred where management aligns with shareholder interests.

The fund generally invests in developed regions of the world but has the flexibility to invest in emerging markets. The fund invests in between 150 and 180 stocks and top 10 positions account for less than 15% of total assets.

The fund seeks capital appreciation and current income by investing in small-size companies around the world including the U.S.

The investment process starts with a list of companies between $1 billion and $11 billion the market capitalizations. Then the research team looks for companies with established market niches, financial strength, earnings profile and growth prospects. The team then looks at the management track record in developing new products and reinvesting capital for growth. Companies with dividend track record are preferred where management aligns with shareholder interests.

The fund generally invests in developed regions of the world but has the flexibility to invest in emerging markets. The fund invests in between 150 and 180 stocks and top 10 positions account for less than 15% of total assets.

The fund seeks capital appreciation and current income by investing in small-size companies around the world including the U.S.

The investment process starts with a list of companies between $1 billion and $11 billion the market capitalizations. Then the research team looks for companies with established market niches, financial strength, earnings profile and growth prospects. The team then looks at the management track record in developing new products and reinvesting capital for growth. Companies with dividend track record are preferred where management aligns with shareholder interests.

The fund generally invests in developed regions of the world but has the flexibility to invest in emerging markets. The fund invests in between 150 and 180 stocks and top 10 positions account for less than 15% of total assets.

The fund seeks capital appreciation 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 from markets around the world, including U.S. markets.

The team favors companies that are estimated to trade below their fair values and undergoing change (special situations).

Special situations also referred to as catalysts may include management changes, shareholder activism, and operational and financial restructurings.

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.

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 securities of issuers located in any country, in any industry, and of any market capitalization size.

However, the fund will invest at least 40% of its assets, and may invest up to 100% of its assets, in the securities of issuers located in various foreign countries, including both developed and emerging markets.

Also, the fund will invest in debt securities based on their current yields and overall potential for capital appreciation, and may invest a portion of its net assets in derivative instruments.

The fund seeks capital appreciation 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 from markets around the world, including U.S. markets.

The team favors companies that are estimated to trade below their fair values and undergoing change (special situations).

Special situations also referred to as catalysts may include management changes, shareholder activism, and operational and financial restructurings.

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.

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 securities of issuers located in any country, in any industry, and of any market capitalization size.

However, the fund will invest at least 40% of its assets, and may invest up to 100% of its assets, in the securities of issuers located in various foreign countries, including both developed and emerging markets.

Also, the fund will invest in debt securities based on their current yields and overall potential for capital appreciation, and may invest a portion of its net assets in derivative instruments.

The fund seeks long-term capital appreciation by investing in companies around the world.

The fund operates on a belief that investors are slow in processing new information and this persistent lag in investor’s response in recognizing positive catalyst change leads to market inefficiency.

The investment process starts with a list of companies included in its benchmark index or have a market capitalization of less than $1.5 billion. The research team then using systematic principles and fundamental analysis identifies a list of companies with attractive long-term above-average earnings growth and are in the rapid expansion phase.

Next, the team using qualitative analysis and industry research narrows the list to include companies with market leadership, strong management and have durable business model.

Then, the team using disciplined approach screens daily the list of companies for positive earnings surprises and weekly for positive earnings revisions. In addition, the team evaluates the sustainability of earnings change and scalability of business model for the potential to generate rising profit margin as the revenue accelerates.

The dynamic investment process leads to high portfolio turnover and the fund allocates capital based on conviction to between 50 and 80 stocks.

The fund may allocate assets without limits to companies in and outside the United States.

The fund seeks long-term capital appreciation by investing in companies around the world.

The fund operates on a belief that investors are slow in processing new information and this persistent lag in investor’s response in recognizing positive catalyst change leads to market inefficiency.

The investment process starts with a list of companies included in its benchmark index or have a market capitalization of less than $1.5 billion. The research team then using systematic principles and fundamental analysis identifies a list of companies with attractive long-term above-average earnings growth and are in the rapid expansion phase.

Next, the team using qualitative analysis and industry research narrows the list to include companies with market leadership, strong management and have durable business model.

Then, the team using disciplined approach screens daily the list of companies for positive earnings surprises and weekly for positive earnings revisions. In addition, the team evaluates the sustainability of earnings change and scalability of business model for the potential to generate rising profit margin as the revenue accelerates.

The dynamic investment process leads to high portfolio turnover and the fund allocates capital based on conviction to between 50 and 80 stocks.

The fund may allocate assets without limits to companies in and outside the United States.

The fund seeks capital appreciation in the long term by investing in small-size 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 invests in companies located anywhere in the world.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team relies on fundamental analysis to focus on the market price of a company’s securities relative to its long-term earnings, asset value and cash flow potential.

In addition, the team considers a company’s valuation multiple such as earnings, as well as profit margins and liquidation 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 invest a significant amount of its net assets in the securities of companies located in emerging markets.

Also, the fund will invest its net assets in issuers located in at least three different countries (including the United States) and will invest at least 40% of its net assets in foreign securities.
 

The fund seeks capital appreciation in the long term by investing in small-size 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 invests in companies located anywhere in the world.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team relies on fundamental analysis to focus on the market price of a company’s securities relative to its long-term earnings, asset value and cash flow potential.

In addition, the team considers a company’s valuation multiple such as earnings, as well as profit margins and liquidation 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 invest a significant amount of its net assets in the securities of companies located in emerging markets.

Also, the fund will invest its net assets in issuers located in at least three different countries (including the United States) and will invest at least 40% of its net assets in foreign securities.
 

The fund seeks capital appreciation in the long term by investing in small-size 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 invests in companies located anywhere in the world.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team relies on fundamental analysis to focus on the market price of a company’s securities relative to its long-term earnings, asset value and cash flow potential.

In addition, the team considers a company’s valuation multiple such as earnings, as well as profit margins and liquidation 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 invest a significant amount of its net assets in the securities of companies located in emerging markets.

Also, the fund will invest its net assets in issuers located in at least three different countries (including the United States) and will invest at least 40% of its net assets in foreign securities.
 

The fund seeks capital appreciation in the long term by investing in small-size 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 invests in companies located anywhere in the world.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team relies on fundamental analysis to focus on the market price of a company’s securities relative to its long-term earnings, asset value and cash flow potential.

In addition, the team considers a company’s valuation multiple such as earnings, as well as profit margins and liquidation 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 invest a significant amount of its net assets in the securities of companies located in emerging markets.

Also, the fund will invest its net assets in issuers located in at least three different countries (including the United States) and will invest at least 40% of its net assets in foreign securities.
 

The fund seeks capital appreciation in the long term by investing in small-size 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 high-quality companies worldwide that have the potential to deliver superior returns at an acceptable risk level.

As part of the process, the team considers the anticipated economic growth rate, political outlook, current and forecasted inflation rates, currency outlook and interest rate environment within the applicable region.

Other factors in consideration would be characteristics such as above-average growth and superior potential for capital appreciation, significant growth in revenue through either an expanding market or market share.

The team also considers balance sheet strength, superior management; and differentiated or superior products and services or a steady stream of new products and services.

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 demonstrating durable growth characteristics and that are experiencing positive fundamental change.

Company-specific research includes industry and competitive analysis, revenue model analysis, profit analysis and balance sheet assessment.

The team looks to capitalize on stocks that are under-priced relative to their 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 allocates its investments among securities of issuers located in at least eight different countries (which may include the U.S.) and estimates that the majority of its non-U.S. investments will normally be in Japan and Western Europe.

Additionally, the fund will normally invest no more than 25% of its net assets in issuers located in any one country outside the U.S., other than France, Germany, Japan and the United Kingdom.

Also, the fund may invest up to 30% of its net assets in emerging market securities (but no more than 10% in any one emerging market country).

In addition, the fund may invest in securities issued in initial public offerings and real estate investment trusts.

The fund seeks capital appreciation in the long term by investing in small-size 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 high-quality companies worldwide that have the potential to deliver superior returns at an acceptable risk level.

As part of the process, the team considers the anticipated economic growth rate, political outlook, current and forecasted inflation rates, currency outlook and interest rate environment within the applicable region.

Other factors in consideration would be characteristics such as above-average growth and superior potential for capital appreciation, significant growth in revenue through either an expanding market or market share.

The team also considers balance sheet strength, superior management; and differentiated or superior products and services or a steady stream of new products and services.

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 demonstrating durable growth characteristics and that are experiencing positive fundamental change.

Company-specific research includes industry and competitive analysis, revenue model analysis, profit analysis and balance sheet assessment.

The team looks to capitalize on stocks that are under-priced relative to their 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 allocates its investments among securities of issuers located in at least eight different countries (which may include the U.S.) and estimates that the majority of its non-U.S. investments will normally be in Japan and Western Europe.

Additionally, the fund will normally invest no more than 25% of its net assets in issuers located in any one country outside the U.S., other than France, Germany, Japan and the United Kingdom.

Also, the fund may invest up to 30% of its net assets in emerging market securities (but no more than 10% in any one emerging market country).

In addition, the fund may invest in securities issued in initial public offerings and real estate investment trusts.

The fund seeks capital appreciation in the long term by investing in small-size 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 high-quality companies worldwide that have the potential to deliver superior returns at an acceptable risk level.

As part of the process, the team considers the anticipated economic growth rate, political outlook, current and forecasted inflation rates, currency outlook and interest rate environment within the applicable region.

Other factors in consideration would be characteristics such as above-average growth and superior potential for capital appreciation, significant growth in revenue through either an expanding market or market share.

The team also considers balance sheet strength, superior management; and differentiated or superior products and services or a steady stream of new products and services.

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 demonstrating durable growth characteristics and that are experiencing positive fundamental change.

Company-specific research includes industry and competitive analysis, revenue model analysis, profit analysis and balance sheet assessment.

The team looks to capitalize on stocks that are under-priced relative to their 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 allocates its investments among securities of issuers located in at least eight different countries (which may include the U.S.) and estimates that the majority of its non-U.S. investments will normally be in Japan and Western Europe.

Additionally, the fund will normally invest no more than 25% of its net assets in issuers located in any one country outside the U.S., other than France, Germany, Japan and the United Kingdom.

Also, the fund may invest up to 30% of its net assets in emerging market securities (but no more than 10% in any one emerging market country).

In addition, the fund may invest in securities issued in initial public offerings and real estate investment trusts.

The fund seeks capital appreciation in the long term by investing in small-size 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 high-quality companies worldwide that have the potential to deliver superior returns at an acceptable risk level.

As part of the process, the team considers the anticipated economic growth rate, political outlook, current and forecasted inflation rates, currency outlook and interest rate environment within the applicable region.

Other factors in consideration would be characteristics such as above-average growth and superior potential for capital appreciation, significant growth in revenue through either an expanding market or market share.

The team also considers balance sheet strength, superior management; and differentiated or superior products and services or a steady stream of new products and services.

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 demonstrating durable growth characteristics and that are experiencing positive fundamental change.

Company-specific research includes industry and competitive analysis, revenue model analysis, profit analysis and balance sheet assessment.

The team looks to capitalize on stocks that are under-priced relative to their 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 allocates its investments among securities of issuers located in at least eight different countries (which may include the U.S.) and estimates that the majority of its non-U.S. investments will normally be in Japan and Western Europe.

Additionally, the fund will normally invest no more than 25% of its net assets in issuers located in any one country outside the U.S., other than France, Germany, Japan and the United Kingdom.

Also, the fund may invest up to 30% of its net assets in emerging market securities (but no more than 10% in any one emerging market country).

In addition, the fund may invest in securities issued in initial public offerings and real estate investment trusts.

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 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 in the long term by investing in small-size 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.

The process utilizes both fundamentally based, bottom-up techniques with top-down, industry and sector analysis to identify global opportunities.

Next, the research team invests in equity securities of global 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 are estimated to trade below their fair values.

The team also favors well-managed companies that have flexible balance sheets.

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 invests in the securities of companies located in no fewer than three countries, which may include the U.S., and may invest more than 25% of its net assets in any one country.

Also, the fund may invest up to 10% of its net assets in emerging market equity securities.

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

The process utilizes both fundamentally based, bottom-up techniques with top-down, industry and sector analysis to identify global opportunities.

Next, the research team invests in equity securities of global 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 are estimated to trade below their fair values.

The team also favors well-managed companies that have flexible balance sheets.

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 invests in the securities of companies located in no fewer than three countries, which may include the U.S., and may invest more than 25% of its net assets in any one country.

Also, the fund may invest up to 10% of its net assets in emerging market equity securities.

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

The process utilizes both fundamentally based, bottom-up techniques with top-down, industry and sector analysis to identify global opportunities.

Next, the research team invests in equity securities of global 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 are estimated to trade below their fair values.

The team also favors well-managed companies that have flexible balance sheets.

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 invests in the securities of companies located in no fewer than three countries, which may include the U.S., and may invest more than 25% of its net assets in any one country.

Also, the fund may invest up to 10% of its net assets in emerging market equity securities.

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

The process utilizes both fundamentally based, bottom-up techniques with top-down, industry and sector analysis to identify global opportunities.

Next, the research team invests in equity securities of global 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 are estimated to trade below their fair values.

The team also favors well-managed companies that have flexible balance sheets.

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 invests in the securities of companies located in no fewer than three countries, which may include the U.S., and may invest more than 25% of its net assets in any one country.

Also, the fund may invest up to 10% of its net assets in emerging market equity securities.