The fund seeks capital appreciation by investing in small- to mid-size U.S. companies.

The investment process is designed to identify companies that are growing at attractive rates and may have capacity to grow faster than estimates.

The process combines the fundamental research and quantitative analysis in identifying companies that are demonstrating improving financial results and a favorable earnings outlook.

The fund may also invest up to 20% of its total assets in rights and warrants.

The fund seeks capital appreciation by investing in small- to mid-size U.S. companies.

The investment process is designed to identify companies that are growing at attractive rates and may have capacity to grow faster than estimates.

The process combines the fundamental research and quantitative analysis in identifying companies that are demonstrating improving financial results and a favorable earnings outlook.

The fund may also invest up to 20% of its total assets in rights and warrants.

The fund seeks capital appreciation by investing in small- to mid-size U.S. companies.

The investment process is designed to identify companies that are growing at attractive rates and may have capacity to grow faster than estimates.

The process combines the fundamental research and quantitative analysis in identifying companies that are demonstrating improving financial results and a favorable earnings outlook.

The fund may also invest up to 20% of its total assets in rights and warrants.

The fund seeks capital appreciation by investing in small- to mid-size U.S. companies.

The investment process is designed to identify companies that are growing at attractive rates and may have capacity to grow faster than estimates.

The process combines the fundamental research and quantitative analysis in identifying companies that are demonstrating improving financial results and a favorable earnings outlook.

The fund may also invest up to 20% of its total assets in rights and warrants.

The fund seeks capital appreciation by investing in small- to mid-size U.S. companies.

The investment process is designed to identify companies that are growing at attractive rates and may have capacity to grow faster than estimates.

The process combines the fundamental research and quantitative analysis in identifying companies that are demonstrating improving financial results and a favorable earnings outlook.

The fund may also invest up to 20% of its total assets in rights and warrants.

The fund seeks capital appreciation by investing in small- to mid-size U.S. companies.

The investment process is designed to identify companies that are growing at attractive rates and may have capacity to grow faster than estimates.

The process combines the fundamental research and quantitative analysis in identifying companies that are demonstrating improving financial results and a favorable earnings outlook.

The fund may also invest up to 20% of its total assets in rights and warrants.

The fund seeks capital appreciation by investing in small- to mid-size U.S. companies.

The investment process is designed to identify companies that are growing at attractive rates and may have capacity to grow faster than estimates.

The process combines the fundamental research and quantitative analysis in identifying companies that are demonstrating improving financial results and a favorable earnings outlook.

The fund may also invest up to 20% of its total assets in rights and warrants.

The fund seeks capital appreciation in the long term by investing in 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 focuses on companies experiencing positive dynamic change.

The team believes companies undergoing positive dynamic change offer the best investment opportunities.

Additionally, the team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new 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.

Generally, the portfolio holds approximately 50 holdings.

The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology, consumer discretionary, and healthcare sectors.

Also, the fund can invest in foreign securities.

The fund invests in cash (and cash equivalents), in times of adverse or unstable market, economic or political conditions.

The fund seeks capital appreciation in the long term by investing in 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 focuses on companies experiencing positive dynamic change.

The team believes companies undergoing positive dynamic change offer the best investment opportunities.

Additionally, the team utilizes fundamental analysis to uncover companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The team also focuses on traditional growth companies experiencing rapidly growing demand or market dominance.

In addition, the research team emphasizes companies benefitting from new regulations, a new product innovation or new 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.

Generally, the portfolio holds approximately 50 holdings.

The fund may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology, consumer discretionary, and healthcare sectors.

Also, the fund can invest in foreign securities.

The fund invests in cash (and cash equivalents), in times of adverse or unstable market, economic or political conditions.

The fund invests in mid cap comapnies with a track record of growth and these companies are estimated to maintain or accelerate the current growth pattern.

Investment process is fundamental research driven and managers are looking to invest in companies that have market cap of at least $10 billion. 

Top 10 holdings have about 20% of fund's asset. Fund holdings may be viewed expensive on a traditional price-to-earnings ratio and at times holdings may be more volatile than the broader market indexes. 

The fund invests in mid cap comapnies with a track record of growth and these companies are estimated to maintain or accelerate the current growth pattern.

Investment process is fundamental research driven and managers are looking to invest in companies that have market cap of at least $10 billion. 

Top 10 holdings have about 20% of fund's asset. Fund holdings may be viewed expensive on a traditional price-to-earnings ratio and at times holdings may be more volatile than the broader market indexes. 

The fund invests in mid cap comapnies with a track record of growth and these companies are estimated to maintain or accelerate the current growth pattern.

Investment process is fundamental research driven and managers are looking to invest in companies that have market cap of at least $10 billion. 

Top 10 holdings have about 20% of fund's asset. Fund holdings may be viewed expensive on a traditional price-to-earnings ratio and at times holdings may be more volatile than the broader market indexes. 

The fund invests in mid cap comapnies with a track record of growth and these companies are estimated to maintain or accelerate the current growth pattern.

Investment process is fundamental research driven and managers are looking to invest in companies that have market cap of at least $10 billion. 

Top 10 holdings have about 20% of fund's asset. Fund holdings may be viewed expensive on a traditional price-to-earnings ratio and at times holdings may be more volatile than the broader market indexes. 

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

The investment process starts with identifying companies that are undergoing positive change in business fundamentals. The research team starts with a list of companies in the benchmark index. The research team is using fundamental analysis to uncover and evaluate companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

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

The investment process starts with identifying companies that are undergoing positive change in business fundamentals. The research team starts with a list of companies in the benchmark index. The research team is using fundamental analysis to uncover and evaluate companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

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

The investment process starts with identifying companies that are undergoing positive change in business fundamentals. The research team starts with a list of companies in the benchmark index. The research team is using fundamental analysis to uncover and evaluate companies experiencing high unit volume growth and positive changes in product cycle and market dynamics.

The fund looks for companies benefitting from new regulations, a new product innovation or new management.

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

The disciplined investment process starts with companies in the benchmark index. The research-driven process focuses on stocks with positive fundamentals, compelling valuations, and favorable dividend yields.

The research team through a combination of qualitative analysis and fundamental research identifies attractively-valued, dividend-paying stocks that generate total return including current income.

The fund has the flexibility to invest up to 25% of its assets in non-U.S. securities, including emerging market securities, but seeks to avoid overexposure to any one sector.

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

The disciplined investment process starts with companies in the benchmark index. The research-driven process focuses on stocks with positive fundamentals, compelling valuations, and favorable dividend yields.

The research team through a combination of qualitative analysis and fundamental research identifies attractively-valued, dividend-paying stocks that generate total return including current income.

The fund has the flexibility to invest up to 25% of its assets in non-U.S. securities, including emerging market securities, but seeks to avoid overexposure to any one sector.

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

The disciplined investment process starts with companies in the benchmark index. The research-driven process focuses on stocks with positive fundamentals, compelling valuations, and favorable dividend yields.

The research team through a combination of qualitative analysis and fundamental research identifies attractively-valued, dividend-paying stocks that generate total return including current income.

The fund has the flexibility to invest up to 25% of its assets in non-U.S. securities, including emerging market securities, but seeks to avoid overexposure to any one sector.

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

The disciplined investment process starts with companies in the benchmark index. The research-driven process focuses on stocks with positive fundamentals, compelling valuations, and favorable dividend yields.

The research team through a combination of qualitative analysis and fundamental research identifies attractively-valued, dividend-paying stocks that generate total return including current income.

The fund has the flexibility to invest up to 25% of its assets in non-U.S. securities, including emerging market securities, but seeks to avoid overexposure to any one sector.

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

The disciplined investment process starts with companies in the benchmark index. The research-driven process focuses on stocks with positive fundamentals, compelling valuations, and favorable dividend yields.

The research team through a combination of qualitative analysis and fundamental research identifies attractively-valued, dividend-paying stocks that generate total return including current income.

The fund has the flexibility to invest up to 25% of its assets in non-U.S. securities, including emerging market securities, but seeks to avoid overexposure to any one sector.

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

The disciplined investment process starts with companies in the benchmark index. The research-driven process focuses on stocks with positive fundamentals, compelling valuations, and favorable dividend yields.

The research team through a combination of qualitative analysis and fundamental research identifies attractively-valued, dividend-paying stocks that generate total return including current income.

The fund has the flexibility to invest up to 25% of its assets in non-U.S. securities, including emerging market securities, but seeks to avoid overexposure to any one sector.

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

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors rely on fundamental analysis and changing economic trends to determine the earnings growth prospects of companies.

About 33.9% assets are allocated to Barrow, Hanley, Mewhinney & Strauss, LLC, 33.1% to WEDGE Capital Management, LLP, and 33% to Pzena Investment Management, LLC.

Barrow invests in companies with low price-to-earnings and price to book-value-ratios and high dividend yields in relation to the Russell Midcap Index. The sub-advisor identifies these companies through research and meetings with company management teams.

WEDGE focuses on identifying pricing discrepancies or unrecognized value among high quality market-leading companies that have defendable competitive advantages.

Pzena favors companies whose stock price is low relative to normal earnings power; current earnings are below normal; and management has a reasonable plan for earnings recovery.

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

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors rely on fundamental analysis and changing economic trends to determine the earnings growth prospects of companies.

About 33.9% assets are allocated to Barrow, Hanley, Mewhinney & Strauss, LLC, 33.1% to WEDGE Capital Management, LLP, and 33% to Pzena Investment Management, LLC.

Barrow invests in companies with low price-to-earnings and price to book-value-ratios and high dividend yields in relation to the Russell Midcap Index. The sub-advisor identifies these companies through research and meetings with company management teams.

WEDGE focuses on identifying pricing discrepancies or unrecognized value among high quality market-leading companies that have defendable competitive advantages.

Pzena favors companies whose stock price is low relative to normal earnings power; current earnings are below normal; and management has a reasonable plan for earnings recovery.

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

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors rely on fundamental analysis and changing economic trends to determine the earnings growth prospects of companies.

About 33.9% assets are allocated to Barrow, Hanley, Mewhinney & Strauss, LLC, 33.1% to WEDGE Capital Management, LLP, and 33% to Pzena Investment Management, LLC.

Barrow invests in companies with low price-to-earnings and price to book-value-ratios and high dividend yields in relation to the Russell Midcap Index. The sub-advisor identifies these companies through research and meetings with company management teams.

WEDGE focuses on identifying pricing discrepancies or unrecognized value among high quality market-leading companies that have defendable competitive advantages.

Pzena favors companies whose stock price is low relative to normal earnings power; current earnings are below normal; and management has a reasonable plan for earnings recovery.

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

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors rely on fundamental analysis and changing economic trends to determine the earnings growth prospects of companies.

About 33.9% assets are allocated to Barrow, Hanley, Mewhinney & Strauss, LLC, 33.1% to WEDGE Capital Management, LLP, and 33% to Pzena Investment Management, LLC.

Barrow invests in companies with low price-to-earnings and price to book-value-ratios and high dividend yields in relation to the Russell Midcap Index. The sub-advisor identifies these companies through research and meetings with company management teams.

WEDGE focuses on identifying pricing discrepancies or unrecognized value among high quality market-leading companies that have defendable competitive advantages.

Pzena favors companies whose stock price is low relative to normal earnings power; current earnings are below normal; and management has a reasonable plan for earnings recovery.

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

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors rely on fundamental analysis and changing economic trends to determine the earnings growth prospects of companies.

About 33.9% assets are allocated to Barrow, Hanley, Mewhinney & Strauss, LLC, 33.1% to WEDGE Capital Management, LLP, and 33% to Pzena Investment Management, LLC.

Barrow invests in companies with low price-to-earnings and price to book-value-ratios and high dividend yields in relation to the Russell Midcap Index. The sub-advisor identifies these companies through research and meetings with company management teams.

WEDGE focuses on identifying pricing discrepancies or unrecognized value among high quality market-leading companies that have defendable competitive advantages.

Pzena favors companies whose stock price is low relative to normal earnings power; current earnings are below normal; and management has a reasonable plan for earnings recovery.

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

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors rely on fundamental analysis and changing economic trends to determine the earnings growth prospects of companies.

About 33.9% assets are allocated to Barrow, Hanley, Mewhinney & Strauss, LLC, 33.1% to WEDGE Capital Management, LLP, and 33% to Pzena Investment Management, LLC.

Barrow invests in companies with low price-to-earnings and price to book-value-ratios and high dividend yields in relation to the Russell Midcap Index. The sub-advisor identifies these companies through research and meetings with company management teams.

WEDGE focuses on identifying pricing discrepancies or unrecognized value among high quality market-leading companies that have defendable competitive advantages.

Pzena favors companies whose stock price is low relative to normal earnings power; current earnings are below normal; and management has a reasonable plan for earnings recovery.

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

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisors rely on fundamental analysis and changing economic trends to determine the earnings growth prospects of companies.

About 33.9% assets are allocated to Barrow, Hanley, Mewhinney & Strauss, LLC, 33.1% to WEDGE Capital Management, LLP, and 33% to Pzena Investment Management, LLC.

Barrow invests in companies with low price-to-earnings and price to book-value-ratios and high dividend yields in relation to the Russell Midcap Index. The sub-advisor identifies these companies through research and meetings with company management teams.

WEDGE focuses on identifying pricing discrepancies or unrecognized value among high quality market-leading companies that have defendable competitive advantages.

Pzena favors companies whose stock price is low relative to normal earnings power; current earnings are below normal; and management has a reasonable plan for earnings recovery.

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

The sub-advisor’s investment process is designed to identify companies with well-established operations, a high return on invested assets, and products or services with a minimized chance of obsolescence.

The team also favors companies with significant barriers to entry, and strong management.

The concentrated portfolio holds approximately 20 to 35 high-conviction stocks, and the fund may have significant exposure to the Materials sector.

Normally the fund invests in small- and mid-capitalization companies but has the flexibility to invest in all market capitalizations.

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

The sub-advisor’s investment process is designed to identify companies with well-established operations, a high return on invested assets, and products or services with a minimized chance of obsolescence.

The team also favors companies with significant barriers to entry, and strong management.

The concentrated portfolio holds approximately 20 to 35 high-conviction stocks, and the fund may have significant exposure to the Materials sector.

Normally the fund invests in small- and mid-capitalization companies but has the flexibility to invest in all market capitalizations.

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

The sub-advisor’s investment process is designed to identify companies with well-established operations, a high return on invested assets, and products or services with a minimized chance of obsolescence.

The team also favors companies with significant barriers to entry, and strong management.

The concentrated portfolio holds approximately 20 to 35 high-conviction stocks, and the fund may have significant exposure to the Materials sector.

Normally the fund invests in small- and mid-capitalization companies but has the flexibility to invest in all market capitalizations.

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

The sub-advisor’s investment process is designed to identify companies with sustainable earnings growth and earnings catalysts that are expected to experience an earnings boost and behavioral finance metrics. The process looks to identify the magnitude and duration of earnings change.

The fund favors companies with a track record of sustainable earnings and companies with presence of near-term catalyst that could revalue the stock price higher.

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

The sub-advisor’s investment process is designed to identify companies with sustainable earnings growth and earnings catalysts that are expected to experience an earnings boost and behavioral finance metrics. The process looks to identify the magnitude and duration of earnings change.

The fund favors companies with a track record of sustainable earnings and companies with presence of near-term catalyst that could revalue the stock price higher.

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

The sub-advisor’s investment process is designed to identify companies with sustainable earnings growth and earnings catalysts that are expected to experience an earnings boost and behavioral finance metrics. The process looks to identify the magnitude and duration of earnings change.

The fund favors companies with a track record of sustainable earnings and companies with presence of near-term catalyst that could revalue the stock price higher.

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

The sub-advisor’s investment process is designed to identify companies with sustainable earnings growth and earnings catalysts that are expected to experience an earnings boost and behavioral finance metrics. The process looks to identify the magnitude and duration of earnings change.

The fund favors companies with a track record of sustainable earnings and companies with presence of near-term catalyst that could revalue the stock price higher.

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

The sub-advisor’s investment process is designed to identify companies with sustainable earnings growth and earnings catalysts that are expected to experience an earnings boost and behavioral finance metrics. The process looks to identify the magnitude and duration of earnings change.

The fund favors companies with a track record of sustainable earnings and companies with presence of near-term catalyst that could revalue the stock price higher.

The fund seeks capital appreciation in the long term by investing in 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 companies exhibiting the potential to increase in value over time.

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 with attractive returns on invested capital that are demonstrating business improvement.

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 may invest in securities of foreign companies.

The fund seeks capital appreciation in the long term by investing in 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 companies exhibiting the potential to increase in value over time.

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 with attractive returns on invested capital that are demonstrating business improvement.

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 may invest in securities of foreign companies.

The fund seeks capital appreciation in the long term by investing in 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 companies exhibiting the potential to increase in value over time.

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 with attractive returns on invested capital that are demonstrating business improvement.

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 may invest in securities of foreign companies.

The fund seeks capital appreciation in the long term by investing in 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 companies exhibiting the potential to increase in value over time.

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 with attractive returns on invested capital that are demonstrating business improvement.

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 may invest in securities of foreign companies.

The fund seeks capital appreciation in the long term by investing in 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 companies exhibiting the potential to increase in value over time.

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 with attractive returns on invested capital that are demonstrating business improvement.

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 may invest in securities of foreign companies.

The fund seeks capital appreciation in the long term by investing in 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 companies exhibiting the potential to increase in value over time.

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 with attractive returns on invested capital that are demonstrating business improvement.

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 may invest in securities of foreign companies.

The fund seeks capital appreciation in the long term by investing in 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 companies exhibiting the potential to increase in value over time.

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 with attractive returns on invested capital that are demonstrating business improvement.

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 may invest in securities of foreign companies.

The fund seeks capital appreciation in the long term by investing in 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 companies exhibiting the potential to increase in value over time.

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 with attractive returns on invested capital that are demonstrating business improvement.

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 may invest in securities of foreign companies.

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

The investment process starts with companies in the benchmark index. The research team looks for companies that offer higher returns, lower volatility and attractive dividend yields.

Next, the research team uses qualitative research to identify companies that are temporarily selling at a discount and may not reflect the company’s value based on its long-term prospective earnings.

The team then narrows the list of these undervalued companies and holds them till they reflect the estimated fair value.

The fund has the flexibility to invest a portion of its assets in foreign securities.

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

The investment process starts with companies in the benchmark index. The research team looks for companies that offer higher returns, lower volatility and attractive dividend yields.

Next, the research team uses qualitative research to identify companies that are temporarily selling at a discount and may not reflect the company’s value based on its long-term prospective earnings.

The team then narrows the list of these undervalued companies and holds them till they reflect the estimated fair value.

The fund has the flexibility to invest a portion of its assets in foreign securities.

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

The investment process starts with companies in the benchmark index. The research team looks for companies that offer higher returns, lower volatility and attractive dividend yields.

Next, the research team uses qualitative research to identify companies that are temporarily selling at a discount and may not reflect the company’s value based on its long-term prospective earnings.

The team then narrows the list of these undervalued companies and holds them till they reflect the estimated fair value.

The fund has the flexibility to invest a portion of its assets in foreign securities.

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

The investment process starts with companies in the benchmark index. The research team looks for companies that offer higher returns, lower volatility and attractive dividend yields.

Next, the research team uses qualitative research to identify companies that are temporarily selling at a discount and may not reflect the company’s value based on its long-term prospective earnings.

The team then narrows the list of these undervalued companies and holds them till they reflect the estimated fair value.

The fund has the flexibility to invest a portion of its assets in foreign securities.

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

The investment process starts with companies in the benchmark index. The research team looks for companies that offer higher returns, lower volatility and attractive dividend yields.

Next, the research team uses qualitative research to identify companies that are temporarily selling at a discount and may not reflect the company’s value based on its long-term prospective earnings.

The team then narrows the list of these undervalued companies and holds them till they reflect the estimated fair value.

The fund has the flexibility to invest a portion of its assets in foreign securities.

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

The investment process starts with companies in the benchmark index. The research team looks for companies that offer higher returns, lower volatility and attractive dividend yields.

Next, the research team uses qualitative research to identify companies that are temporarily selling at a discount and may not reflect the company’s value based on its long-term prospective earnings.

The team then narrows the list of these undervalued companies and holds them till they reflect the estimated fair value.

The fund has the flexibility to invest a portion of its assets in foreign securities.

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

The investment process starts with companies in the benchmark index. The research team looks for companies that offer higher returns, lower volatility and attractive dividend yields.

Next, the research team uses qualitative research to identify companies that are temporarily selling at a discount and may not reflect the company’s value based on its long-term prospective earnings.

The team then narrows the list of these undervalued companies and holds them till they reflect the estimated fair value.

The fund has the flexibility to invest a portion of its assets in foreign securities.

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

The investment process starts with companies in the benchmark index. The research team looks for companies that offer higher returns, lower volatility and attractive dividend yields.

Next, the research team uses qualitative research to identify companies that are temporarily selling at a discount and may not reflect the company’s value based on its long-term prospective earnings.

The team then narrows the list of these undervalued companies and holds them till they reflect the estimated fair value.

The fund has the flexibility to invest a portion of its assets in foreign securities.

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

The sub-advisor’s investment process focuses on identifying companies using fundamental analysis that are inefficiently priced relative to their growth outlook.

The research team employs quantitative analysis to look for companies with compelling valuations, attractive business models and experienced management teams.

Next, the research team with the help of qualitative research identifies companies that are estimated to continue or accelerate earnings growth in the next one to three years.

The sub-adviser takes a long-term approach with a focus on maximizing after-tax returns.

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

The sub-advisor’s investment process focuses on identifying companies using fundamental analysis that are inefficiently priced relative to their growth outlook.

The research team employs quantitative analysis to look for companies with compelling valuations, attractive business models and experienced management teams.

Next, the research team with the help of qualitative research identifies companies that are estimated to continue or accelerate earnings growth in the next one to three years.

The sub-adviser takes a long-term approach with a focus on maximizing after-tax returns.

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

The sub-advisor’s investment process focuses on identifying companies using fundamental analysis that are inefficiently priced relative to their growth outlook.

The research team employs quantitative analysis to look for companies with compelling valuations, attractive business models and experienced management teams.

Next, the research team with the help of qualitative research identifies companies that are estimated to continue or accelerate earnings growth in the next one to three years.

The sub-adviser takes a long-term approach with a focus on maximizing after-tax returns.

The fund’s objective is to appreciate capital in the long-term through investing in small- and mid-size U.S. companies.

The investment process starts with the list of stocks included in the benchmark Russell 2500 Index. The research team with the help of quantitative screens and systemic discipline identifies companies with financial strength, attractive business model, and shareholder friendly management.

The team builds high conviction through deeper research in understanding growth drives, competitive landscape, and long term growth outlook.

The team also looks for companies that are underfollowed or misunderstood by investors. In addition, the team using a proprietary valuation model discovers companies trading at discount to long term values and builds a concentrated portfolio.

The investment management team relies on a structured sell discipline and the highly opportunistic strategy may lead to high portfolio turnover.

The fund’s objective is to appreciate capital in the long-term through investing in small- and mid-size U.S. companies.

The investment process starts with the list of stocks included in the benchmark Russell 2500 Index. The research team with the help of quantitative screens and systemic discipline identifies companies with financial strength, attractive business model, and shareholder friendly management.

The team builds high conviction through deeper research in understanding growth drives, competitive landscape, and long term growth outlook.

The team also looks for companies that are underfollowed or misunderstood by investors. In addition, the team using a proprietary valuation model discovers companies trading at discount to long term values and builds a concentrated portfolio.

The investment management team relies on a structured sell discipline and the highly opportunistic strategy may lead to high portfolio turnover.

The fund’s objective is to appreciate capital in the long-term through investing in small- and mid-size U.S. companies.

The investment process starts with the list of stocks included in the benchmark Russell 2500 Index. The research team with the help of quantitative screens and systemic discipline identifies companies with financial strength, attractive business model, and shareholder friendly management.

The team builds high conviction through deeper research in understanding growth drives, competitive landscape, and long term growth outlook.

The team also looks for companies that are underfollowed or misunderstood by investors. In addition, the team using a proprietary valuation model discovers companies trading at discount to long term values and builds a concentrated portfolio.

The investment management team relies on a structured sell discipline and the highly opportunistic strategy may lead to high portfolio turnover.

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

The sub-adviser’s investment process focuses on a list of companies in the benchmark and then the research team narrows the investable universe to a list of companies that meet financial strength criteria, earnings and long term growth hurdles.

The team then analyzes individual stock and evaluates business model and management track record in capital allocation.

The fund favors market leaders with sustainable businesses with long growth-ramp and high return on capital.

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

The sub-adviser’s investment process focuses on a list of companies in the benchmark and then the research team narrows the investable universe to a list of companies that meet financial strength criteria, earnings and long term growth hurdles.

The team then analyzes individual stock and evaluates business model and management track record in capital allocation.

The fund favors market leaders with sustainable businesses with long growth-ramp and high return on capital.

The fund’s objective is to appreciate capital through investing in mid-size companies in the U.S.

The investment process starts with a list of companies with market capitalizations between $1 billion and $30 billion. 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 practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.

The fund’s objective is to appreciate capital through investing in mid-size companies in the U.S.

The investment process starts with a list of companies with market capitalizations between $1 billion and $30 billion. 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 practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.

The fund’s objective is to appreciate capital through investing in mid-size companies in the U.S.

The investment process starts with a list of companies with market capitalizations between $1 billion and $30 billion. 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 practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.

The market capitalization range between $100 million and $10 billion covers small and mid cap companies.

With more than 2,500 companies to choose from, the fund relies on investment screens to identify investment opportunities. Fund manager looks for companies that are out-of-favor with investors, under followed on Wall Street and maybe undergoing special situation because of the recent corporate restructuring or spin-off. 

Less than 30% of the fund's asset is in the top 10 holdings. In the last five-year period, the portfolio turnover has ranged between 50% and 80%. 

The market capitalization range between $100 million and $10 billion covers small and mid cap companies.

With more than 2,500 companies to choose from, the fund relies on investment screens to identify investment opportunities. Fund manager looks for companies that are out-of-favor with investors, under followed on Wall Street and maybe undergoing special situation because of the recent corporate restructuring or spin-off. 

Less than 30% of the fund's asset is in the top 10 holdings. In the last five-year period, the portfolio turnover has ranged between 50% and 80%. 

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

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

Next, the research team invests in equity securities that exhibit the potential for capital appreciation.

The team evaluate whether companies demonstrate an improving balance sheet and an improving leverage ratio. 

Also, the team has the flexibility to invest in growth or value stocks.

In addition, the team prefers companies that are fiscally responsible and capable of maintaining debt payments.

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 15% of its net assets in foreign securities.

The fund may also hold cash or other short-term investments.

Although the fund may invest in companies of any size, the fund prefers mid-cap companies.

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

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

Next, the research team invests in equity securities that exhibit the potential for capital appreciation.

The team evaluate whether companies demonstrate an improving balance sheet and an improving leverage ratio. 

Also, the team has the flexibility to invest in growth or value stocks.

In addition, the team prefers companies that are fiscally responsible and capable of maintaining debt payments.

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 15% of its net assets in foreign securities.

The fund may also hold cash or other short-term investments.

Although the fund may invest in companies of any size, the fund prefers mid-cap companies.

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

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

Next, the research team invests in equity securities that exhibit the potential for capital appreciation.

The team evaluate whether companies demonstrate an improving balance sheet and an improving leverage ratio. 

Also, the team has the flexibility to invest in growth or value stocks.

In addition, the team prefers companies that are fiscally responsible and capable of maintaining debt payments.

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 15% of its net assets in foreign securities.

The fund may also hold cash or other short-term investments.

Although the fund may invest in companies of any size, the fund prefers mid-cap companies.

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

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

Next, the research team invests in equity securities that exhibit the potential for capital appreciation.

The team evaluate whether companies demonstrate an improving balance sheet and an improving leverage ratio. 

Also, the team has the flexibility to invest in growth or value stocks.

In addition, the team prefers companies that are fiscally responsible and capable of maintaining debt payments.

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 15% of its net assets in foreign securities.

The fund may also hold cash or other short-term investments.

Although the fund may invest in companies of any size, the fund prefers mid-cap companies.

The fund seeks to invest in undervalued mid cap companies with strong growth potential.

The bottom up investment process looks for companies with strong balance sheet, positive cash flow and business models with sustainable competitive advantage. The process also applies environmental, social and governance factors in selecting companies.

Investment team conducts deep-dive research to gain insights in industries and companies and also takes a contrarian view before making an investment decision.

The fund seeks to invest in undervalued mid cap companies with strong growth potential.

The bottom up investment process looks for companies with strong balance sheet, positive cash flow and business models with sustainable competitive advantage. The process also applies environmental, social and governance factors in selecting companies.

Investment team conducts deep-dive research to gain insights in industries and companies and also takes a contrarian view before making an investment decision.

The fund seeks to generate positive returns by investing in small and mid-cap companies for the long term.

The investment process is bottom up selection driven to discover companies that are trading at a discount to their long term value. The companies with strong cash flow and the need low reinvestments and superior competitive advantage are selected for deeper research. The investment team also considers environmental, social and governance factors. In-depth sector and industry research guides investment selection.

Only companies with the highest convictions are added to the portfolio of 35.

The fund seeks to generate positive returns by investing in small and mid-cap companies for the long term.

The investment process is bottom up selection driven to discover companies that are trading at a discount to their long term value. The companies with strong cash flow and the need low reinvestments and superior competitive advantage are selected for deeper research. The investment team also considers environmental, social and governance factors. In-depth sector and industry research guides investment selection.

Only companies with the highest convictions are added to the portfolio of 35.

The fund seeks maximum capital appreciation in the long term by investing in 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 seeks to invest in companies demonstrating growth potential.

The team favors companies that possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.

In addition, the team looks for companies that are well positioned for long-term growth, which is driven by demand for their products and services.

As part of the security selection process, the team focuses on the global economy in order to find investment opportunities.

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 may invest up to 15% of its net assets in securities of non-US companies (including depositary receipts).

However, the fund’s investments in non-US securities may include investments in developed markets, as well as emerging and less developed markets.

The fund seeks maximum capital appreciation in the long term by investing in 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 seeks to invest in companies demonstrating growth potential.

The team favors companies that possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.

In addition, the team looks for companies that are well positioned for long-term growth, which is driven by demand for their products and services.

As part of the security selection process, the team focuses on the global economy in order to find investment opportunities.

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 may invest up to 15% of its net assets in securities of non-US companies (including depositary receipts).

However, the fund’s investments in non-US securities may include investments in developed markets, as well as emerging and less developed markets.

The fund seeks maximum capital appreciation in the long term by investing in 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 seeks to invest in companies demonstrating growth potential.

The team favors companies that possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.

In addition, the team looks for companies that are well positioned for long-term growth, which is driven by demand for their products and services.

As part of the security selection process, the team focuses on the global economy in order to find investment opportunities.

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 may invest up to 15% of its net assets in securities of non-US companies (including depositary receipts).

However, the fund’s investments in non-US securities may include investments in developed markets, as well as emerging and less developed markets.

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

The investment process starts with fundamental research to identify undervalued companies that have strong financial strength and attractive business economics.

The research team believes that companies with these characteristics are less likely to experience eroding values over the long term.

Next, the team with the help of qualitative analysis looks for companies with earnings power not yet recognized by the market, an acceptable level of debt and positive cash flow, and cash-producing businesses.

The fund focuses on free cash flow and return on capital capabilities and prefers companies where a near-term identifiable catalyst is present that is expected to lead to a higher valuation.

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

The investment process starts with fundamental research to identify undervalued companies that have strong financial strength and attractive business economics.

The research team believes that companies with these characteristics are less likely to experience eroding values over the long term.

Next, the team with the help of qualitative analysis looks for companies with earnings power not yet recognized by the market, an acceptable level of debt and positive cash flow, and cash-producing businesses.

The fund focuses on free cash flow and return on capital capabilities and prefers companies where a near-term identifiable catalyst is present that is expected to lead to a higher valuation.

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

The investment process starts with fundamental research to identify undervalued companies that have strong financial strength and attractive business economics.

The research team believes that companies with these characteristics are less likely to experience eroding values over the long term.

Next, the team with the help of qualitative analysis looks for companies with earnings power not yet recognized by the market, an acceptable level of debt and positive cash flow, and cash-producing businesses.

The fund focuses on free cash flow and return on capital capabilities and prefers companies where a near-term identifiable catalyst is present that is expected to lead to a higher valuation.

The multi-cap fund looks to diversify across small to large cap companies that are currently out of favor with investors.

With long term focus, investment team looks for financially strong companies with the expectations of near term catalyst with an impact on earnings or cash flow and improve shareholder value.

The fund practices morally responsible investing based and avoids all companies that are contrary to core values and teachings of the Roman Catholic Church. The fund avoids companies that are engaged in abortion, pornography, embryonic stem cell research and have policies that undermine the sacrament of marriage.

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

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

Next, the research team seeks to invest in high-quality companies that exhibit above-average growth potential.

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 for superior growth, increasing profitability, sustainable revenue and earnings streams, attractive valuations and sound capital structures.

In addition, the team considers companies with new or innovative products or services; adaptive or creative management; excellent financial and operational capabilities, balance sheet strength, and profit potential.

As part of the process, the team also reviews the macroeconomic environment, with a focus on factors such as interest rates, inflation, consumer confidence and corporate spending.

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 does not invest in corporations that derive substantial revenue from alcohol, tobacco, pornography, pork, gambling, hydraulic fracturing, private prisons or weapons industries.

Additionally, the fund will not invest in securities or other instruments that derive revenue from the receipt of interest from lending arrangements, preferred stocks and convertible securities.

The fund seeks capital appreciation in the long term by investing in 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 U.S. and foreign companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are traded on major U.S. exchanges.

The team favors companies demonstrating growth prospects.

In addition, the team focuses on companies with durable profitability, sustainable revenue growth, favorable industry dynamics, management strength and integrity, as well as an understanding of market expectations of a company.

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 15% of its net assets in equity securities of foreign companies.
 

The fund seeks capital appreciation in the long term by investing in 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 U.S. and foreign companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are traded on major U.S. exchanges.

The team favors companies demonstrating growth prospects.

In addition, the team focuses on companies with durable profitability, sustainable revenue growth, favorable industry dynamics, management strength and integrity, as well as an understanding of market expectations of a company.

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 15% of its net assets in equity securities of foreign companies.
 

The fund seeks to invest in mid-cap companies with long-term growth potential.

The bottom-up research process is driven by investing in companies benefiting from the long-duration secular growth trends, led by proven management teams, and structural competitive advantages.  

The fund’s research team views favorably companies with subscription-based business models and platform businesses with recurring revenue and high margins, return on invested capital, sales and earnings growth.

The mid-cap fund’s portfolio consists of less than 60 stocks.

The fund seeks to invest in mid-cap companies with long-term growth potential.

The bottom-up research process is driven by investing in companies benefiting from the long-duration secular growth trends, led by proven management teams, and structural competitive advantages.  

The fund’s research team views favorably companies with subscription-based business models and platform businesses with recurring revenue and high margins, return on invested capital, sales and earnings growth.

The mid-cap fund’s portfolio consists of less than 60 stocks.

The fund seeks to invest in mid-cap companies with long-term growth potential.

The bottom-up research process is driven by investing in companies benefiting from the long-duration secular growth trends, led by proven management teams, and structural competitive advantages.  

The fund’s research team views favorably companies with subscription-based business models and platform businesses with recurring revenue and high margins, return on invested capital, sales and earnings growth.

The mid-cap fund’s portfolio consists of less than 60 stocks.

The non-diversified fund seeks to invest in small and mid-cap companies for long term.

The fund is focused in its holdings but diversified in sectors and places its investment three groups.

Disruptive Growth includes companies that are disrupting industries like electric car makers with high revenue growth prospects in the long term but also suffer from high risk profile and near-term profitability challenges. Core Growth includes companies with established customer base and slower but attractive growth and profitability profile. Real/Irreplaceable Assets include companies with large real estate portfolio that are hard to replicate

The fund has lagged its benchmark index Russell 2500 Growth Index between 2011 and 2019.

The non-diversified fund seeks to invest in small and mid-cap companies for long term.

The fund is focused in its holdings but diversified in sectors and places its investment three groups.

Disruptive Growth includes companies that are disrupting industries like electric car makers with high revenue growth prospects in the long term but also suffer from high risk profile and near-term profitability challenges. Core Growth includes companies with established customer base and slower but attractive growth and profitability profile. Real/Irreplaceable Assets include companies with large real estate portfolio that are hard to replicate

The fund has lagged its benchmark index Russell 2500 Growth Index between 2011 and 2019.

The non-diversified fund seeks to invest in small and mid-cap companies for long term.

The fund is focused in its holdings but diversified in sectors and places its investment three groups.

Disruptive Growth includes companies that are disrupting industries like electric car makers with high revenue growth prospects in the long term but also suffer from high risk profile and near-term profitability challenges. Core Growth includes companies with established customer base and slower but attractive growth and profitability profile. Real/Irreplaceable Assets include companies with large real estate portfolio that are hard to replicate

The fund has lagged its benchmark index Russell 2500 Growth Index between 2011 and 2019.

The fund seeks to invest in small cap companies with long term outlook by discovering high-quality companies that can compound at a faster rates for a longer period of times.

The investment process looks for companies with sustainable and attractive business models generating free cash flow. Companies with management track record of investing for growth and improving competitive edge are favored.

Analyst team also looks for companies with business models with high level of recurring revenues, businesses not dependent of external financing, and businesses that can develop new products with higher incremental margins.

The fund has a track record of investing most of its assets for more than five years in a very volatile segment of the market.

The fund seeks to invest in small cap companies with long term outlook by discovering high-quality companies that can compound at a faster rates for a longer period of times.

The investment process looks for companies with sustainable and attractive business models generating free cash flow. Companies with management track record of investing for growth and improving competitive edge are favored.

Analyst team also looks for companies with business models with high level of recurring revenues, businesses not dependent of external financing, and businesses that can develop new products with higher incremental margins.

The fund has a track record of investing most of its assets for more than five years in a very volatile segment of the market.

The fund seeks to invest in small cap companies with long term outlook by discovering high-quality companies that can compound at a faster rates for a longer period of times.

The investment process looks for companies with sustainable and attractive business models generating free cash flow. Companies with management track record of investing for growth and improving competitive edge are favored.

Analyst team also looks for companies with business models with high level of recurring revenues, businesses not dependent of external financing, and businesses that can develop new products with higher incremental margins.

The fund has a track record of investing most of its assets for more than five years in a very volatile segment of the market.

The all-cap fund seeks to invest in growth companies in any market capitalization segment in the U.S. The fund prefers to invest in high conviction ideas.

The investment process looks to discover growth companies in the three groups.

The disruptive companies with significant long-term growth potential but with struggling stocks in the near term because of the lack of profitability. Core growth companies with long term anchoring in sustainable business model with opportunities to add more margin accretive products. Companies with significant real asset holdings in key markets that are hard to replace or recreate.

In addition, the fund has allocation to financial companies with strong franchises.

The all-cap fund seeks to invest in growth companies in any market capitalization segment in the U.S. The fund prefers to invest in high conviction ideas.

The investment process looks to discover growth companies in the three groups.

The disruptive companies with significant long-term growth potential but with struggling stocks in the near term because of the lack of profitability. Core growth companies with long term anchoring in sustainable business model with opportunities to add more margin accretive products. Companies with significant real asset holdings in key markets that are hard to replace or recreate.

In addition, the fund has allocation to financial companies with strong franchises.

The all-cap fund seeks to invest in growth companies in any market capitalization segment in the U.S. The fund prefers to invest in high conviction ideas.

The investment process looks to discover growth companies in the three groups.

The disruptive companies with significant long-term growth potential but with struggling stocks in the near term because of the lack of profitability. Core growth companies with long term anchoring in sustainable business model with opportunities to add more margin accretive products. Companies with significant real asset holdings in key markets that are hard to replace or recreate.

In addition, the fund has allocation to financial companies with strong franchises.

The fund seeks capital appreciation in the long term by investing in 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 equity securities that have above-average 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.

From time to time the fund may invest in shares of companies through new issues or initial public offerings.

The fund seeks capital appreciation in the long term by investing in 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 equity securities that have above-average 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.

From time to time the fund may invest in shares of companies through new issues or initial public offerings.

The fund seeks capital appreciation in the long term by investing in 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 equity securities that have above-average 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.

From time to time the fund may invest in shares of companies through new issues or initial public offerings.

The fund seeks capital appreciation in the long term by investing in 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 equity securities that have above-average 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.

From time to time the fund may invest in shares of companies through new issues or initial public offerings.

The fund seeks capital appreciation in the long term by investing in 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 equity securities that have above-average 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.

From time to time the fund may invest in shares of companies through new issues or initial public offerings.

The fund seeks capital appreciation in the long term by investing in 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 equity securities that have above-average 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.

From time to time the fund may invest in shares of companies through new issues or initial public offerings.

The fund seeks capital appreciation by investing in mid-size U.S. companies through various strategies, portfolios and investment styles.

Currently the fund provides exposures to following five strategies and managers.

Mid Cap Tax-Sensitive Core Strategy seeks to add value through opportunistically realize capital gains and/or losses but neither through active securities selection nor through index replication.

Mid Cap Growth Strategy primarily invests in companies that are expected to provide superior growth in revenues and earnings lifting their valuations higher in future.

Opportunistic Mid Cap Value Strategy invests in companies that are trading at discounts to their intrinsic values and stocks are likely to be revalued higher in the near future because of the presence of catalysts or events.

Boston Partners Mid Cap Value Strategy combines quantitative and qualitative research in identifying companies that are trading at attractive discounts but also have price momentum.

Geneva Mid Cap Growth Strategy conducts top down sector and industry research and identifies positive trends that are likely to benefit certain companies. Then with the help of fundamental research, the manager identifies market leaders benefitting or likely to benefit from the positive trend.

The fund seeks capital appreciation by investing in mid-size U.S. companies through various strategies, portfolios and investment styles.

Currently the fund provides exposures to following five strategies and managers.

Mid Cap Tax-Sensitive Core Strategy seeks to add value through opportunistically realize capital gains and/or losses but neither through active securities selection nor through index replication.

Mid Cap Growth Strategy primarily invests in companies that are expected to provide superior growth in revenues and earnings lifting their valuations higher in future.

Opportunistic Mid Cap Value Strategy invests in companies that are trading at discounts to their intrinsic values and stocks are likely to be revalued higher in the near future because of the presence of catalysts or events.

Boston Partners Mid Cap Value Strategy combines quantitative and qualitative research in identifying companies that are trading at attractive discounts but also have price momentum.

Geneva Mid Cap Growth Strategy conducts top down sector and industry research and identifies positive trends that are likely to benefit certain companies. Then with the help of fundamental research, the manager identifies market leaders benefitting or likely to benefit from the positive trend.

The fund seeks capital appreciation by investing in small-and mid-size U.S. companies.

The investment process starts with a list of companies included in the benchmark index and then the research team narrows the list to those companies that meet hurdles on growth and acceleration in revenues and earnings.

Next, the team with the help of fundamental research identifies high quality companies with financial strength, strong competitive positions, expanding profit margins, and durable earnings and cash flow growths.

The investment team favors companies that are expected to accelerate earnings and expand margins in the near-term which may lead the fund to emphasize companies in technology, communications, healthcare and business services.

The fund seeks capital appreciation by investing in small-and mid-size U.S. companies.

The investment process starts with a list of companies included in the benchmark index and then the research team narrows the list to those companies that meet hurdles on growth and acceleration in revenues and earnings.

Next, the team with the help of fundamental research identifies high quality companies with financial strength, strong competitive positions, expanding profit margins, and durable earnings and cash flow growths.

The investment team favors companies that are expected to accelerate earnings and expand margins in the near-term which may lead the fund to emphasize companies in technology, communications, healthcare and business services.

The fund seeks capital appreciation by investing in small-and mid-size U.S. companies.

The investment process starts with a list of companies included in the benchmark index and then the research team narrows the list to those companies that meet hurdles on growth and acceleration in revenues and earnings.

Next, the team with the help of fundamental research identifies high quality companies with financial strength, strong competitive positions, expanding profit margins, and durable earnings and cash flow growths.

The investment team favors companies that are expected to accelerate earnings and expand margins in the near-term which may lead the fund to emphasize companies in technology, communications, healthcare and business services.

The fund seeks capital appreciation by investing in small-and mid-size U.S. companies.

The investment process starts with a list of companies included in the benchmark index and then the research team narrows the list to those companies that meet hurdles on growth and acceleration in revenues and earnings.

Next, the team with the help of fundamental research identifies high quality companies with financial strength, strong competitive positions, expanding profit margins, and durable earnings and cash flow growths.

The investment team favors companies that are expected to accelerate earnings and expand margins in the near-term which may lead the fund to emphasize companies in technology, communications, healthcare and business services.

The fund seeks capital appreciation by investing in small-and mid-size U.S. companies.

The investment process starts with a list of companies included in the benchmark index and then the research team narrows the list to those companies that meet hurdles on growth and acceleration in revenues and earnings.

Next, the team with the help of fundamental research identifies high quality companies with financial strength, strong competitive positions, expanding profit margins, and durable earnings and cash flow growths.

The investment team favors companies that are expected to accelerate earnings and expand margins in the near-term which may lead the fund to emphasize companies in technology, communications, healthcare and business services.

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

The investment process starts by identifying higher-quality companies with financial strength. The research team combines quantitative and qualitative techniques to highlight companies based on business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

Next, the team narrows the investable universe to companies exhibiting durable business models, financial stability, prudent capital management, and past economic success.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The ESG analysis considers the range of impacts that ESG factors may have on future revenues, expenses, assets, liabilities and overall risk. 

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

The investment process starts by identifying companies with superior financial strength. Then the research team combines quantitative and qualitative techniques to highlight companies based on strengths in profitability and cash generation, balance sheet sustainability, growth, and earnings quality.

Next, the team picks companies exhibiting durable business models, and favoring market leaders with distinct products or services, whose stocks trade at reasonable valuations.

The investment team also considers environmental, social and governance factors when assessing investment opportunities.

The ESG analysis considers the range of impacts that ESG factors may have on future revenues, expenses, assets, liabilities and overall risk.    

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

The fund manages assets with the help of five sub-advisers namely Artisan Partners Limited Partnership, BlackRock Investment Management, LLC, Champlain Investment Partners, LLC, Eagle Asset Management, Inc. and Stephens Investment Management Group, LLC.

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

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

Artisan Partners seeks to invest in companies that possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.

BlackRock’s process seeks to replicate the performance of the benchmark index.

Champlain invests in companies that demonstrate superior capital appreciation potential and attractive valuations.

Eagle generally focuses on companies that demonstrate growth potential at a price that does not appear to reflect the company’s true underlying value.

SIMG favors companies that exhibit potential for superior earnings growth not yet recognized by the markets.

Next, the research team invests in equity securities.

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 American Depositary Receipts or Global Depositary Receipts.

Also, the fund may invest in other investment companies, including other open-end or closed-end investment companies and exchange-traded funds.

The fund may also invest a portion of its assets in futures.

The fund may also invest a portion of its assets in securities of real estate investment trusts.

From time to time, the fund may also focus its investments in a particular sector, such as the information technology and healthcare sectors.

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

The fund manages assets with the help of eight sub-advisers namely American Century Investment Management, Inc., BlackRock Investment Management, LLC, Boston Partners Global Investors, Inc., Diamond Hill Capital Management, Inc., LSV Asset Management, MFS Investment Management, Silvercrest Asset Management Group LLC, and Vaughan Nelson Investment Management, L.P. 

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

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

American Century focuses on companies that are estimated to trade below their fair values.

BlackRock’s process seeks to replicate the performance of the benchmark index.

Boston Partners’ strategy is designed to identify companies with attractive valuation, sound business fundamentals, and improving business momentum.

Diamond Hill seeks businesses with sustainable competitive advantages, conservative balance sheets, and management with an ownership mentality.

LSV favors companies that are trading at substantial discounts to their estimated intrinsic value.

MFS focuses on companies that are estimated to trade below their fair values.

Silvercrest invests in companies exhibiting longer-term earning and cash flow growth.

Vaughan Nelson seeks companies earning a positive return on capital with stable-to-improving returns.

Next, the research team invests in equity securities.

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 issued by U.S. and foreign entities.

The fund may invest in American Depositary Receipts or Global Depositary Receipts.

Also, the fund may invest in other investment companies, including other open-end or closed-end investment companies and exchange-traded funds.

The fund may also invest a portion of its assets in futures.

The fund may also invest a portion of its assets in securities of real estate investment trusts.

From time to time, the fund may also focus its investments in a particular sector, such as the financials sector.

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

The disciplined investment process is designed to identify high-quality companies and build a concentrated portfolio. The investment process starts with a list of companies in the benchmark index and looks to assign equal exposure to all economic sectors.

The research team with the help of fundamental analysis identifies companies with history of earnings stability and growth, financial strength and return on capital.

Next, the team with the help of qualitative analysis evaluates management strength, market leadership, competitive position and product portfolio. The fund favors to invest in high-quality and high-conviction companies at attractive prices only.

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

The investment process starts with a fundamental analysis of companies that can compound earnings over time. The research team identifies companies that have sustainable growth, strong management team, and incremental revenue generating characteristics.

Next, the research team builds a concentrated portfolio of high-quality companies that exhibit above average growth prospects. The team applies environmental, social, and governance (ESG) criteria in narrowing down the list of investable companies.

The fund favors companies with durable growth and scalable business models.

The fund may also assume a temporary defensive position if market conditions warrant and invest without limit in cash and prime quality cash equivalents.

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

The investment process starts with a fundamental analysis of companies that can compound earnings over time. The research team identifies companies that have sustainable growth, strong management team, and incremental revenue generating characteristics.

Next, the research team builds a concentrated portfolio of high-quality companies that exhibit above average growth prospects. The team applies environmental, social, and governance (ESG) criteria in narrowing down the list of investable companies.

The fund favors companies with durable growth and scalable business models.

The fund may also assume a temporary defensive position if market conditions warrant and invest without limit in cash and prime quality cash equivalents.

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

The disciplined fundamental investment process is designed to identify exceptional companies. The research team believes exceptional companies can generate attractive returns over the long term.

Next, the research team builds a concentrated portfolio of exceptional companies that have the potential to grow revenues and earnings significantly over a three-to-five-year investment time horizon. The team believes these companies exhibit long-term growth plan, durable revenue growth, defensible market presence and profitability characteristics.

The fund prefers to select the companies with revenues between $500 million and $5 billion at the time of initial purchase instead of relying on market capitalization range.

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

The disciplined fundamental investment process is designed to identify exceptional companies. The research team believes exceptional companies can generate attractive returns over the long term.

Next, the research team builds a concentrated portfolio of exceptional companies that have the potential to grow revenues and earnings significantly over a three-to-five-year investment time horizon. The team believes these companies exhibit long-term growth plan, durable revenue growth, defensible market presence and profitability characteristics.

The fund prefers to select the companies with revenues between $500 million and $5 billion at the time of initial purchase instead of relying on market capitalization range.

The fund seeks capital appreciation in the long term by investing in 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 equity securities.

The team prefers growth companies with attractive valuations, proven management teams, conservative debt, free cash flow, scalable business models with a competitive advantage, and a track record of high and increasing margins.

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 between 50 and 70 positions.

The fund may invest in companies in any sector.

In addition, the fund may invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts and securities of foreign companies that are traded on U.S. stock exchanges.

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

The fundamental investment process starts by highlighting companies that have consistent earnings, cash flow, and a strong and durable financial model.

The research team favors companies that exhibit secular and cyclical growth prospects and attractive quality and growth of earnings and business model characteristics.

Next, the team narrows the investable universe to include companies based on financial analysis and competitive position within its industry and stocks trading at attractive prices.

The investment team also considers environmental, social and governance factors when assessing investment opportunities as part of its responsible investing criteria. 

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

The fundamental investment process starts by highlighting companies that have consistent earnings, cash flow, and a strong and durable financial model.

The research team favors companies that exhibit secular and cyclical growth prospects and attractive quality and growth of earnings and business model characteristics.

Next, the team narrows the investable universe to include companies based on financial analysis and competitive position within its industry and stocks trading at attractive prices.

The investment team also considers environmental, social and governance factors when assessing investment opportunities as part of its responsible investing criteria. 

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

The fundamental investment process starts by highlighting companies that have consistent earnings, cash flow, and a strong and durable financial model.

The research team favors companies that exhibit secular and cyclical growth prospects and attractive quality and growth of earnings and business model characteristics.

Next, the team narrows the investable universe to include companies based on financial analysis and competitive position within its industry and stocks trading at attractive prices.

The investment team also considers environmental, social and governance factors when assessing investment opportunities as part of its responsible investing criteria. 

The fund seeks to track the performance of the benchmark index by investing in mid-size companies in the United States.

The proprietary investment process is designed to highlight companies that demonstrate superior value and growth performance in the long term.

The team utilizing the proprietary framework evaluates ESG factors for investment opportunities.

The research team using fundamental research reviews approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and governance factors.    

The fund seeks to track the performance of the benchmark index by investing in mid-size companies in the United States.

The proprietary investment process is designed to highlight companies that demonstrate superior value and growth performance in the long term.

The team utilizing the proprietary framework evaluates ESG factors for investment opportunities.

The research team using fundamental research reviews approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and governance factors.    

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

The investment process starts with identifying companies exhibiting strong competitive positions with a track record of innovation and product leadership as well as strong pricing and cost discipline with durable business franchise.

The research team is using quantitative analysis to highlight companies that exhibit low leverage and sufficient liquidity characteristics. Next, the team focuses on price-to-earnings and price-to-book ratios to identify companies that are trading at the lower end of their long-term valuation range.

The team looks for catalysts that it believes can positively change investors’ perception of a company, but has not yet been recognized by the market.

The fund prefers to allocate capital on an equal-weight basis while constructing a portfolio.

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

The investment process starts with identifying companies exhibiting strong competitive positions with a track record of innovation and product leadership as well as strong pricing and cost discipline with durable business franchise.

The research team is using quantitative analysis to highlight companies that exhibit low leverage and sufficient liquidity characteristics. Next, the team focuses on price-to-earnings and price-to-book ratios to identify companies that are trading at the lower end of their long-term valuation range.

The team looks for catalysts that it believes can positively change investors’ perception of a company, but has not yet been recognized by the market.

The fund prefers to allocate capital on an equal-weight basis while constructing a portfolio.

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

The investment process starts with companies in the benchmark index and is designed to highlight with above-average earnings growth outlook.

The team uses fundamental analysis to identify companies with a positive catalyst for growth, such as a new product, acquisition, divestiture, restructuring or change in the marketplace. The team also evaluates the roles and capabilities of management.

The fund invests across various industry and sectors and limits the individual holding to 5% of total net assets.

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

The investment process starts with companies in the benchmark index and is designed to highlight with above-average earnings growth outlook.

The team uses fundamental analysis to identify companies with a positive catalyst for growth, such as a new product, acquisition, divestiture, restructuring or change in the marketplace. The team also evaluates the roles and capabilities of management.

The fund invests across various industry and sectors and limits the individual holding to 5% of total net assets.

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

The investment process starts with companies in the benchmark index and is designed to highlight with above-average earnings growth outlook.

The team uses fundamental analysis to identify companies with a positive catalyst for growth, such as a new product, acquisition, divestiture, restructuring or change in the marketplace. The team also evaluates the roles and capabilities of management.

The fund invests across various industry and sectors and limits the individual holding to 5% of total net assets.

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

The investment process starts with companies in the benchmark index and is designed to highlight with above-average earnings growth outlook.

The team uses fundamental analysis to identify companies with a positive catalyst for growth, such as a new product, acquisition, divestiture, restructuring or change in the marketplace. The team also evaluates the roles and capabilities of management.

The fund invests across various industry and sectors and limits the individual holding to 5% of total net assets.

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

The investment process starts with companies in the benchmark index and is designed to highlight with above-average earnings growth outlook.

The team uses fundamental analysis to identify companies with a positive catalyst for growth, such as a new product, acquisition, divestiture, restructuring or change in the marketplace. The team also evaluates the roles and capabilities of management.

The fund invests across various industry and sectors and limits the individual holding to 5% of total net assets.

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

The investment process starts with companies in the benchmark index and is designed to highlight with above-average earnings growth outlook.

The team uses fundamental analysis to identify companies with a positive catalyst for growth, such as a new product, acquisition, divestiture, restructuring or change in the marketplace. The team also evaluates the roles and capabilities of management.

The fund invests across various industry and sectors and limits the individual holding to 5% of total net assets.

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

The investment process starts with companies in the benchmark index and is designed to highlight with above-average earnings growth outlook.

The team uses fundamental analysis to identify companies with a positive catalyst for growth, such as a new product, acquisition, divestiture, restructuring or change in the marketplace. The team also evaluates the roles and capabilities of management.

The fund invests across various industry and sectors and limits the individual holding to 5% of total net assets.

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

The investment process combines top-down macroeconomic analysis with bottom-up stock selection. The process uses fundamental research to identify solid businesses that are attractively priced relative to their fundamentals.  

The fund favors companies with the presence of near-term catalysts that can drive the stock higher.

The research team includes companies based on factors such as cash flow, financial strength, profitability, and statistical valuation measures. The team also favors companies that are expected to benefit from macroeconomic or company-specific factors.

The fund seeks to consistently outperform the benchmark over a three to five year cycle.  

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

The investment process combines top-down macroeconomic analysis with bottom-up stock selection. The process uses fundamental research to identify solid businesses that are attractively priced relative to their fundamentals.  

The fund favors companies with the presence of near-term catalysts that can drive the stock higher.

The research team includes companies based on factors such as cash flow, financial strength, profitability, and statistical valuation measures. The team also favors companies that are expected to benefit from macroeconomic or company-specific factors.

The fund seeks to consistently outperform the benchmark over a three to five year cycle.  

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

The investment process combines top-down macroeconomic analysis with bottom-up stock selection. The process uses fundamental research to identify solid businesses that are attractively priced relative to their fundamentals.  

The fund favors companies with the presence of near-term catalysts that can drive the stock higher.

The research team includes companies based on factors such as cash flow, financial strength, profitability, and statistical valuation measures. The team also favors companies that are expected to benefit from macroeconomic or company-specific factors.

The fund seeks to consistently outperform the benchmark over a three to five year cycle.  

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

The investment process combines top-down macroeconomic analysis with bottom-up stock selection. The process uses fundamental research to identify solid businesses that are attractively priced relative to their fundamentals.  

The fund favors companies with the presence of near-term catalysts that can drive the stock higher.

The research team includes companies based on factors such as cash flow, financial strength, profitability, and statistical valuation measures. The team also favors companies that are expected to benefit from macroeconomic or company-specific factors.

The fund seeks to consistently outperform the benchmark over a three to five year cycle.  

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

The investment process combines top-down macroeconomic analysis with bottom-up stock selection. The process uses fundamental research to identify solid businesses that are attractively priced relative to their fundamentals.  

The fund favors companies with the presence of near-term catalysts that can drive the stock higher.

The research team includes companies based on factors such as cash flow, financial strength, profitability, and statistical valuation measures. The team also favors companies that are expected to benefit from macroeconomic or company-specific factors.

The fund seeks to consistently outperform the benchmark over a three to five year cycle.  

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

The investment process combines top-down macroeconomic analysis with bottom-up stock selection. The process uses fundamental research to identify solid businesses that are attractively priced relative to their fundamentals.  

The fund favors companies with the presence of near-term catalysts that can drive the stock higher.

The research team includes companies based on factors such as cash flow, financial strength, profitability, and statistical valuation measures. The team also favors companies that are expected to benefit from macroeconomic or company-specific factors.

The fund seeks to consistently outperform the benchmark over a three to five year cycle.  

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

The investment process combines top-down macroeconomic analysis with bottom-up stock selection. The process uses fundamental research to identify solid businesses that are attractively priced relative to their fundamentals.  

The fund favors companies with the presence of near-term catalysts that can drive the stock higher.

The research team includes companies based on factors such as cash flow, financial strength, profitability, and statistical valuation measures. The team also favors companies that are expected to benefit from macroeconomic or company-specific factors.

The fund seeks to consistently outperform the benchmark over a three to five year cycle.  

The fund seeks total return by investing in mid-size companies in the United States.

The investment process starts with quantitative analysis to identify overlooked stocks exhibiting attractive financial characteristics.

Next, the research team using a proprietary system ranks stocks based on fundamental factors like valuation and growth and technical factors like momentum, reversal and volatility.

The team builds a portfolio of stocks that exhibit consistent and superior risk adjusted returns.    

The fund seeks total return by investing in mid-size companies in the United States.

The investment process starts with quantitative analysis to identify overlooked stocks exhibiting attractive financial characteristics.

Next, the research team using a proprietary system ranks stocks based on fundamental factors like valuation and growth and technical factors like momentum, reversal and volatility.

The team builds a portfolio of stocks that exhibit consistent and superior risk adjusted returns.    

The fund seeks total return by investing in mid-size companies in the United States.

The investment process starts with quantitative analysis to identify overlooked stocks exhibiting attractive financial characteristics.

Next, the research team using a proprietary system ranks stocks based on fundamental factors like valuation and growth and technical factors like momentum, reversal and volatility.

The team builds a portfolio of stocks that exhibit consistent and superior risk adjusted returns.    

The fund seeks total return by investing in mid-size companies in the United States.

The investment process starts with quantitative analysis to identify overlooked stocks exhibiting attractive financial characteristics.

Next, the research team using a proprietary system ranks stocks based on fundamental factors like valuation and growth and technical factors like momentum, reversal and volatility.

The team builds a portfolio of stocks that exhibit consistent and superior risk adjusted returns.    

The fund seeks capital appreciation by investing in 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 companies that have excellent long-term fundamentals, superior capital appreciation potential and attractive 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 a discount to their estimated intrinsic 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 seeks capital appreciation by investing in 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 companies that have excellent long-term fundamentals, superior capital appreciation potential and attractive 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 a discount to their estimated intrinsic 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 seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment team employs a blend of value disciplines for sustained performance and the investment process starts with companies in the benchmark index that appear undervalued.

Then the research team looks for companies that exhibit strong potential for growth, profitability and financial strength characteristics and narrows the investable universe to a list of companies with attractive valuations, margin improvement, product innovations and visionary management teams.

The fund has the flexibility to invest up to 20% of its assets in U.S. dollar denominated securities of issuers based outside of the U. S.

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

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 across various sectors that can deliver consistently superior earnings growth, free cash flow growth and above average return on equity.

In addition, the team favors companies with a track record of growth.

The team believes companies with such a history typically have a proprietary product or business approach that allows them to be leaders within their respective industries.

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 25% of its net assets in foreign securities, including ADRs.
 

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

The investment process starts with identifying high quality companies that appear to be undervalued relative to their long-term free cash flows.

Next, the research team with the help of qualitative research includes companies with favorable profitability metrics, sustainable competitive advantages and capable management teams.

The fund will not invest 25% or more of its assets in any one industry, but may focus its investments in companies in one or more economic sectors.   

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

The investment process starts with identifying high-quality companies that appear to be undervalued relative to their estimated long-term free cash flows.

Next, the research team with the help of qualitative research includes companies with favorable profitability metrics, durable competitive advantages and capable management teams.

The fund will not invest 25% or more of its assets in any one industry, but may focus its investments in companies in one or more economic sectors. 

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

The investment process starts with identifying high-quality companies that appear to be undervalued relative to their estimated long-term free cash flows.

Next, the research team with the help of qualitative research includes companies with favorable profitability metrics, durable competitive advantages and capable management teams.

The fund will not invest 25% or more of its assets in any one industry, but may focus its investments in companies in one or more economic sectors. 

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

The investment process starts with companies in the benchmark index and the research team narrows the list to focus on companies with superior growth characteristics.

Next, the team builds a portfolio with a strong focus on risk management and holds investments for a longer term.

The fund may invest up to 20% of its assets in companies other than medium capitalization companies and also invest up to 25% of its net assets in securities of foreign issuers.    

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

The investment process starts with companies in the benchmark index and the research team narrows the list to focus on companies with superior growth characteristics.

Next, the team builds a portfolio with a strong focus on risk management and holds investments for a longer term.

The fund may invest up to 20% of its assets in companies other than medium capitalization companies and also invest up to 25% of its net assets in securities of foreign issuers.    

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

The investment process starts with companies in the benchmark index and the research team narrows the list to focus on companies with superior growth characteristics.

Next, the team builds a portfolio with a strong focus on risk management and holds investments for a longer term.

The fund may invest up to 20% of its assets in companies other than medium capitalization companies and also invest up to 25% of its net assets in securities of foreign issuers.    

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

The investment process starts with companies in the benchmark index and the research team narrows the list to focus on companies with superior growth characteristics.

Next, the team builds a portfolio with a strong focus on risk management and holds investments for a longer term.

The fund may invest up to 20% of its assets in companies other than medium capitalization companies and also invest up to 25% of its net assets in securities of foreign issuers.    

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

The investment process starts with companies in the benchmark index and the research team narrows the list to focus on companies with superior growth characteristics.

Next, the team builds a portfolio with a strong focus on risk management and holds investments for a longer term.

The fund may invest up to 20% of its assets in companies other than medium capitalization companies and also invest up to 25% of its net assets in securities of foreign issuers.    

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

The investment process starts with companies in the benchmark index and the research team narrows the list to focus on companies with superior growth characteristics.

Next, the team builds a portfolio with a strong focus on risk management and holds investments for a longer term.

The fund may invest up to 20% of its assets in companies other than medium capitalization companies and also invest up to 25% of its net assets in securities of foreign issuers.    

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

The sub-advisor’s investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights companies with solid free cash flow and balance sheets. Next, the team identifies companies with attractive valuations and management with a track record of capital allocation discipline.

The fund favors companies with attractive valuations and above-average long-term growth outlook.

The research team employs proprietary fundamental research techniques to narrow down the list of investable companies. The team favors companies that exhibit growth prospects over time.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights companies with solid free cash flow and balance sheets. Next, the team identifies companies with attractive valuations and management with a track record of capital allocation discipline.

The fund favors companies with attractive valuations and above-average long-term growth outlook.

The research team employs proprietary fundamental research techniques to narrow down the list of investable companies. The team favors companies that exhibit growth prospects over time.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights companies with solid free cash flow and balance sheets. Next, the team identifies companies with attractive valuations and management with a track record of capital allocation discipline.

The fund favors companies with attractive valuations and above-average long-term growth outlook.

The research team employs proprietary fundamental research techniques to narrow down the list of investable companies. The team favors companies that exhibit growth prospects over time.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights companies with solid free cash flow and balance sheets. Next, the team identifies companies with attractive valuations and management with a track record of capital allocation discipline.

The fund favors companies with attractive valuations and above-average long-term growth outlook.

The research team employs proprietary fundamental research techniques to narrow down the list of investable companies. The team favors companies that exhibit growth prospects over time.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights companies with solid free cash flow and balance sheets. Next, the team identifies companies with attractive valuations and management with a track record of capital allocation discipline.

The fund favors companies with attractive valuations and above-average long-term growth outlook.

The research team employs proprietary fundamental research techniques to narrow down the list of investable companies. The team favors companies that exhibit growth prospects over time.

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

The fund seeks capital appreciation in the long term 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 significantly in U.S. companies.

The team favors companies with a superior business franchise that offers growth potential.

In addition, the team focuses on companies that possess products and services in which the company has a competitive advantage.

Also, the team prefers companies that are trading at reasonable 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 also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

The fund seeks capital appreciation in the long term 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 significantly in U.S. companies.

The team favors companies with a superior business franchise that offers growth potential.

In addition, the team focuses on companies that possess products and services in which the company has a competitive advantage.

Also, the team prefers companies that are trading at reasonable 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 also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

The fund seeks capital appreciation in the long term 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 significantly in U.S. companies.

The team favors companies with a superior business franchise that offers growth potential.

In addition, the team focuses on companies that possess products and services in which the company has a competitive advantage.

Also, the team prefers companies that are trading at reasonable 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 also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

The fund seeks capital appreciation in the long term 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 significantly in U.S. companies.

The team favors companies with a superior business franchise that offers growth potential.

In addition, the team focuses on companies that possess products and services in which the company has a competitive advantage.

Also, the team prefers companies that are trading at reasonable 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 also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

The fund seeks capital appreciation in the long term 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 significantly in U.S. companies.

The team favors companies with a superior business franchise that offers growth potential.

In addition, the team focuses on companies that possess products and services in which the company has a competitive advantage.

Also, the team prefers companies that are trading at reasonable 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 also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

The fund seeks capital appreciation in the long term 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 significantly in U.S. companies.

The team favors companies with a superior business franchise that offers growth potential.

In addition, the team focuses on companies that possess products and services in which the company has a competitive advantage.

Also, the team prefers companies that are trading at reasonable 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 also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

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

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

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

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

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

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

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

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

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

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

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

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

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

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

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

The investment process combines review of economy and market conditions with bottom-up stock picking. The process is designed to  identify stable and growing companies in the benchmark index. The research team favors companies that have durable long-term growth outlook potential, high or improving margins and returns on invested capital.

The team highlights innovative quality growth companies operating in high barriers to entry industries.

The fund may focus on one or more sectors including consumer discretionary and technology-related sectors.

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The fund uses a proprietary tool designed to achieve full index replication, portfolio review, management and rebalancing.

The fund will typically emphasize within the portfolio those economic sectors emphasized by the Index, such as the financial services sector. 

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The fund uses a proprietary tool designed to achieve full index replication, portfolio review, management and rebalancing.

The fund will typically emphasize within the portfolio those economic sectors emphasized by the Index, such as the financial services sector. 

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The fund uses a proprietary tool designed to achieve full index replication, portfolio review, management and rebalancing.

The fund will typically emphasize within the portfolio those economic sectors emphasized by the Index, such as the financial services sector. 

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The fund uses a proprietary tool designed to achieve full index replication, portfolio review, management and rebalancing.

The fund will typically emphasize within the portfolio those economic sectors emphasized by the Index, such as the financial services sector. 

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

The investment process starts with fundamental analysis to identify companies that exhibit accelerating earnings growth.

The research team favors companies that have identifiable potential catalysts to drive earnings forward. The fund attempts to exploit inefficiencies created by low market expectations.

The concentrated portfolio is designed to generate additional return compared to its benchmark index and mitigate risk.

The fund may invest up to 20% of its total assets in foreign securities but has the flexibility to emphasize one or more sectors in selecting its investments, including the financial services sector.    

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

The investment process starts with fundamental analysis to identify companies that exhibit accelerating earnings growth.

The research team favors companies that have identifiable potential catalysts to drive earnings forward. The fund attempts to exploit inefficiencies created by low market expectations.

The concentrated portfolio is designed to generate additional return compared to its benchmark index and mitigate risk.

The fund may invest up to 20% of its total assets in foreign securities but has the flexibility to emphasize one or more sectors in selecting its investments, including the financial services sector.    

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

The investment process starts with fundamental analysis to identify companies that exhibit accelerating earnings growth.

The research team favors companies that have identifiable potential catalysts to drive earnings forward. The fund attempts to exploit inefficiencies created by low market expectations.

The concentrated portfolio is designed to generate additional return compared to its benchmark index and mitigate risk.

The fund may invest up to 20% of its total assets in foreign securities but has the flexibility to emphasize one or more sectors in selecting its investments, including the financial services sector.    

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

The investment process starts with fundamental analysis to identify companies that exhibit accelerating earnings growth.

The research team favors companies that have identifiable potential catalysts to drive earnings forward. The fund attempts to exploit inefficiencies created by low market expectations.

The concentrated portfolio is designed to generate additional return compared to its benchmark index and mitigate risk.

The fund may invest up to 20% of its total assets in foreign securities but has the flexibility to emphasize one or more sectors in selecting its investments, including the financial services sector.    

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

The investment process starts with fundamental analysis to identify companies that exhibit accelerating earnings growth.

The research team favors companies that have identifiable potential catalysts to drive earnings forward. The fund attempts to exploit inefficiencies created by low market expectations.

The concentrated portfolio is designed to generate additional return compared to its benchmark index and mitigate risk.

The fund may invest up to 20% of its total assets in foreign securities but has the flexibility to emphasize one or more sectors in selecting its investments, including the financial services sector.    

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

The investment process starts with fundamental analysis to identify companies that exhibit accelerating earnings growth.

The research team favors companies that have identifiable potential catalysts to drive earnings forward. The fund attempts to exploit inefficiencies created by low market expectations.

The concentrated portfolio is designed to generate additional return compared to its benchmark index and mitigate risk.

The fund may invest up to 20% of its total assets in foreign securities but has the flexibility to emphasize one or more sectors in selecting its investments, including the financial services sector.    

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

The investment process starts with fundamental analysis to identify companies that exhibit accelerating earnings growth.

The research team favors companies that have identifiable potential catalysts to drive earnings forward. The fund attempts to exploit inefficiencies created by low market expectations.

The concentrated portfolio is designed to generate additional return compared to its benchmark index and mitigate risk.

The fund may invest up to 20% of its total assets in foreign securities but has the flexibility to emphasize one or more sectors in selecting its investments, including the financial services sector.    

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

The investment process starts with a list of companies in the benchmark index. The process uses quantitative and fundamental analysis to identify companies with low-price volatility.

The portfolio is diversified with companies exhibiting above-average earnings growth outlook. The research team believes low price volatility will lead to capital gains in the future.

The fund may emphasize from time to time companies in technology sectors.

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

The investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights high-quality companies with solid free cash flow and balance sheets. Next, the team identifies companies with improving fundamentals and consistent earnings growth.

The team uses a bottom-up stock selection process which is driven by future growth outlook and not its participation in any significant economic or market cycles.

The fund favors companies with a history of consistent profitable growth.

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

The investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights high-quality companies with solid free cash flow and balance sheets. Next, the team identifies companies with improving fundamentals and consistent earnings growth.

The team uses a bottom-up stock selection process which is driven by future growth outlook and not its participation in any significant economic or market cycles.

The fund favors companies with a history of consistent profitable growth.

The fund seeks capital appreciation in the long term and income generation 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 companies with a proven track record of dividend growth.

The team prefers companies that pay a dividend and that have increased their dividend in the most recent annual period.

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

The fund may purchase derivative instruments (including options, futures and options on futures) or invest in exchange traded funds, open-end funds (mutual funds) and closed-end funds.

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

The investment process starts with quantitative research to identify stocks that are underfollowed by investors.

Next, the research team then narrows the investable universe to a list of companies that exhibit positive change, neglect and relative attractive valuation attributes.

This fund utilizes a bottom up stock selection process to construct a concentrated portfolio taking into consideration stock-specific risks, sector weightings and risk/reward characteristics.

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

The investment process starts with quantitative research to identify stocks that are underfollowed by investors.

Next, the research team then narrows the investable universe to a list of companies that exhibit positive change, neglect and relative attractive valuation attributes.

This fund utilizes a bottom up stock selection process to construct a concentrated portfolio taking into consideration stock-specific risks, sector weightings and risk/reward characteristics.

The fund seeks capital appreciation in the long term 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 equity and equity related securities of U.S. and non-U.S. companies.

The team focuses on companies characterized by three attributes, such as change, neglect and relative valuation.

In addition, the team focuses on changes that are material to a company’s operations, outlook and prospects.

The team emphasizes companies that are estimated to trade below their fair values not yet recognized by markets.

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-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 equity and equity related securities of U.S. and non-U.S. companies.

The team focuses on companies characterized by three attributes, such as change, neglect and relative valuation.

In addition, the team focuses on changes that are material to a company’s operations, outlook and prospects.

The team emphasizes companies that are estimated to trade below their fair values not yet recognized by markets.

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 and dividend income in the long term by investing in mid-size companies in the United States.

The fundamental, bottom-up research process starts by identifying stocks that are out of favor for temporary reasons. Using the valuation analysis, the research team looks for companies with earnings potential, cash flows and/or assets that are not reflected in the companies’ market values.

Next, the research team with the help of quantitative analysis assess a company’s valuation profile based on price-to-earnings or price-to-book value ratios and history of dividends.

The team then narrows the list of these undervalued companies and plans to hold them till they reflect the estimated fair value.

The fund has the flexibility to overweight its investments in certain market sectors from time-to-time.

The fund seeks to invest in mid-sized companies that are estimated to trade below their future potential or the estimated underlying value.

The investment process is focused on understanding the business fundamentals, asset values and growth drivers. The research process is targeted in understanding financial strength, its management focus and near-term objectives and sources and drivers of free cash flow growth.

The investment team places higher emphasis on understanding downside risks in investments. The fund prefers to invest in companies that are likely to regain their intrinsic values based on future potential either through debt reduction, or operational improvement or expand portfolio of products or services.

The fund generally looks to invest for the long term with portfolio turnover of less than 15% and about 20% of investments are in top 10 holdings.

The fund generally invests in companies with market capitalization between $2.5 billion and $35 billion.

The fund seeks to invest in mid-sized companies that are estimated to trade below their future potential or the estimated underlying value.

The investment process is focused on understanding the business fundamentals, asset values and growth drivers. The research process is targeted in understanding financial strength, its management focus and near-term objectives and sources and drivers of free cash flow growth.

The investment team places higher emphasis on understanding downside risks in investments. The fund prefers to invest in companies that are likely to regain their intrinsic values based on future potential either through debt reduction, or operational improvement or expand portfolio of products or services.

The fund generally looks to invest for the long term with portfolio turnover of less than 15% and about 20% of investments are in top 10 holdings.

The fund generally invests in companies with market capitalization between $2.5 billion and $35 billion.

The fund seeks to invest in mid-sized companies that are estimated to trade below their future potential or the estimated underlying value.

The investment process is focused on understanding the business fundamentals, asset values and growth drivers. The research process is targeted in understanding financial strength, its management focus and near-term objectives and sources and drivers of free cash flow growth.

The investment team places higher emphasis on understanding downside risks in investments. The fund prefers to invest in companies that are likely to regain their intrinsic values based on future potential either through debt reduction, or operational improvement or expand portfolio of products or services.

The fund generally looks to invest for the long term with portfolio turnover of less than 15% and about 20% of investments are in top 10 holdings.

The fund generally invests in companies with market capitalization between $2.5 billion and $35 billion.

The fund seeks to invest in mid-sized companies that are estimated to trade below their future potential or the estimated underlying value.

The investment process is focused on understanding the business fundamentals, asset values and growth drivers. The research process is targeted in understanding financial strength, its management focus and near-term objectives and sources and drivers of free cash flow growth.

The investment team places higher emphasis on understanding downside risks in investments. The fund prefers to invest in companies that are likely to regain their intrinsic values based on future potential either through debt reduction, or operational improvement or expand portfolio of products or services.

The fund generally looks to invest for the long term with portfolio turnover of less than 15% and about 20% of investments are in top 10 holdings.

The fund generally invests in companies with market capitalization between $2.5 billion and $35 billion.

The fund seeks to invest in mid-sized companies that are estimated to trade below their future potential or the estimated underlying value.

The investment process is focused on understanding the business fundamentals, asset values and growth drivers. The research process is targeted in understanding financial strength, its management focus and near-term objectives and sources and drivers of free cash flow growth.

However, the primary mission of the research process is to value underlying assets of the company and its earnings power in the long term and not the earnings growth estimate in the near term.

The investment team places higher emphasis on understanding downside risks in investments. The fund prefers to invest in companies that are likely to regain their intrinsic values based on future potential either through debt reduction, or operational improvement or expand portfolio of products or services.

The fund generally looks to invest for the long term and about 20% of investments are in top 10 holdings.

The fund generally invests in companies with market capitalization between $7 billion and $18 billion.

The fund seeks to invest in mid-sized companies that are estimated to trade below their future potential or the estimated underlying value.

The investment process is focused on understanding the business fundamentals, asset values and growth drivers. The research process is targeted in understanding financial strength, its management focus and near-term objectives and sources and drivers of free cash flow growth.

However, the primary mission of the research process is to value underlying assets of the company and its earnings power in the long term and not the earnings growth estimate in the near term.

The investment team places higher emphasis on understanding downside risks in investments. The fund prefers to invest in companies that are likely to regain their intrinsic values based on future potential either through debt reduction, or operational improvement or expand portfolio of products or services.

The fund generally looks to invest for the long term and about 20% of investments are in top 10 holdings.

The fund generally invests in companies with market capitalization between $7 billion and $18 billion.

The fund seeks to invest in mid-sized companies that are estimated to trade below their future potential or the estimated underlying value.

The investment process is focused on understanding the business fundamentals, asset values and growth drivers. The research process is targeted in understanding financial strength, its management focus and near-term objectives and sources and drivers of free cash flow growth.

However, the primary mission of the research process is to value underlying assets of the company and its earnings power in the long term and not the earnings growth estimate in the near term.

The investment team places higher emphasis on understanding downside risks in investments. The fund prefers to invest in companies that are likely to regain their intrinsic values based on future potential either through debt reduction, or operational improvement or expand portfolio of products or services.

The fund generally looks to invest for the long term and about 20% of investments are in top 10 holdings.

The fund generally invests in companies with market capitalization between $7 billion and $18 billion.

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

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

Ceredex Value Advisors LLC, the sub-adviser employs a bottom-up stock selection process with an emphasis on dividends, valuation and fundamentals.

Driehaus Capital Management LLC, the sub-adviser focuses on micro and small cap companies with company-specific growth inflection points.

LMCG Investments, LLC, the sub-adviser favors high quality companies that are trading at a discount to their intrinsic value.

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

The fund manages assets by hiring sub-advisers and currently works with three. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

Ceredex Value Advisors LLC, the sub-adviser employs a bottom-up stock selection process with an emphasis on dividends, valuation and fundamentals.

Driehaus Capital Management LLC, the sub-adviser focuses on micro and small cap companies with company-specific growth inflection points.

LMCG Investments, LLC, the sub-adviser favors high quality companies that are trading at a discount to their intrinsic value.

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

The investment process of the fund begins with an economic analysis across a range of industries and identifies companies using fundamental research that are market leaders in industry niches they operate.  The fund favors companies with consistent business performance and exhibit sustainable growth.

The fund may invest in companies that do not have strong earnings histories but do have other attributes that may contribute to accelerated growth in the near future.

The fund may focus on one or more industries including industrial and technology-related sectors and has the flexibility to invest in companies smaller than $3 billion in market capitalization.

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

The investment process of the fund begins with an economic analysis across a range of industries and identifies companies using fundamental research that are market leaders in industry niches they operate.  The fund favors companies with consistent business performance and exhibit sustainable growth.

The fund may invest in companies that do not have strong earnings histories but do have other attributes that may contribute to accelerated growth in the near future.

The fund may focus on one or more industries including industrial and technology-related sectors and has the flexibility to invest in companies smaller than $3 billion in market capitalization.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of U.S. operating companies.

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

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

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

The investment process begins with a focus on identifying companies that are trading at a discount to their intrinsic value. Then, the research team identifies companies with sustainable competitive advantages, conservative balance sheets, and management with an ownership mentality.

The team uses bottom-up analysis to focus on factors such as earnings and revenue growth, operating margins and economic factors.

The fund also considers the level of industry competition, regulatory factors, and the threat of technological obsolescence to identify potential investment opportunities.   

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

The investment process begins with a focus on identifying companies that are trading at a discount to their intrinsic value. Then, the research team identifies companies with sustainable competitive advantages, conservative balance sheets, and management with an ownership mentality.

The team uses bottom-up analysis to focus on factors such as earnings and revenue growth, operating margins and economic factors.

The fund also considers the level of industry competition, regulatory factors, and the threat of technological obsolescence to identify potential investment opportunities.   

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

The investment process begins with a focus on identifying companies that are trading at a discount to their intrinsic value. Then, the research team identifies companies with sustainable competitive advantages, conservative balance sheets, and management with an ownership mentality.

The team uses bottom-up analysis to focus on factors such as earnings and revenue growth, operating margins and economic factors.

The fund also considers the level of industry competition, regulatory factors, and the threat of technological obsolescence to identify potential investment opportunities.   

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

The investment process is designed to highlight companies that are lagging in market price or trading at a discount to their estimated intrinsic value.

The research team is using quantitative techniques to identify companies with durable competitive advantages, conservative balance sheets, and management with an ownership mentality.

The team uses individual stock analysis to focus on factors such as earnings and revenue growth, operating margins and economic factors.

The fund also considers the level of industry competition, regulatory outlook, and the threat of technological obsolescence to identify potential investment opportunities. 

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

The investment process is designed to highlight companies that are lagging in market price or trading at a discount to their estimated intrinsic value.

The research team is using quantitative techniques to identify companies with durable competitive advantages, conservative balance sheets, and management with an ownership mentality.

The team uses individual stock analysis to focus on factors such as earnings and revenue growth, operating margins and economic factors.

The fund also considers the level of industry competition, regulatory outlook, and the threat of technological obsolescence to identify potential investment opportunities. 

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

The investment process is designed to highlight companies that are lagging in market price or trading at a discount to their estimated intrinsic value.

The research team is using quantitative techniques to identify companies with durable competitive advantages, conservative balance sheets, and management with an ownership mentality.

The team uses individual stock analysis to focus on factors such as earnings and revenue growth, operating margins and economic factors.

The fund also considers the level of industry competition, regulatory outlook, and the threat of technological obsolescence to identify potential investment opportunities. 

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

The systematic and quantitative investment process starts with a list of companies included in the benchmark index. The process then ranks companies based on valuation models which looks for relative mispricing. The companies are ranked in each sector and style subset.

The fund while constructing a portfolio applies additional weights to stocks that are attractive or under weights or zero weights that are ranked least attractive by the systematic process.

The fund generally holds between 100 and 250 securities.

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

The systematic and quantitative investment process starts with a list of companies included in the benchmark index. The process then ranks companies based on valuation models which looks for relative mispricing. The companies are ranked in each sector and style subset.

The fund while constructing a portfolio applies additional weights to stocks that are attractive or under weights or zero weights that are ranked least attractive by the systematic process.

The fund generally holds between 100 and 250 securities.

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

The systematic and quantitative investment process starts with a list of companies included in the benchmark index. The process then ranks companies based on valuation models which looks for relative mispricing. The companies are ranked in each sector and style subset.

The fund while constructing a portfolio applies additional weights to stocks that are attractive or under weights or zero weights that are ranked least attractive by the systematic process.

The fund generally holds between 100 and 250 securities.

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

The systematic and quantitative investment process starts with a list of companies included in the benchmark index. The process then ranks companies based on valuation models which looks for relative mispricing. The companies are ranked in each sector and style subset.

The fund while constructing a portfolio applies additional weights to stocks that are attractive or under weights or zero weights that are ranked least attractive by the systematic process.

The fund generally holds between 100 and 250 securities.

The fund seeks to appreciate capital by investing in mid-size companies tied to the index.

The fund generally invests in all stocks and match the composition of its benchmark index.

The S&P Midcap 400 Index is an unmanaged index of 400 common stocks of medium-size companies generally between the market capitalizations of $2 billion and $9 billion.

S&P weighs each company’s stock in the index by its market capitalization and adjusts by the number of shares to public – float shares.

The fund seeks to appreciate capital by investing in mid-size companies tied to the index.

The fund generally invests in all stocks and match the composition of its benchmark index.

The S&P Midcap 400 Index is an unmanaged index of 400 common stocks of medium-size companies generally between the market capitalizations of $2 billion and $9 billion.

S&P weighs each company’s stock in the index by its market capitalization and adjusts by the number of shares to public – float shares.

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

The investment process starts with a list of companies included in its benchmark index. The research team using financial screens and quantitative research narrows the list of investable stocks. The team with the help of qualitative research develops a detailed understanding of business health and business model of select companies that meet financial strength criteria.

The team then digs deeper in understanding sources and drivers of growth, competitive dynamics and long term sustainability of growth and calculates intrinsic value for each individual company.

The fund favors companies trading at attractive discount to intrinsic value and presence of at least one catalyst to enable higher revaluation.

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

The investment process starts with a list of companies included in its benchmark index. The research team using financial screens and quantitative research narrows the list of investable stocks. The team with the help of qualitative research develops a detailed understanding of business health and business model of select companies that meet financial strength criteria.

The team then digs deeper in understanding sources and drivers of growth, competitive dynamics and long term sustainability of growth and calculates intrinsic value for each individual company.

The fund favors companies trading at attractive discount to intrinsic value and presence of at least one catalyst to enable higher revaluation.

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

The investment process starts with a list of companies included in its benchmark index. The research team using financial screens and quantitative research narrows the list of investable stocks. The team with the help of qualitative research develops a detailed understanding of business health and business model of select companies that meet financial strength criteria.

The team then digs deeper in understanding sources and drivers of growth, competitive dynamics and long term sustainability of growth and calculates intrinsic value for each individual company.

The fund favors companies trading at attractive discount to intrinsic value and presence of at least one catalyst to enable higher revaluation.

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

The investment process starts with a list of companies included in its benchmark index. The research team using financial screens and quantitative research narrows the list of investable stocks. The team with the help of qualitative research develops a detailed understanding of business health and business model of select companies that meet financial strength criteria.

The team then digs deeper in understanding sources and drivers of growth, competitive dynamics and long term sustainability of growth and calculates intrinsic value for each individual company.

The fund favors companies trading at attractive discount to intrinsic value and presence of at least one catalyst to enable higher revaluation.

The fund seeks capital appreciation, income and growth in income through investing in companies that meet environmental, social and corporate governance criteria.

The investment process starts with a list of companies that meet ESG criteria based on a rating system developed by an affiliate of the fund. Then the research team looks for companies that meet criteria on earnings, growth, business sustainability and return on capital.

The fund’s portfolio is constructed with a view to maximize returns while balancing risk similar to its benchmark.

The ESG rating for each company is formulated using multiple factors including adherence to corporate governance principles, ESG performance relative to peer group, management effort to meet the United Nations’ Sustainable Development Goals and the company’s level of involvement in weapons and other controversial sectors.

The fund seeks capital appreciation, income and growth in income through investing in companies that meet environmental, social and corporate governance criteria.

The investment process starts with a list of companies that meet ESG criteria based on a rating system developed by an affiliate of the fund. Then the research team looks for companies that meet criteria on earnings, growth, business sustainability and return on capital.

The fund’s portfolio is constructed with a view to maximize returns while balancing risk similar to its benchmark.

The ESG rating for each company is formulated using multiple factors including adherence to corporate governance principles, ESG performance relative to peer group, management effort to meet the United Nations’ Sustainable Development Goals and the company’s level of involvement in weapons and other controversial sectors.

The fund seeks capital appreciation, income and growth in income through investing in companies that meet environmental, social and corporate governance criteria.

The investment process starts with a list of companies that meet ESG criteria based on a rating system developed by an affiliate of the fund. Then the research team looks for companies that meet criteria on earnings, growth, business sustainability and return on capital.

The fund’s portfolio is constructed with a view to maximize returns while balancing risk similar to its benchmark.

The ESG rating for each company is formulated using multiple factors including adherence to corporate governance principles, ESG performance relative to peer group, management effort to meet the United Nations’ Sustainable Development Goals and the company’s level of involvement in weapons and other controversial sectors.

The fund seeks capital appreciation, income and growth in income through investing in companies that meet environmental, social and corporate governance criteria.

The investment process starts with a list of companies that meet ESG criteria based on a rating system developed by an affiliate of the fund. Then the research team looks for companies that meet criteria on earnings, growth, business sustainability and return on capital.

The fund’s portfolio is constructed with a view to maximize returns while balancing risk similar to its benchmark.

The ESG rating for each company is formulated using multiple factors including adherence to corporate governance principles, ESG performance relative to peer group, management effort to meet the United Nations’ Sustainable Development Goals and the company’s level of involvement in weapons and other controversial sectors.

The fund seeks capital appreciation, income and growth in income through investing in companies that meet environmental, social and corporate governance criteria.

The investment process starts with a list of companies that meet ESG criteria based on a rating system developed by an affiliate of the fund. Then the research team looks for companies that meet criteria on earnings, growth, business sustainability and return on capital.

The fund’s portfolio is constructed with a view to maximize returns while balancing risk similar to its benchmark.

The ESG rating for each company is formulated using multiple factors including adherence to corporate governance principles, ESG performance relative to peer group, management effort to meet the United Nations’ Sustainable Development Goals and the company’s level of involvement in weapons and other controversial sectors.

The fund seeks capital appreciation, income and growth in income through investing in companies that meet environmental, social and corporate governance criteria.

The investment process starts with a list of companies that meet ESG criteria based on a rating system developed by an affiliate of the fund. Then the research team looks for companies that meet criteria on earnings, growth, business sustainability and return on capital.

The fund’s portfolio is constructed with a view to maximize returns while balancing risk similar to its benchmark.

The ESG rating for each company is formulated using multiple factors including adherence to corporate governance principles, ESG performance relative to peer group, management effort to meet the United Nations’ Sustainable Development Goals and the company’s level of involvement in weapons and other controversial sectors.

The fund seeks capital appreciation by investing in small- and mid-size companies in the U.S.

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

The fund seeks capital appreciation by investing in small- and mid-size companies in the U.S.

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

The fund seeks capital appreciation by investing in small- and mid-size companies in the U.S.

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

The fund seeks capital appreciation by investing in small- and mid-size companies in the U.S.

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

The fund seeks capital appreciation by investing in small- and mid-size companies in the U.S.

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

The fund seeks to grow capital through investing in companies that are benefitting from the emerging growth trends.

The investment process is designed to identify companies with growth characteristics regardless of its size. The process looks for emerging trends and themes in various industries and sectors and identifies a list of companies with leadership positions. Then the research team evaluates financial strength and strategic position and the durability of the growth trend. The short list of candidates are included in the fund with the view to hold them for a longer term.

The fund holds between 75 and 100 stocks and top 10 holdings account for 20% of total assets.

The fund seeks to grow capital through investing in companies that are benefitting from the emerging growth trends.

The investment process is designed to identify companies with growth characteristics regardless of its size. The process looks for emerging trends and themes in various industries and sectors and identifies a list of companies with leadership positions. Then the research team evaluates financial strength and strategic position and the durability of the growth trend. The short list of candidates are included in the fund with the view to hold them for a longer term.

The fund holds between 75 and 100 stocks and top 10 holdings account for 20% of total assets.

The fund seeks to grow capital through investing in companies that are benefitting from the emerging growth trends.

The investment process is designed to identify companies with growth characteristics regardless of its size. The process looks for emerging trends and themes in various industries and sectors and identifies a list of companies with leadership positions. Then the research team evaluates financial strength and strategic position and the durability of the growth trend. The short list of candidates are included in the fund with the view to hold them for a longer term.

The fund holds between 75 and 100 stocks and top 10 holdings account for 20% of total assets.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks.

The team favors growth companies with perceived leadership positions and competitive advantages in niche markets not yet recognized by investors.

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 can invest in companies from a wide range of industries.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks.

The team favors growth companies with perceived leadership positions and competitive advantages in niche markets not yet recognized by investors.

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 can invest in companies from a wide range of industries.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks.

The team favors growth companies with perceived leadership positions and competitive advantages in niche markets not yet recognized by investors.

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 can invest in companies from a wide range of industries.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks.

The team favors growth companies with perceived leadership positions and competitive advantages in niche markets not yet recognized by investors.

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 can invest in companies from a wide range of industries.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based screening processes to narrow the investable universe.

The team focuses on companies that reflect values such as respecting the value and freedom of all people, demonstrating a concern for justice and peace, promoting family and community, exhibiting responsible management practices, and practicing environmental stewardship.

Additionally, the team may invest in securities that fund community development institutions and serve needs such as those of low-to-moderate income families and communities.

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.

From time to time, the fund may invest a substantial portion of its net assets in the stock of companies in the technology, industrial, healthcare and life sciences sectors.

The fund may invest without limitation in securities in companies domiciled outside the United States either directly or through American Depositary Receipts.

Also, the fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

Additionally, the fund may invest in development stage companies.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based screening processes to narrow the investable universe.

The team focuses on companies that reflect values such as respecting the value and freedom of all people, demonstrating a concern for justice and peace, promoting family and community, exhibiting responsible management practices, and practicing environmental stewardship.

Additionally, the team may invest in securities that fund community development institutions and serve needs such as those of low-to-moderate income families and communities.

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.

From time to time, the fund may invest a substantial portion of its net assets in the stock of companies in the technology, industrial, healthcare and life sciences sectors.

The fund may invest without limitation in securities in companies domiciled outside the United States either directly or through American Depositary Receipts.

Also, the fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

Additionally, the fund may invest in development stage companies.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based screening processes to narrow the investable universe.

The team focuses on companies that reflect values such as respecting the value and freedom of all people, demonstrating a concern for justice and peace, promoting family and community, exhibiting responsible management practices, and practicing environmental stewardship.

Additionally, the team may invest in securities that fund community development institutions and serve needs such as those of low-to-moderate income families and communities.

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.

From time to time, the fund may invest a substantial portion of its net assets in the stock of companies in the technology, industrial, healthcare and life sciences sectors.

The fund may invest without limitation in securities in companies domiciled outside the United States either directly or through American Depositary Receipts.

Also, the fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

Additionally, the fund may invest in development stage companies.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based screening processes to narrow the investable universe.

The team focuses on companies that reflect values such as respecting the value and freedom of all people, demonstrating a concern for justice and peace, promoting family and community, exhibiting responsible management practices, and practicing environmental stewardship.

Additionally, the team may invest in securities that fund community development institutions and serve needs such as those of low-to-moderate income families and communities.

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.

From time to time, the fund may invest a substantial portion of its net assets in the stock of companies in the technology, industrial, healthcare and life sciences sectors.

The fund may invest without limitation in securities in companies domiciled outside the United States either directly or through American Depositary Receipts.

Also, the fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

Additionally, the fund may invest in development stage companies.

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

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of correlated companies.

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

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of correlated companies.

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

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of correlated companies.

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

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of correlated companies.

The fund seeks aggregate price and dividend performance by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The process is designed to highlight companies that exhibit greater growth potential and less volatility than their peers or the broader market.

The fund also uses enhanced portfolio management techniques to over or underweight positions in securities and seeks to replicate the composition of the benchmark.   

The fund seeks aggregate price and dividend performance by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The process is designed to highlight companies that exhibit greater growth potential and less volatility than their peers or the broader market.

The fund also uses enhanced portfolio management techniques to over or underweight positions in securities and seeks to replicate the composition of the benchmark.   

The fund seeks aggregate price and dividend performance by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The process is designed to highlight companies that exhibit greater growth potential and less volatility than their peers or the broader market.

The fund also uses enhanced portfolio management techniques to over or underweight positions in securities and seeks to replicate the composition of the benchmark.   

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

The investment process is designed to identify companies with above-average growth prospects and are estimated to trade at reasonable valuations.

The research team combines quantitative and technical analysis to identify companies that exhibit high returns on capital, long-term revenue growth potential and strong balance sheets.

The diversified portfolio is designed to reduce individual holding risk and include those companies that are estimated to offer value creation opportunity. 

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

The investment process is designed to identify companies with above-average growth prospects and are estimated to trade at reasonable valuations.

The research team combines quantitative and technical analysis to identify companies that exhibit high returns on capital, long-term revenue growth potential and strong balance sheets.

The diversified portfolio is designed to reduce individual holding risk and include those companies that are estimated to offer value creation opportunity. 

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

The investment process is designed to identify companies with above-average growth prospects and are estimated to trade at reasonable valuations.

The research team combines quantitative and technical analysis to identify companies that exhibit high returns on capital, long-term revenue growth potential and strong balance sheets.

The diversified portfolio is designed to reduce individual holding risk and include those companies that are estimated to offer value creation opportunity. 

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

The investment process is designed to identify companies with above-average growth prospects and are estimated to trade at reasonable valuations.

The research team combines quantitative and technical analysis to identify companies that exhibit high returns on capital, long-term revenue growth potential and strong balance sheets.

The diversified portfolio is designed to reduce individual holding risk and include those companies that are estimated to offer value creation opportunity. 

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

The investment process is designed to identify companies with above-average growth prospects and are estimated to trade at reasonable valuations.

The research team combines quantitative and technical analysis to identify companies that exhibit high returns on capital, long-term revenue growth potential and strong balance sheets.

The diversified portfolio is designed to reduce individual holding risk and include those companies that are estimated to offer value creation opportunity. 

The fund seeks capital appreciation in the long term by investing in 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 a significant portion of the fund’s net assets in equity securities.

The team focuses on companies that are estimated to trade below their fair values relative to factors such as assets, sales, earnings, growth potential, or cash flow, or peers.

Also, the team invests in domestic and foreign issuers.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

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 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 a significant portion of the fund’s net assets in equity securities.

The team focuses on companies that are estimated to trade below their fair values relative to factors such as assets, sales, earnings, growth potential, or cash flow, or peers.

Also, the team invests in domestic and foreign issuers.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

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 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 a significant portion of the fund’s net assets in equity securities.

The team focuses on companies that are estimated to trade below their fair values relative to factors such as assets, sales, earnings, growth potential, or cash flow, or peers.

Also, the team invests in domestic and foreign issuers.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

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 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 a significant portion of the fund’s net assets in equity securities.

The team focuses on companies that are estimated to trade below their fair values relative to factors such as assets, sales, earnings, growth potential, or cash flow, or peers.

Also, the team invests in domestic and foreign issuers.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

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 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 a significant portion of the fund’s net assets in equity securities.

The team focuses on companies that are estimated to trade below their fair values relative to factors such as assets, sales, earnings, growth potential, or cash flow, or peers.

Also, the team invests in domestic and foreign issuers.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

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 mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The research team is using fundamental analysis to evaluate a company’s financial condition and industry position, as well as market and economic conditions.

Next, the team of managers allocates the fund's assets across different market sectors.

The fund invests in either growth or value stocks or both, and has the flexibility to invest in domestic and foreign companies. 

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The research team is using fundamental analysis to evaluate a company’s financial condition and industry position, as well as market and economic conditions.

Next, the team of managers allocates the fund's assets across different market sectors.

The fund invests in either growth or value stocks or both, and has the flexibility to invest in domestic and foreign companies. 

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The research team is using fundamental analysis to evaluate a company’s financial condition and industry position, as well as market and economic conditions.

Next, the team of managers allocates the fund's assets across different market sectors.

The fund invests in either growth or value stocks or both, and has the flexibility to invest in domestic and foreign companies. 

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The research team is using fundamental analysis to evaluate a company’s financial condition and industry position, as well as market and economic conditions.

Next, the team of managers allocates the fund's assets across different market sectors.

The fund invests in either growth or value stocks or both, and has the flexibility to invest in domestic and foreign companies. 

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The research team is using fundamental analysis to evaluate a company’s financial condition and industry position, as well as market and economic conditions.

Next, the team of managers allocates the fund's assets across different market sectors.

The fund invests in either growth or value stocks or both, and has the flexibility to invest in domestic and foreign companies. 

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The research team is using fundamental analysis to evaluate a company’s financial condition and industry position, as well as market and economic conditions.

Next, the team of managers allocates the fund's assets across different market sectors.

The fund invests in either growth or value stocks or both, and has the flexibility to invest in domestic and foreign companies. 

The fund seeks total return by investing in small- and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The research team using fundamental analysis evaluates a company’s valuation multiples on the basis of earnings, cash flow, book value, dividend yield, growth of earnings, as well as capitalization and industry exposures.

The fund also relies on historical data and correlations to build a portfolio of securities that closely matches the composition of the benchmark.    

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

The investment process starts with companies in the benchmark index and the team identifies companies that exhibit accelerated earnings or revenue growth outlook.

Next, the research team with the help of fundamental research analyzes financial, industry, as well as market and economic conditions of companies.

The fund has the flexibility to invest in companies with smaller or larger market capitalizations.

The fund seeks total return by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The manager has the flexibility to lend securities to earn income for the fund. 

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States, including overseas.

The sub-adviser’s investment process is driven by an opportunistic approach to identify undervalued stocks from a list of companies in the benchmark index.

The process relies on quantitative analysis to look for companies that are mispriced and may be out of favor with investors.

Then the research team narrows the investable universe to a list of higher-quality companies that demonstrate stable growth prospects and are trading at a discount to their estimated intrinsic value.

Additionally, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

Then the portfolio is constructed of low-priced stocks that are resilient and growing with capable management teams.

The fund may invest in growth or value stocks or both.

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States, including overseas.

The sub-adviser’s investment process is driven by an opportunistic approach to identify undervalued stocks from a list of companies in the benchmark index.

The process relies on quantitative analysis to look for companies that are mispriced and may be out of favor with investors.

Then the research team narrows the investable universe to a list of higher-quality companies that demonstrate stable growth prospects and are trading at a discount to their estimated intrinsic value.

Additionally, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

Then the portfolio is constructed of low-priced stocks that are resilient and growing with capable management teams.

The fund may invest in growth or value stocks or both.

The fund seeks capital appreciation 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 a significant portion of the fund’s net assets in low-priced stocks.

The team seeks to buy higher-quality companies with stable growth prospects and that trade at a discount to their estimated intrinsic (fair) value.

Also, the team invests in domestic and foreign issuers.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

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 has the flexibility to invest in either growth or value stocks or both.

Also, the fund may potentially invest in stocks not considered low-priced.

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

The investment process starts with a list of companies in the benchmark index and looks for ways to enhance returns employing fundamental techniques to select companies with improving fundamentals and that are also trading at reasonable valuations.

The research team with the help of quantitative analysis highlights stocks that demonstrate the potential to provide a higher total return than that of the benchmark.

The team narrows the investable universe on the basis of historical valuation, growth, and profitability.

The portfolio is so constructed to balance both risk and return.    

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

The investment process uses qualitative research, fundamental analysis, and valuation guidelines to identifying companies that are trading at a discount to their intrinsic value.

The research team uses bottom-up fundamental research, competition analysis, and management evaluation to identify high-quality companies that have the potential to deliver long-term outperformance.

The team narrows the investable universe to companies based on financial strength, industry position, and macroeconomic conditions.

Normally the fund invests in mid-size companies but has the flexibility to invest in smaller or larger market capitalizations companies. 

The fund seeks capital appreciation in the long term by investing in 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 a significant portion of the fund’s net assets in securities of companies with medium market capitalizations.

The team focuses on companies that are estimated to trade below their fair values.

Also, the team also invests in domestic and foreign issuers.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

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 has the flexibility to invest in either growth or value stocks or both.

Additionally, the fund may potentially invest in companies with smaller or larger market capitalizations.

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

The investment process focuses on one stock at a time and with the help of fundamental analysis identifies companies whose future earnings power differs from market consensus and where the potential payoff is high.

The research team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

Next, the team also looks for investment opportunities in emerging growth stocks, compounders, and mean-reversion stocks. The process takes into consideration the magnitude and durability of the growth rate; and the timing, duration or magnitude of the market cycle of these stocks.

The portfolio is constructed with either growth or value stocks or both.

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

The investment process focuses on one stock at a time and with the help of fundamental analysis identifies companies whose future earnings power differs from market consensus and where the potential payoff is high.

The research team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

Next, the team also looks for investment opportunities in emerging growth stocks, compounders, and mean-reversion stocks. The process takes into consideration the magnitude and durability of the growth rate; and the timing, duration or magnitude of the market cycle of these stocks.

The portfolio is constructed with either growth or value stocks or both.

The fund seeks total return by investing in small- and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The manager has the flexibility to lend securities to earn income for the fund.    

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

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The portfolio is constructed with either growth stocks or value stocks or both. The fund allocates assets through sub-advisers considering factors such as the sub-adviser's investment approach and portfolio characteristics, and performance patterns in different market environments.

The fund also allocates assets among underlying funds considering factors such as fund performance and company infrastructure, a fund manager's experience and investment style, and fund characteristics such as expense ratio, asset size, and portfolio turnover.

The goal of asset allocation among underlying funds and sub-advisers is to achieve portfolio characteristics similar to the benchmark.    

The fund seeks total return by investing in small- and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to narrow the list of investable companies.

The research team using fundamental analysis evaluates a company’s valuation multiples on the basis of earnings, cash flow, book value, dividend yield, growth of earnings, as well as capitalization and industry exposures.

The manager has the flexibility to lend securities to earn income for the fund. 

The fund seeks capital appreciation in the long term 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 growth-oriented companies exhibiting long-term capital appreciation potential and that are estimated to grow faster than the U.S. economy.

In selecting securities for the portfolio, the research team combines top-down secular/macro-economic trend analysis with bottom- up security selection.

The top-down approach takes into consideration factors such as interest rates, inflation, fiscal and monetary policy, global demographic trends, and the regulatory environment.

The research process is driven by fundamental analysis of one stock at a time. The team prefers companies that are exhibiting 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 fund may also invest in emerging growth companies, as well as also invest in exchange-traded funds.

Additionally, the fund may invest up to 15% of its net assets in common stocks of foreign small- and mid-cap companies through the purchase of American Depository Receipts and/or foreign domiciled companies listed on U.S. stock exchanges.

The fund seeks capital appreciation in the long term 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 growth-oriented companies exhibiting long-term capital appreciation potential and that are estimated to grow faster than the U.S. economy.

In selecting securities for the portfolio, the research team combines top-down secular/macro-economic trend analysis with bottom- up security selection.

The top-down approach takes into consideration factors such as interest rates, inflation, fiscal and monetary policy, global demographic trends, and the regulatory environment.

The research process is driven by fundamental analysis of one stock at a time. The team prefers companies that are exhibiting 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 fund may also invest in emerging growth companies, as well as also invest in exchange-traded funds.

Additionally, the fund may invest up to 15% of its net assets in common stocks of foreign small- and mid-cap companies through the purchase of American Depository Receipts and/or foreign domiciled companies listed on U.S. stock exchanges.

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are trading at a discount to their estimated intrinsic value.

The team then considers factors, such as valuation multiples on the basis of earnings, book value and cash flow.

Also, the team focuses on the discounted value of future cash flows of companies.

In addition, the team reviews trade magazines, annual reports, and regulatory filings.

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 invests in companies that have balance sheet strength without significant debt or other liabilities.

Additionally, the fund may invest in special situation companies, including spin-offs and companies recently emerging from bankruptcy.

The fund may hold a significant portion of its net assets in cash and cash equivalents if sufficient value opportunities are not present in the market. 

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are trading at a discount to their estimated intrinsic value.

The team then considers factors, such as valuation multiples on the basis of earnings, book value and cash flow.

Also, the team focuses on the discounted value of future cash flows of companies.

In addition, the team reviews trade magazines, annual reports, and regulatory filings.

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 invests in companies that have balance sheet strength without significant debt or other liabilities.

Additionally, the fund may invest in special situation companies, including spin-offs and companies recently emerging from bankruptcy.

The fund may hold a significant portion of its net assets in cash and cash equivalents if sufficient value opportunities are not present in the market. 

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are trading at a discount to their estimated intrinsic value.

The team then considers factors, such as valuation multiples on the basis of earnings, book value and cash flow.

Also, the team focuses on the discounted value of future cash flows of companies.

In addition, the team reviews trade magazines, annual reports, and regulatory filings.

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 invests in companies that have balance sheet strength without significant debt or other liabilities.

Additionally, the fund may invest in special situation companies, including spin-offs and companies recently emerging from bankruptcy.

The fund may hold a significant portion of its net assets in cash and cash equivalents if sufficient value opportunities are not present in the market. 

The fund seeks capital appreciation in the long term 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 equity securities.

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 offer durable earnings and cash flow growth.

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, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

The fund seeks capital appreciation in the long term 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 equity securities.

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 offer durable earnings and cash flow growth.

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, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

The fund seeks capital appreciation in the long term 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 equity securities.

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 offer durable earnings and cash flow growth.

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, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

The fund seeks capital appreciation in the long term 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 equity securities.

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 offer durable earnings and cash flow growth.

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, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

The fund seeks capital appreciation in the long term 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 equity securities.

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 offer durable earnings and cash flow growth.

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, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

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

The process relies on proprietary behavioral finance research.

Next, the research team seeks to capitalize on behavioral biases that may cause the market to over-react to bad news and losses or under-react to good news.

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 approximately holds from 25 to 75 positions.

The fund may invest in multiple sectors, and may concentrate its investments in a particular sector by investing greater than 25% of the fund’s net assets in such sector.

However, the fund will not invest more than 25% of its net assets in any particular industry.

The fund may also invest a portion of its net assets in real estate investment trusts, business development companies, and exchange traded funds.

Additionally, the fund may also lend portfolio securities to brokers, dealers and other financial organizations.

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

The process relies on proprietary behavioral finance research.

Next, the research team seeks to capitalize on behavioral biases that may cause the market to over-react to bad news and losses or under-react to good news.

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 approximately holds from 25 to 75 positions.

The fund may invest in multiple sectors, and may concentrate its investments in a particular sector by investing greater than 25% of the fund’s net assets in such sector.

However, the fund will not invest more than 25% of its net assets in any particular industry.

The fund may also invest a portion of its net assets in real estate investment trusts, business development companies, and exchange traded funds.

Additionally, the fund may also lend portfolio securities to brokers, dealers and other financial organizations.

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

The process relies on proprietary behavioral finance research.

Next, the research team seeks to capitalize on behavioral biases that may cause the market to over-react to bad news and losses or under-react to good news.

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 approximately holds from 25 to 75 positions.

The fund may invest in multiple sectors, and may concentrate its investments in a particular sector by investing greater than 25% of the fund’s net assets in such sector.

However, the fund will not invest more than 25% of its net assets in any particular industry.

The fund may also invest a portion of its net assets in real estate investment trusts, business development companies, and exchange traded funds.

Additionally, the fund may also lend portfolio securities to brokers, dealers and other financial organizations.

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

The investment process is using proprietary research methodology to identify companies that have potential for long term earnings per share growth. The process looks for well-managed and strong companies with growing cash flow.

The research team favors companies with the presence of near-term catalysts such as industry developments, regulatory changes, changes in management, sale or spin-off of a division, or the development of a profitable new business.

Next, the team narrows the investable universe to companies that exhibit revenue and earnings growth as a result of changes in management or similar characteristics.

The portfolio comprises 25 to 35 companies of all market capitalization, with the ability to allocate up to 50% of the portfolio in the five largest positions.

The fund also has the flexibility to invest in all market capitalizations.

The fund seeks capital appreciation in the long term by investing in 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 equity securities.

The team prefers companies with high free cash flow yields, balance sheet strength, products or services that satisfy basic human needs, and having long-term growth potential.

In addition, the team also considers companies with proven management teams demonstrating prudent capital allocation skills.

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 at times may hold significant cash holdings and significant fixed income investments.

Additionally, the fund may also invest in equity securities such as interests in real estate investment trusts, and American Depositary Receipts or similar securities.

The fund may also invest in special situations which include liquidations, mergers, reorganizations, management changes, recapitalizations, and technological developments.

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

The investment process starts with a list of 450 companies and the research team uses quantitative techniques and fundamental analysis to find the most attractive investment opportunities.

Next, the research team evaluates a company’s balance sheet, earnings history, future prospects and financial ratios including debt to equity, returns on equity and assets and book value.

The team then narrows the list of investable stocks to approximately 400. The selected securities are then classified into either a growth or value category, which are further sorted into eleven economic sector weightings.

The portfolio is built of these twenty-two categories of stocks which are diversified among economic sectors and industries.

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

The sub advisor’s investment process focuses on companies in the benchmark index that are underfollowed but exhibit a strong potential for growth.

The research team favors companies that exhibit superior financial return but also are environment friendly. The fund avoids investing in corporations involved in the production or sale of tobacco products or the manufacture of firearms.

The fund generally holds between 25-45 securities in its portfolio but will invest a significant portion of its assets in the financial services and consumer discretionary sectors.    

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

The sub advisor’s investment process focuses on companies in the benchmark index that are underfollowed but exhibit a strong potential for growth.

The research team favors companies that exhibit superior financial return but also are environment friendly. The fund avoids investing in corporations involved in the production or sale of tobacco products or the manufacture of firearms.

The fund generally holds between 25-45 securities in its portfolio but will invest a significant portion of its assets in the financial services and consumer discretionary sectors.    

The fund seeks total return through replicating investment in mid-size companies focused index in the United States.

The investment process starts with a list of companies included in the benchmark index. The research team with the help of quantitative techniques and financial screens identifies high-quality companies.

Next, the team builds a portfolio of stocks in as close as possible a proportion of the fund as each stock's weight in the benchmark index.    

The fund seeks total return through replicating investment in mid-size companies focused index in the United States.

The investment process starts with a list of companies included in the benchmark index. The research team with the help of quantitative techniques and financial screens identifies high-quality companies.

Next, the team builds a portfolio of stocks in as close as possible a proportion of the fund as each stock's weight in the benchmark index.    

The fund seeks total return through replicating investment in mid-size companies focused index in the United States.

The investment process starts with a list of companies included in the benchmark index. The research team with the help of quantitative techniques and financial screens identifies high-quality companies.

Next, the team builds a portfolio of stocks in as close as possible a proportion of the fund as each stock's weight in the benchmark index.