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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.    

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

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.    

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

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.    

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

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.    

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

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.    

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

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.    

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

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.    

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

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.    

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

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.    

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

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities. The sub-advisor believes ESG assessment as an important consideration in determining the weights of securities within the portfolio.    

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

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

The team is using a representative sampling indexing strategy to evaluate companies based on market capitalization and industry weightings.

The process also includes assessing a company’s return variability and yield and liquidity characteristics similar to those of the underlying Index.

The fund generally invests at least 90% of its assets in securities of the underlying Index. 

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

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

The team is using a representative sampling indexing strategy to evaluate companies based on market capitalization and industry weightings.

The process also includes assessing a company’s return variability and yield and liquidity characteristics similar to those of the underlying Index.

The fund generally invests at least 90% of its assets in securities of the underlying Index. 

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

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

The team is using a representative sampling indexing strategy to evaluate companies based on market capitalization and industry weightings.

The process also includes assessing a company’s return variability and yield and liquidity characteristics similar to those of the underlying Index.

The fund generally invests at least 90% of its assets in securities of the underlying Index. 

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

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

The team is using a representative sampling indexing strategy to evaluate companies based on market capitalization and industry weightings.

The process also includes assessing a company’s return variability and yield and liquidity characteristics similar to those of the underlying Index.

The fund generally invests at least 90% of its assets in securities of the underlying Index. 

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

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

The team is using a representative sampling indexing strategy to evaluate companies based on market capitalization and industry weightings.

The process also includes assessing a company’s return variability and yield and liquidity characteristics similar to those of the underlying Index.

The fund generally invests at least 90% of its assets in securities of the underlying Index. 

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

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

The team is using a representative sampling indexing strategy to evaluate companies based on market capitalization and industry weightings.

The process also includes assessing a company’s return variability and yield and liquidity characteristics similar to those of the underlying Index.

The fund generally invests at least 90% of its assets in securities of the underlying Index. 

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

The investment process combines bottom-up stock picking with the top down macroeconomic analysis.

The stock selection process is designed to identify companies that exhibit attractive total return characteristics.  The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.

The process first identifies companies with financial strength, sustainable dividend yield; consistent revenue, earnings, and cash flow; and a potential for returning capital to shareholders.

Next, the investment team reviews the macroeconomic environment with a focus on interest rates, inflation, consumer confidence and corporate spending.

The fund emphasizes dividend-paying and other income-producing securities and has an equally weighted portfolio.    

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

The investment process combines bottom-up stock picking with the top down macroeconomic analysis.

The stock selection process is designed to identify companies that exhibit attractive total return characteristics.  The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.

The process first identifies companies with financial strength, sustainable dividend yield; consistent revenue, earnings, and cash flow; and a potential for returning capital to shareholders.

Next, the investment team reviews the macroeconomic environment with a focus on interest rates, inflation, consumer confidence and corporate spending.

The fund emphasizes dividend-paying and other income-producing securities and has an equally weighted portfolio.    

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

The investment process combines bottom-up stock picking with the top down macroeconomic analysis.

The stock selection process is designed to identify companies that exhibit attractive total return characteristics.  The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.

The process first identifies companies with financial strength, sustainable dividend yield; consistent revenue, earnings, and cash flow; and a potential for returning capital to shareholders.

Next, the investment team reviews the macroeconomic environment with a focus on interest rates, inflation, consumer confidence and corporate spending.

The fund emphasizes dividend-paying and other income-producing securities and has an equally weighted portfolio.    

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

The investment process combines bottom-up stock picking with the top down macroeconomic analysis.

The stock selection process is designed to identify companies that exhibit attractive total return characteristics.  The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.

The process first identifies companies with financial strength, sustainable dividend yield; consistent revenue, earnings, and cash flow; and a potential for returning capital to shareholders.

Next, the investment team reviews the macroeconomic environment with a focus on interest rates, inflation, consumer confidence and corporate spending.

The fund emphasizes dividend-paying and other income-producing securities and has an equally weighted portfolio.    

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

The investment process combines bottom-up stock picking with the top down macroeconomic analysis.

The stock selection process is designed to identify companies that exhibit attractive total return characteristics.  The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.

The process first identifies companies with financial strength, sustainable dividend yield; consistent revenue, earnings, and cash flow; and a potential for returning capital to shareholders.

Next, the investment team reviews the macroeconomic environment with a focus on interest rates, inflation, consumer confidence and corporate spending.

The fund emphasizes dividend-paying and other income-producing securities and has an equally weighted portfolio.    

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

The investment process combines bottom-up stock picking with the top down macroeconomic analysis.

The stock selection process is designed to identify companies that exhibit attractive total return characteristics.  The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.

The process first identifies companies with financial strength, sustainable dividend yield; consistent revenue, earnings, and cash flow; and a potential for returning capital to shareholders.

Next, the investment team reviews the macroeconomic environment with a focus on interest rates, inflation, consumer confidence and corporate spending.

The fund emphasizes dividend-paying and other income-producing securities and has an equally weighted portfolio.    

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

The sub-advisor’s investment process highlights companies with attractive relative valuations, strong fundamentals, and positive business momentum.

The research team with the help of quantitative techniques assesses a company’s price-to-book value ratios and price-to-earnings ratios and trends in return on equity and earnings growth and cash flow.

Next, the team narrows the investable universe based on a continuous study of trends in industries and companies, earnings power and growth.

The fund is limited to investing a maximum of 25% of its total assets in any one industry and has the flexibility to invest up to 15% of its net assets in illiquid securities.

The fund attempts to outperform by limiting downside risk in falling markets while keeping pace in rising markets.

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

The sub-advisor’s investment process highlights companies with attractive relative valuations, strong fundamentals, and positive business momentum.

The research team with the help of quantitative techniques assesses a company’s price-to-book value ratios and price-to-earnings ratios and trends in return on equity and earnings growth and cash flow.

Next, the team narrows the investable universe based on a continuous study of trends in industries and companies, earnings power and growth.

The fund is limited to investing a maximum of 25% of its total assets in any one industry and has the flexibility to invest up to 15% of its net assets in illiquid securities.

The fund attempts to outperform by limiting downside risk in falling markets while keeping pace in rising markets.

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

The sub-advisor’s investment process highlights companies with attractive relative valuations, strong fundamentals, and positive business momentum.

The research team with the help of quantitative techniques assesses a company’s price-to-book value ratios and price-to-earnings ratios and trends in return on equity and earnings growth and cash flow.

Next, the team narrows the investable universe based on a continuous study of trends in industries and companies, earnings power and growth.

The fund is limited to investing a maximum of 25% of its total assets in any one industry and has the flexibility to invest up to 15% of its net assets in illiquid securities.

The fund attempts to outperform by limiting downside risk in falling markets while keeping pace in rising markets.

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

The sub-advisor’s investment process highlights companies with attractive relative valuations, strong fundamentals, and positive business momentum.

The research team with the help of quantitative techniques assesses a company’s price-to-book value ratios and price-to-earnings ratios and trends in return on equity and earnings growth and cash flow.

Next, the team narrows the investable universe based on a continuous study of trends in industries and companies, earnings power and growth.

The fund is limited to investing a maximum of 25% of its total assets in any one industry and has the flexibility to invest up to 15% of its net assets in illiquid securities.

The fund attempts to outperform by limiting downside risk in falling markets while keeping pace in rising markets.

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

The sub-advisor’s investment process highlights companies with attractive relative valuations, strong fundamentals, and positive business momentum.

The research team with the help of quantitative techniques assesses a company’s price-to-book value ratios and price-to-earnings ratios and trends in return on equity and earnings growth and cash flow.

Next, the team narrows the investable universe based on a continuous study of trends in industries and companies, earnings power and growth.

The fund is limited to investing a maximum of 25% of its total assets in any one industry and has the flexibility to invest up to 15% of its net assets in illiquid securities.

The fund attempts to outperform by limiting downside risk in falling markets while keeping pace in rising markets.

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

The sub-advisor’s investment process highlights companies with attractive relative valuations, strong fundamentals, and positive business momentum.

The research team with the help of quantitative techniques assesses a company’s price-to-book value ratios and price-to-earnings ratios and trends in return on equity and earnings growth and cash flow.

Next, the team narrows the investable universe based on a continuous study of trends in industries and companies, earnings power and growth.

The fund is limited to investing a maximum of 25% of its total assets in any one industry and has the flexibility to invest up to 15% of its net assets in illiquid securities.

The fund attempts to outperform by limiting downside risk in falling markets while keeping pace in rising markets.

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

The investment process combines quantitative and fundamental analysis in identifying companies that are demonstrating capital growth trends.

The research team then identifies companies that exhibit gains through effective capital allocation, a strong competitive position, financial strength, and high-quality earnings.

Next, the team narrows the list using a multi-factor quantitative model measures valuation, profitability, momentum, earnings quality, growth, credit quality, capital use, and investor sentiment/technical factors.

The investment team narrows the investable universe to include companies that offer the most attractive investment opportunities based on the valuation analysis. 

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

The fundamental bottom-up investment process favors undervalued companies with leading competitive positions and predictable and sustainable business models. The research team uses quantitative analysis to look for companies within attractive valuations and strong momentum.

Next, the team through qualitative techniques highlights companies with a successful track record of capital allocation.

The fund uses behavioral finance to capitalize on market inefficiencies.   

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

The fundamental bottom-up investment process favors undervalued companies with leading competitive positions and predictable and sustainable business models. The research team uses quantitative analysis to look for companies within attractive valuations and strong momentum.

Next, the team through qualitative techniques highlights companies with a successful track record of capital allocation.

The fund uses behavioral finance to capitalize on market inefficiencies.   

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

The fundamental bottom-up investment process favors undervalued companies with leading competitive positions and predictable and sustainable business models. The research team uses quantitative analysis to look for companies within attractive valuations and strong momentum.

Next, the team through qualitative techniques highlights companies with a successful track record of capital allocation.

The fund uses behavioral finance to capitalize on market inefficiencies.   

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

The fundamental bottom-up investment process favors undervalued companies with leading competitive positions and predictable and sustainable business models. The research team uses quantitative analysis to look for companies within attractive valuations and strong momentum.

Next, the team through qualitative techniques highlights companies with a successful track record of capital allocation.

The fund uses behavioral finance to capitalize on market inefficiencies.   

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

The fundamental bottom-up investment process favors undervalued companies with leading competitive positions and predictable and sustainable business models. The research team uses quantitative analysis to look for companies within attractive valuations and strong momentum.

Next, the team through qualitative techniques highlights companies with a successful track record of capital allocation.

The fund uses behavioral finance to capitalize on market inefficiencies.   

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

The fundamental bottom-up investment process favors undervalued companies with leading competitive positions and predictable and sustainable business models. The research team uses quantitative analysis to look for companies within attractive valuations and strong momentum.

Next, the team through qualitative techniques highlights companies with a successful track record of capital allocation.

The fund uses behavioral finance to capitalize on market inefficiencies.   

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

The enhanced index strategy 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 a proprietary stock-ranking system to overweight higher ranked stocks and underweight lower ranked. Next, the rankings are reviewed and adjusted to enhance accuracy and consistency within constraints on sector and industry weights and position sizes.

The investment team also considers environmental, social and governance factors when assessing investment opportunities. In general, stocks are purchased when they are among the top ranked within their sector. 

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

The enhanced index strategy 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 a proprietary stock-ranking system to overweight higher ranked stocks and underweight lower ranked. Next, the rankings are reviewed and adjusted to enhance accuracy and consistency within constraints on sector and industry weights and position sizes.

The investment team also considers environmental, social and governance factors when assessing investment opportunities. In general, stocks are purchased when they are among the top ranked within their sector. 

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

The enhanced index strategy 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 a proprietary stock-ranking system to overweight higher ranked stocks and underweight lower ranked. Next, the rankings are reviewed and adjusted to enhance accuracy and consistency within constraints on sector and industry weights and position sizes.

The investment team also considers environmental, social and governance factors when assessing investment opportunities. In general, stocks are purchased when they are among the top ranked within their sector. 

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

The enhanced index strategy 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 a proprietary stock-ranking system to overweight higher ranked stocks and underweight lower ranked. Next, the rankings are reviewed and adjusted to enhance accuracy and consistency within constraints on sector and industry weights and position sizes.

The investment team also considers environmental, social and governance factors when assessing investment opportunities. In general, stocks are purchased when they are among the top ranked within their 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 a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify growth and value stocks.

The research team using fundamental analysis highlights companies with leading competitive positions, talented management teams and durable business models.

Next, the team seeks to identify companies with above-average growth outlook or sustainable free cash flow generation.

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

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 identify growth and value stocks.

The research team using fundamental analysis highlights companies with leading competitive positions, talented management teams and durable business models.

Next, the team seeks to identify companies with above-average growth outlook or sustainable free cash flow generation.

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

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 identify growth and value stocks.

The research team using fundamental analysis highlights companies with leading competitive positions, talented management teams and durable business models.

Next, the team seeks to identify companies with above-average growth outlook or sustainable free cash flow generation.

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

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 identify growth and value stocks.

The research team using fundamental analysis highlights companies with leading competitive positions, talented management teams and durable business models.

Next, the team seeks to identify companies with above-average growth outlook or sustainable free cash flow generation.

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

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 identify growth and value stocks.

The research team using fundamental analysis highlights companies with leading competitive positions, talented management teams and durable business models.

Next, the team seeks to identify companies with above-average growth outlook or sustainable free cash flow generation.

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

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 identify growth and value stocks.

The research team using fundamental analysis highlights companies with leading competitive positions, talented management teams and durable business models.

Next, the team seeks to identify companies with above-average growth outlook or sustainable free cash flow generation.

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

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 but have strong capital growth prospects.

The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals.

Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation.

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

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 but have strong capital growth prospects.

The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals.

Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation.

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

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 but have strong capital growth prospects.

The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals.

Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation.

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

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 but have strong capital growth prospects.

The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals.

Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation.

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

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 but have strong capital growth prospects.

The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals.

Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation.

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

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 but have strong capital growth prospects.

The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals.

Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation.

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

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 but have strong capital growth prospects.

The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals.

Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation.

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

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 but have strong capital growth prospects.

The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals.

Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation.

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

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 but have strong capital growth prospects.

The research team uses quantitative techniques and fundamental analysis to identify companies with attractive fundamentals.

Next, the team looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation.

The investment team also considers environmental, social and governance factors when assessing 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 team starts with identifying companies that are trading at a discount to their intrinsic value not yet recognized by investors.

The research team is using bottom-up fundamental research to highlight unique companies undergoing major changes such as corporate spin-offs, financial restructuring, savings and loan and insurance conversions from mutual to stock companies; and event driven, special situations.

Next, the team narrows the investable universe to a list of undervalued companies that exhibit above-average capital growth potential.

The process does not take into account current dividend or interest income when choosing stocks 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 team starts with identifying companies that are trading at a discount to their intrinsic value not yet recognized by investors.

The research team is using bottom-up fundamental research to highlight unique companies undergoing major changes such as corporate spin-offs, financial restructuring, savings and loan and insurance conversions from mutual to stock companies; and event driven, special situations.

Next, the team narrows the investable universe to a list of undervalued companies that exhibit above-average capital growth potential.

The process does not take into account current dividend or interest income when choosing stocks 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 companies in the benchmark index and the research team narrows the list to include companies with strong and/or improving financial strength trading at attractive valuations.

Next, the team through bottom-up fundamental research focuses on relative value of companies to their peers to construct a diversified portfolio of attractive securities maintaining sector and industry balance.

The fund has the flexibility to invest up to 20% of its assets in the securities of larger or smaller US or non-US 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 companies in the benchmark index and the research team narrows the list to include companies with strong and/or improving financial strength trading at attractive valuations.

Next, the team through bottom-up fundamental research focuses on relative value of companies to their peers to construct a diversified portfolio of attractive securities maintaining sector and industry balance.

The fund has the flexibility to invest up to 20% of its assets in the securities of larger or smaller US or non-US 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

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

The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market 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 in equity securities (consisting of common stocks, preferred stocks and convertible securities) of U.S. companies.

In selecting securities for the portfolio, the research team focuses on companies that are trading at a discount to their estimated intrinsic value.

The team favors companies with attractive valuation multiples on the basis of earnings and book value.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

Also, the fund can invest up to 20% of its net assets in non-U.S. equity securities, including those from emerging market countries.

The fund may also invest in equity securities of larger size U.S. 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 identifying companies that may be out of favor that the fund may deem for temporary reasons.

The team believes that companies may be undervalued due to market decline, poor economic conditions, tax-loss selling or actual or anticipated unfavorable developments.

The team utilizing fundamental research narrows the investable universe to higher-quality companies offering the strongest potential for an earnings recovery.

The research team favors companies with the presence of near-term catalysts while limiting downside risk.

The fund has the flexibility to invest in securities of companies with any capitalization across a broad range of industries. 

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 companies that may be out of favor that the fund may deem for temporary reasons.

The team believes that companies may be undervalued due to market decline, poor economic conditions, tax-loss selling or actual or anticipated unfavorable developments.

The team utilizing fundamental research narrows the investable universe to higher-quality companies offering the strongest potential for an earnings recovery.

The research team favors companies with the presence of near-term catalysts while limiting downside risk.

The fund has the flexibility to invest in securities of companies with any capitalization across a broad range of industries. 

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 companies that may be out of favor that the fund may deem for temporary reasons.

The team believes that companies may be undervalued due to market decline, poor economic conditions, tax-loss selling or actual or anticipated unfavorable developments.

The team utilizing fundamental research narrows the investable universe to higher-quality companies offering the strongest potential for an earnings recovery.

The research team favors companies with the presence of near-term catalysts while limiting downside risk.

The fund has the flexibility to invest in securities of companies with any capitalization across a broad range of industries. 

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 companies that may be out of favor that the fund may deem for temporary reasons.

The team believes that companies may be undervalued due to market decline, poor economic conditions, tax-loss selling or actual or anticipated unfavorable developments.

The team utilizing fundamental research narrows the investable universe to higher-quality companies offering the strongest potential for an earnings recovery.

The research team favors companies with the presence of near-term catalysts while limiting downside risk.

The fund has the flexibility to invest in securities of companies with any capitalization across a broad range of industries. 

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

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 research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fundamental and quantitative research to construct a diversified portfolio.

The process favors companies with the presence of near-term catalysts that may be rewarded over the long term. 

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

The process uses a passive investing style to replicate the composition of the benchmark index.

The sub-advisor has the flexibility to buy and sell securities in response to changes in the index, and may use Index futures contracts to gain exposure to the index in lieu of investing in cash, or to reduce its exposure to the index while it sells the securities in its portfolio.

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

The process uses a passive investing style to replicate the composition of the benchmark index.

The sub-advisor has the flexibility to buy and sell securities in response to changes in the index, and may use Index futures contracts to gain exposure to the index in lieu of investing in cash, or to reduce its exposure to the index while it sells the securities in its portfolio.

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

The process uses a passive investing style to replicate the composition of the benchmark index.

The sub-advisor has the flexibility to buy and sell securities in response to changes in the index, and may use Index futures contracts to gain exposure to the index in lieu of investing in cash, or to reduce its exposure to the index while it sells the securities in its portfolio.

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

The process uses a passive investing style to replicate the composition of the benchmark index.

The sub-advisor has the flexibility to buy and sell securities in response to changes in the index, and may use Index futures contracts to gain exposure to the index in lieu of investing in cash, or to reduce its exposure to the index while it sells the securities in its portfolio.

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

The process uses a passive investing style to replicate the composition of the benchmark index.

The sub-advisor has the flexibility to buy and sell securities in response to changes in the index, and may use Index futures contracts to gain exposure to the index in lieu of investing in cash, or to reduce its exposure to the index while it sells the securities in its portfolio.

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

The process uses a passive investing style to replicate the composition of the benchmark index.

The sub-advisor has the flexibility to buy and sell securities in response to changes in the index, and may use Index futures contracts to gain exposure to the index in lieu of investing in cash, or to reduce its exposure to the index while it sells the securities in its portfolio.

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 process uses a passive investing style to replicate the composition of the benchmark index.

The fund does not necessarily invest in all of the securities included in the benchmark or in the same weightings. 

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 process uses a passive investing style to replicate the composition of the benchmark index.

The fund does not necessarily invest in all of the securities included in the benchmark or in the same weightings. 

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 process uses a passive investing style to replicate the composition of the benchmark index.

The fund does not necessarily invest in all of the securities included in the benchmark or in the same weightings. 

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 process uses a passive investing style to replicate the composition of the benchmark index.

The fund does not necessarily invest in all of the securities included in the benchmark or in the same weightings. 

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 process uses a passive investing style to replicate the composition of the benchmark index.

The fund does not necessarily invest in all of the securities included in the benchmark or in the same weightings. 

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 process uses a passive investing style to replicate the composition of the benchmark index.

The fund uses proprietary quantitative techniques designed to minimize trading costs. 

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

The investment process using fundamental analysis evaluates a company’s financial performance, competitive strength and prospects, industry position, and business model and management strength. The process also considers industry outlook, market trends and general economic conditions.

Next, the team with the help of quantitative models ranks securities within each sector to identify potential investment opportunities based on relative outperformance expectations.

The portfolio managers consider stock rankings, benchmark index weights and capitalization outlooks in determining security weights for individual companies.

The fund has the flexibility to invest in securities issued by companies or governments in any country. 

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

The investment process using fundamental analysis evaluates a company’s financial performance, competitive strength and prospects, industry position, and business model and management strength. The process also considers industry outlook, market trends and general economic conditions.

Next, the team with the help of quantitative models ranks securities within each sector to identify potential investment opportunities based on relative outperformance expectations.

The portfolio managers consider stock rankings, benchmark index weights and capitalization outlooks in determining security weights for individual companies.

The fund has the flexibility to invest in securities issued by companies or governments in any country. 

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

The investment process using fundamental analysis evaluates a company’s financial performance, competitive strength and prospects, industry position, and business model and management strength. The process also considers industry outlook, market trends and general economic conditions.

Next, the team with the help of quantitative models ranks securities within each sector to identify potential investment opportunities based on relative outperformance expectations.

The portfolio managers consider stock rankings, benchmark index weights and capitalization outlooks in determining security weights for individual companies.

The fund has the flexibility to invest in securities issued by companies or governments in any country. 

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

The investment process using fundamental analysis evaluates a company’s financial performance, competitive strength and prospects, industry position, and business model and management strength. The process also considers industry outlook, market trends and general economic conditions.

Next, the team with the help of quantitative models ranks securities within each sector to identify potential investment opportunities based on relative outperformance expectations.

The portfolio managers consider stock rankings, benchmark index weights and capitalization outlooks in determining security weights for individual companies.

The fund has the flexibility to invest in securities issued by companies or governments in any country. 

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

The investment process using fundamental analysis evaluates a company’s financial performance, competitive strength and prospects, industry position, and business model and management strength. The process also considers industry outlook, market trends and general economic conditions.

Next, the team with the help of quantitative models ranks securities within each sector to identify potential investment opportunities based on relative outperformance expectations.

The portfolio managers consider stock rankings, benchmark index weights and capitalization outlooks in determining security weights for individual companies.

The fund has the flexibility to invest in securities issued by companies or governments in any country. 

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 that are attractively valued and are likely to exceed market expectations.

The research team using fundamental analysis searches potential catalysts for a stock’s positive relative performance.

Next, the team narrows the investable universe to a list of companies that demonstrate above-average returns.

The sub-adviser's assessment of investment opportunities and/or market conditions determines sector allocations. 

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 that are attractively valued and are likely to exceed market expectations.

The research team using fundamental analysis searches potential catalysts for a stock’s positive relative performance.

Next, the team narrows the investable universe to a list of companies that demonstrate above-average returns.

The sub-adviser's assessment of investment opportunities and/or market conditions determines sector allocations. 

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 that are attractively valued and are likely to exceed market expectations.

The research team using fundamental analysis searches potential catalysts for a stock’s positive relative performance.

Next, the team narrows the investable universe to a list of companies that demonstrate above-average returns.

The sub-adviser's assessment of investment opportunities and/or market conditions determines sector allocations. 

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 that are attractively valued and are likely to exceed market expectations.

The research team using fundamental analysis searches potential catalysts for a stock’s positive relative performance.

Next, the team narrows the investable universe to a list of companies that demonstrate above-average returns.

The sub-adviser's assessment of investment opportunities and/or market conditions determines sector allocations. 

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

The fundamental research driven process highlights companies whose price does not accurately reflect the long term earnings potential.

The team narrows the list of companies based on return potential, conviction, and an evaluation of stock-specific and portfolio risk.

The process also involves analysis leading to an insight into corporate strategy, competitive dynamics, near-term risks, and a long-term earnings outlook of a company.  

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

The investment process is designed to highlight undervalued companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

The investment team also integrates environmental, social, and governance factors into its investment process.

Then the research team prefers companies that are financially sound and have good prospects for the future.

The research team emphasizes companies with wide moats or strong competitive advantages that protect market share and profitability.

The team also reviews the company’s income statement, cash flow statement and balance sheet, and analyzes the company’s sustainable strategic advantage and management team. The team also considers companies with quality management teams that will act in the best interest of shareholders.

Then the manager constructs a portfolio of 40 holdings from a list of companies that have the potential for capital appreciation in the long term.

The fund is fossil-fuel free, as it does not invest in companies that derive significant revenues from the extraction, exploration, production or refining of fossil fuels.  However, the fund may invest in companies that use fossil fuel-based energy to power their operations or for other purposes.

The fund may invest up to 20% of its net assets in smaller- and larger-capitalization companies, and may invest up to 20% of its net assets in foreign securities.

The fund strives to outperform the benchmark index over the long run on a risk-adjusted basis with a high active share.

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

The investment process is designed to highlight undervalued companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

The investment team also integrates environmental, social, and governance factors into its investment process.

Then the research team prefers companies that are financially sound and have good prospects for the future.

The research team emphasizes companies with wide moats or strong competitive advantages that protect market share and profitability.

The team also reviews the company’s income statement, cash flow statement and balance sheet, and analyzes the company’s sustainable strategic advantage and management team. The team also considers companies with quality management teams that will act in the best interest of shareholders.

Then the manager constructs a portfolio of 40 holdings from a list of companies that have the potential for capital appreciation in the long term.

The fund is fossil-fuel free, as it does not invest in companies that derive significant revenues from the extraction, exploration, production or refining of fossil fuels.  However, the fund may invest in companies that use fossil fuel-based energy to power their operations or for other purposes.

The fund may invest up to 20% of its net assets in smaller- and larger-capitalization companies, and may invest up to 20% of its net assets in foreign securities.

The fund strives to outperform the benchmark index over the long run on a risk-adjusted basis with a high active share.

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

The investment process is designed to highlight undervalued companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

The investment team also integrates environmental, social, and governance factors into its investment process.

Then the research team prefers companies that are financially sound and have good prospects for the future.

The research team emphasizes companies with wide moats or strong competitive advantages that protect market share and profitability.

The team also reviews the company’s income statement, cash flow statement and balance sheet, and analyzes the company’s sustainable strategic advantage and management team. The team also considers companies with quality management teams that will act in the best interest of shareholders.

Then the manager constructs a portfolio of 40 holdings from a list of companies that have the potential for capital appreciation in the long term.

The fund is fossil-fuel free, as it does not invest in companies that derive significant revenues from the extraction, exploration, production or refining of fossil fuels.  However, the fund may invest in companies that use fossil fuel-based energy to power their operations or for other purposes.

The fund may invest up to 20% of its net assets in smaller- and larger-capitalization companies, and may invest up to 20% of its net assets in foreign securities.

The fund strives to outperform the benchmark index over the long run on a risk-adjusted basis with a high active share.

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

The investment process is designed to highlight undervalued companies in the benchmark index that are trading at a discount to their estimated intrinsic value.

The investment team also integrates environmental, social, and governance factors into its investment process.

Then the research team prefers companies that are financially sound and have good prospects for the future.

The research team emphasizes companies with wide moats or strong competitive advantages that protect market share and profitability.

The team also reviews the company’s income statement, cash flow statement and balance sheet, and analyzes the company’s sustainable strategic advantage and management team. The team also considers companies with quality management teams that will act in the best interest of shareholders.

Then the manager constructs a portfolio of 40 holdings from a list of companies that have the potential for capital appreciation in the long term.

The fund is fossil-fuel free, as it does not invest in companies that derive significant revenues from the extraction, exploration, production or refining of fossil fuels.  However, the fund may invest in companies that use fossil fuel-based energy to power their operations or for other purposes.

The fund may invest up to 20% of its net assets in smaller- and larger-capitalization companies, and may invest up to 20% of its net assets in foreign securities.

The fund strives to outperform the benchmark index over the long run on a risk-adjusted basis with a high active share.

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

The sub-advisor’s 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 team employs an adaptive model that evaluates stocks differently based on their growth expectations.

The portfolio is constructed using a bottom-up stock selection process with the most attractive stocks identified by the model.   

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 profile and trading at reasonable valuations.

The investment strategy is designed to invest in high-quality companies with a proven track record of earnings growth but stocks are lagging their long term growth outlooks.

The fund favors high quality companies and prefers to invest in high conviction stocks. 

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 profile and trading at reasonable valuations.

The investment strategy is designed to invest in high-quality companies with a proven track record of earnings growth but stocks are lagging their long term growth outlooks.

The fund favors high quality companies and prefers to invest in high conviction stocks. 

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 identify investable opportunities.

The fund also invests in foreign 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund also invests in foreign 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund also invests in foreign 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund also invests in foreign 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund also invests in foreign 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund also invests in foreign 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund also invests in foreign 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund also invests in foreign 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund also invests in foreign 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund will not concentrate meaning it will not invest more than 25% of its assets in a particular industry. 

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 identify investable opportunities.

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund will not concentrate meaning it will not invest more than 25% of its assets in a particular industry. 

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 identify investable opportunities.

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund will not concentrate meaning it will not invest more than 25% of its assets in a particular industry. 

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 identify investable opportunities.

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund will not concentrate meaning it will not invest more than 25% of its assets in a particular industry. 

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 identify investable opportunities.

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund will not concentrate meaning it will not invest more than 25% of its assets in a particular industry. 

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 identify investable opportunities.

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund will not concentrate meaning it will not invest more than 25% of its assets in a particular industry. 

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 identify investable opportunities.

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund will not concentrate meaning it will not invest more than 25% of its assets in a particular industry. 

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 identify investable opportunities.

Next, the research team using fundamental analysis highlights companies demonstrating consistent return characteristics.

The fund concentrates its investments in a particular industry or group of industries reflecting weights in the benchmark index. 

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 identify investable opportunities.

Next, the research team using fundamental analysis highlights companies demonstrating consistent return characteristics.

The fund concentrates its investments in a particular industry or group of industries reflecting weights in the benchmark index. 

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 with market capitalization between $150 million and $15 billion.

The research team using fundamental analysis identifies companies with continuous and sustainable free cash flow yield generation and strong organic growth.

Next, the team looks to buy companies that generate total returns in the long-term.

The fund has the flexibility to invest both in the U.S. and in other developed markets.

The fund seeks capital appreciation on an after-tax basis 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 uses quantitative techniques and fundamental analysis to identify investable opportunities.

Next, the research team is using fundamental analysis to highlight companies that exhibit capital appreciation characteristics.

The portfolio is so constructed as to qualify for long-term capital gains tax treatment.

The multi-manager fund also pursues multi-style investment including growth, value, market-oriented and defensive and dynamic investing styles. 

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 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 sub advisor then identifies companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The team combines a disciplined valuation methodology with fundamental research to highlight companies that are inefficient relative to the mid cap universe. 

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 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 sub advisor then identifies companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The team combines a disciplined valuation methodology with fundamental research to highlight companies that are inefficient relative to the mid cap universe. 

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 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 sub advisor then identifies companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The team combines a disciplined valuation methodology with fundamental research to highlight companies that are inefficient relative to the mid cap universe. 

The fund seeks to replicate total return performance of the benchmark index 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 team using sampling techniques evaluates a company’s performance attributes, tax implications, market capitalization, dividend yield, price/earnings ratio, industry and risk factors.

The fund has the flexibility to hold 25% or more of its total assets in a particular industry, group of industries or sector.

The fund may invest up to 10% of its net assets in securities not included in the index. 

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

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

The fund has the flexibility to invest in exchange-traded funds and real estate investment trusts that are not included in the benchmark Index. 

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 a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The research team also reviews valuation multiples on the basis of earnings and book value.

The team also assesses a company’s ability to deliver consistent growth and probability of positive earnings revisions. 

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 a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The research team also reviews valuation multiples on the basis of earnings and book value.

The team also assesses a company’s ability to deliver consistent growth and probability of positive earnings revisions. 

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 a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The research team also reviews valuation multiples on the basis of earnings and book value.

The team also assesses a company’s ability to deliver consistent growth and probability of positive earnings revisions. 

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

The fund employs a multi-manager strategy relying upon one or more sub-advisers. The sub-advisers’ investment process starts with a list of companies in the benchmark index.

The research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The growth-oriented sub-advisers select stocks that exhibit attractive growth and appreciation potential. They also evaluate characteristics such as revenue and earnings growth, expectations from sell-side analysts and relative valuation.

The value-oriented sub-advisers highlight attractively valued securities on the basis of fundamental characteristics such as earnings, capital structure and/or return on invested capital.

The fund seeks higher returns on an after-tax basis in the long term by investing in small- and mid-size companies in the United States.

The fund employs a multi-manager strategy relying upon one or more sub-advisers. The sub-advisers’ investment process starts with a list of companies in the benchmark index.

The adviser uses quantitative techniques and fundamental analysis to identify investable opportunities.

The adviser selects companies based on specific measurable factors, and through research and analysis of financial statements, relevant industry and economic data.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser. 

The fund seeks higher returns on an after-tax basis in the long term by investing in small- and mid-size companies in the United States.

The fund employs a multi-manager strategy relying upon one or more sub-advisers. The sub-advisers’ investment process starts with a list of companies in the benchmark index.

The adviser uses quantitative techniques and fundamental analysis to identify investable opportunities.

The adviser selects companies based on specific measurable factors, and through research and analysis of financial statements, relevant industry and economic data.

Next, the overlay manager constructs a portfolio that represents the aggregation of the model portfolios of the sub-advisers and adviser. 

The fund seeks to replicate the performance of the benchmark index 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 uses a passive investing style to replicate the composition of the benchmark index.

The fund seeks to maintain a return correlation of at least 0.95 to the benchmark index.    

The fund seeks to replicate the performance of the benchmark index 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 uses a passive investing style to replicate the composition of the benchmark index.

The fund seeks to maintain a return correlation of at least 0.95 to the benchmark index.    

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

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

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund has the flexibility to invest in equity securities that are not included in the Index. 

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

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

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund has the flexibility to invest in equity securities that are not included in the Index. 

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

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

The process uses a passive investing style to replicate the composition of the benchmark index.

The fund has the flexibility to invest in equity securities that are not included in the Index. 

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 that may be out of favor for perceived temporary reasons.

The research team is using fundamental analysis to assess companies based on valuation and growth characteristics.

The team utilizes qualitative techniques to identify companies that demonstrate above-average revenue and profit growth outlook.

The fund uses a multi-style approach, meaning that it invests across both value- and growth-oriented 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 that may be out of favor for perceived temporary reasons.

The research team is using fundamental analysis to assess companies based on valuation and growth characteristics.

The team utilizes qualitative techniques to identify companies that demonstrate above-average revenue and profit growth outlook.

The fund uses a multi-style approach, meaning that it invests across both value- and growth-oriented 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 that may be out of favor for perceived temporary reasons.

The research team is using fundamental analysis to assess companies based on valuation and growth characteristics.

The team utilizes qualitative techniques to identify companies that demonstrate above-average revenue and profit growth outlook.

The fund uses a multi-style approach, meaning that it invests across both value- and growth-oriented 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 is designed to enhance the fund’s performance over its benchmark index and utilizes an optimization process to target value- and growth-oriented companies.

The research team is using quantitative analysis to assess a company’s valuation, growth, and dividend yield.

The fund avoids owning securities that choose to profit from businesses that may be at odds with their personal convictions.

The fund has the flexibility to invest up to 5% of its total assets in securities of non-US issuers not included in the benchmark index. 

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 enhance the fund’s performance over its benchmark index and utilizes an optimization process to target value- and growth-oriented companies.

The research team is using quantitative analysis to assess a company’s valuation, growth, and dividend yield.

The fund avoids owning securities that choose to profit from businesses that may be at odds with their personal convictions.

The fund has the flexibility to invest up to 5% of its total assets in securities of non-US issuers not included in the benchmark index. 

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 enhance the fund’s performance over its benchmark index and utilizes an optimization process to target value- and growth-oriented companies.

The research team is using quantitative analysis to assess a company’s valuation, growth, and dividend yield.

The fund avoids owning securities that choose to profit from businesses that may be at odds with their personal convictions.

The fund has the flexibility to invest up to 5% of its total assets in securities of non-US issuers not included in the benchmark index. 

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 enhance the fund’s performance over its benchmark index and utilizes an optimization process to target value- and growth-oriented companies.

The research team is using quantitative analysis to assess a company’s valuation, growth, and dividend yield.

The fund avoids owning securities that choose to profit from businesses that may be at odds with their personal convictions.

The fund has the flexibility to invest up to 5% of its total assets in securities of non-US issuers not included in the benchmark index. 

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 uses quantitative techniques and fundamental analysis to identify investment opportunities.

The team uses quantitative models to evaluate a stock’s returns on equity, capital expenditure, and projected growth rates characteristics. Moreover, the research team using fundamental analysis evaluates a company’s valuation multiples on the basis of earnings, cash flow, and book value.

Next, the team ranks the stocks on the basis of relative valuation, profitability, stability, earnings quality, management capital allocation actions, and appreciation potential.

The fund may select stocks with either growth or value characteristics, but the portfolio is generally constructed by buying higher-ranked stocks. 

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 uses quantitative techniques and fundamental analysis to identify investment opportunities.

The team uses quantitative models to evaluate a stock’s returns on equity, capital expenditure, and projected growth rates characteristics. Moreover, the research team using fundamental analysis evaluates a company’s valuation multiples on the basis of earnings, cash flow, and book value.

Next, the team ranks the stocks on the basis of relative valuation, profitability, stability, earnings quality, management capital allocation actions, and appreciation potential.

The fund may select stocks with either growth or value characteristics, but the portfolio is generally constructed by buying higher-ranked stocks. 

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 uses quantitative techniques and fundamental analysis to identify investment opportunities.

The team uses quantitative models to evaluate a stock’s returns on equity, capital expenditure, and projected growth rates characteristics. Moreover, the research team using fundamental analysis evaluates a company’s valuation multiples on the basis of earnings, cash flow, and book value.

Next, the team ranks the stocks on the basis of relative valuation, profitability, stability, earnings quality, management capital allocation actions, and appreciation potential.

The fund may select stocks with either growth or value characteristics, but the portfolio is generally constructed by buying higher-ranked stocks. 

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 buy outstanding businesses at what the fund considers are fair prices. The qualitative research process highlights companies with superior performance and customer loyalty.

Next, the investment team buys these companies when these companies trade at attractive prices depending on market conditions. 

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 highlight companies that exhibit above-average potential for earnings and dividend growth.

The research team tries to identify companies that have strong market positions, high barriers to entry and returns on equity and assets, good growth prospects, strong management, and relatively low debt.

The diversified portfolio includes companies from a blend of industries and style classes to provide competitive returns under different market environments. 

The fund seeks to divide its investment between growth and value stocks in mid cap segment of the market. The investment process starts with a list of high quality companies, with more than $8 billion in market capitalization, and divides the list in two groups. First includes a list of companies that are growing at a faster rate than the market and the second group includes a list of stable companies but with stock prices that are lagging the market valuation for temporary reasons. Then, analysts evaluate management performance and quality of executive team. Moreover, the fund prefers to invest in companies that have strong balance sheet and minimal debt.

The fund seeks to divide its investment between growth and value stocks in mid cap segment of the market. The investment process starts with a list of high quality companies, with more than $8 billion in market capitalization, and divides the list in two groups. First includes a list of companies that are growing at a faster rate than the market and the second group includes a list of stable companies but with stock prices that are lagging the market valuation for temporary reasons. Then, analysts evaluate management performance and quality of executive team. Moreover, the fund prefers to invest in companies that have strong balance sheet and minimal debt.

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

The rules-based systematic process is designed is to build a portfolio of stocks that are likely to discover companies that are trading at a discount to their peers or the market and generate favorable long term returns and provide an incremental return to the fund’s benchmark Russell 2500 Index.

The process uses proprietary quantitative models based on econometric and statistical techniques to evaluate and score a broad range of securities in the Russell 2500 Index in which the fund invests. These models take into account various factors including valuations, future growth prospects and the momentum in price and trading volume. The score or the ranking on individual stock is used to form the portfolio.

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

The rules-based systematic process is designed is to build a portfolio of stocks that are likely to discover companies that are trading at a discount to their peers or the market and generate favorable long term returns and provide an incremental return to the fund’s benchmark Russell 2500 Index.

The process uses proprietary quantitative models based on econometric and statistical techniques to evaluate and score a broad range of securities in the Russell 2500 Index in which the fund invests. These models take into account various factors including valuations, future growth prospects and the momentum in price and trading volume. The score or the ranking on individual stock is used to form the portfolio.

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

The rules-based systematic process is designed is to build a portfolio of stocks that are likely to discover companies that are trading at a discount to their peers or the market and generate favorable long term returns and provide an incremental return to the fund’s benchmark Russell 2500 Index.

The process uses proprietary quantitative models based on econometric and statistical techniques to evaluate and score a broad range of securities in the Russell 2500 Index in which the fund invests. These models take into account various factors including valuations, future growth prospects and the momentum in price and trading volume. The score or the ranking on individual stock is used to form the portfolio.

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

The rules-based systematic process is designed is to build a portfolio of stocks that are likely to discover companies that are trading at a discount to their peers or the market and generate favorable long term returns and provide an incremental return to the fund’s benchmark Russell 2500 Index.

The process uses proprietary quantitative models based on econometric and statistical techniques to evaluate and score a broad range of securities in the Russell 2500 Index in which the fund invests. These models take into account various factors including valuations, future growth prospects and the momentum in price and trading volume. The score or the ranking on individual stock is used to form the portfolio.

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

The rules-based systematic process is designed is to build a portfolio of stocks that are likely to discover companies that are trading at a discount to their peers or the market and generate favorable long term returns and provide an incremental return to the fund’s benchmark Russell 2500 Index.

The process uses proprietary quantitative models based on econometric and statistical techniques to evaluate and score a broad range of securities in the Russell 2500 Index in which the fund invests. These models take into account various factors including valuations, future growth prospects and the momentum in price and trading volume. The score or the ranking on individual stock is used to form the portfolio.

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

The rules-based systematic process is designed is to build a portfolio of stocks that are likely to discover companies that are trading at a discount to their peers or the market and generate favorable long term returns and provide an incremental return to the fund’s benchmark Russell 2500 Index.

The process uses proprietary quantitative models based on econometric and statistical techniques to evaluate and score a broad range of securities in the Russell 2500 Index in which the fund invests. These models take into account various factors including valuations, future growth prospects and the momentum in price and trading volume. The score or the ranking on individual stock is used to form the portfolio.

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 begins with identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a proprietary quantitative model for evaluating stocks on the basis of return on capital, earnings to value ratio, free cash flow and return on equity characteristics.

The team then narrows the investable universe to financially stable companies that are consistently generating high returns on unleveraged operating capital.

The team using qualitative analysis looks at a company's corporate governance structure to ascertain whether or not management's interests are aligned with shareholder interests.

The fund will typically hold securities of approximately 30 to 40 companies and may invest a high percentage of its assets in specific sectors of the market.    

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 begins with identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a proprietary quantitative model for evaluating stocks on the basis of return on capital, earnings to value ratio, free cash flow and return on equity characteristics.

The team then narrows the investable universe to financially stable companies that are consistently generating high returns on unleveraged operating capital.

The team using qualitative analysis looks at a company's corporate governance structure to ascertain whether or not management's interests are aligned with shareholder interests.

The fund will typically hold securities of approximately 30 to 40 companies and may invest a high percentage of its assets in specific sectors of the market.    

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 begins with identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a proprietary quantitative model for evaluating stocks on the basis of return on capital, earnings to value ratio, free cash flow and return on equity characteristics.

The team then narrows the investable universe to financially stable companies that are consistently generating high returns on unleveraged operating capital.

The team using qualitative analysis looks at a company's corporate governance structure to ascertain whether or not management's interests are aligned with shareholder interests.

The fund will typically hold securities of approximately 30 to 40 companies and may invest a high percentage of its assets in specific sectors of the market.    

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 begins with identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a proprietary quantitative model for evaluating stocks on the basis of return on capital, earnings to value ratio, free cash flow and return on equity characteristics.

The team then narrows the investable universe to financially stable companies that are consistently generating high returns on unleveraged operating capital.

The team using qualitative analysis looks at a company's corporate governance structure to ascertain whether or not management's interests are aligned with shareholder interests.

The fund will typically hold securities of approximately 30 to 40 companies and may invest a high percentage of its assets in specific sectors of the market.    

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 begins with identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a proprietary quantitative model for evaluating stocks on the basis of return on capital, earnings to value ratio, free cash flow and return on equity characteristics.

The team then narrows the investable universe to financially stable companies that are consistently generating high returns on unleveraged operating capital.

The team using qualitative analysis looks at a company's corporate governance structure to ascertain whether or not management's interests are aligned with shareholder interests.

The fund will typically hold securities of approximately 30 to 40 companies and may invest a high percentage of its assets in specific sectors of the market.    

The fund seeks to replicate total return performance of the benchmark index 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 identify investment opportunities.

The fund may invest up to 5% of its total assets in foreign securities and the fund attempts to remain fully invested in stocks

The fund seeks to replicate total return performance of the benchmark index 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 identify investment opportunities.

The fund may invest up to 5% of its total assets in foreign securities and the fund attempts to remain fully invested in stocks

The fund seeks to replicate total return performance of the benchmark index 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 identify investment opportunities.

The fund may invest up to 5% of its total assets in foreign securities and the fund attempts to remain fully invested in stocks

The fund seeks to replicate total return performance of the benchmark index 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 identify investment opportunities.

The fund may invest up to 5% of its total assets in foreign securities and the fund attempts to remain fully invested in stocks

The fund seeks to replicate total return performance of the benchmark index 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 identify investment opportunities.

The fund employs an indexing investment approach and holds each stock in approximately the same proportion as its weighting in the index.

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 that demonstrate above-average growth potential.

The research team is using quantitative techniques to identify stocks that exhibit strong growth prospects and reasonable valuations.

The team uses a model-driven stock selection process to build a portfolio of stocks that are expected to offer better returns to the benchmark index. 

The fund seeks capital appreciation by investing in U.S. companies across all market capitalizations.

The sub-adviser’s investment process starts with a list of companies in the benchmark. The process then screens for companies with improving return on capital, earnings growth and margins.  

The process focuses on identifying drivers that can improve return of invested capital over time.

The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm. The team also reviews primary economic and value drivers for each company and reviews management track record of capital allocation, dividend, acquisition and cost saving initiatives.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations. Developing a detailed understanding of company valuation range and long term value creation is an important part of the process.

The diversified portfolio controls risk through position sizes, strict sell discipline and continual monitoring.

The fund seeks capital appreciation by investing in U.S. companies across all market capitalizations.

The sub-adviser’s investment process starts with a list of companies in the benchmark. The process then screens for companies with improving return on capital, earnings growth and margins.  

The process focuses on identifying drivers that can improve return of invested capital over time.

The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm. The team also reviews primary economic and value drivers for each company and reviews management track record of capital allocation, dividend, acquisition and cost saving initiatives.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations. Developing a detailed understanding of company valuation range and long term value creation is an important part of the process.

The diversified portfolio controls risk through position sizes, strict sell discipline and continual monitoring.

The fund seeks capital appreciation by investing in U.S. companies across all market capitalizations.

The sub-adviser’s investment process starts with a list of companies in the benchmark. The process then screens for companies with improving return on capital, earnings growth and margins.  

The process focuses on identifying drivers that can improve return of invested capital over time.

The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm. The team also reviews primary economic and value drivers for each company and reviews management track record of capital allocation, dividend, acquisition and cost saving initiatives.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations. Developing a detailed understanding of company valuation range and long term value creation is an important part of the process.

The diversified portfolio controls risk through position sizes, strict sell discipline and continual monitoring.

The fund seeks capital appreciation by investing in U.S. companies across all market capitalizations.

The sub-adviser’s investment process starts with a list of companies in the benchmark. The process then screens for companies with improving return on capital, earnings growth and margins.  

The process focuses on identifying drivers that can improve return of invested capital over time.

The select list of companies are analyzed for improving fundamentals, rising cash flows, and growing investor enthusiasm. The team also reviews primary economic and value drivers for each company and reviews management track record of capital allocation, dividend, acquisition and cost saving initiatives.

The fund favors companies that are trading at prices that are statistically cheap and below their intrinsic valuations. Developing a detailed understanding of company valuation range and long term value creation is an important part of the process.

The diversified portfolio controls risk through position sizes, strict sell discipline and continual monitoring.

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

The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in mid-size companies.

The investment process looks for companies in the market cap range between $9 billion and $20 billion. Then the list is narrowed based on financial metrics including return on investment and free cash flow rate. The research team favors companies that have a low need of external financing.

The fund builds a portfolio of 25 to 35 stocks and about 45% of total assets are in top 10 holdings.

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

The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in mid-size companies.

The investment process looks for companies in the market cap range between $9 billion and $20 billion. Then the list is narrowed based on financial metrics including return on investment and free cash flow rate. The research team favors companies that have a low need of external financing.

The fund builds a portfolio of 25 to 35 stocks and about 45% of total assets are in top 10 holdings.

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

The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in mid-size companies.

The investment process looks for companies in the market cap range between $9 billion and $20 billion. Then the list is narrowed based on financial metrics including return on investment and free cash flow rate. The research team favors companies that have a low need of external financing.

The fund builds a portfolio of 25 to 35 stocks and about 45% of total assets are in top 10 holdings.

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

The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in mid-size companies.

The investment process looks for companies in the market cap range between $9 billion and $20 billion. Then the list is narrowed based on financial metrics including return on investment and free cash flow rate. The research team favors companies that have a low need of external financing.

The fund builds a portfolio of 25 to 35 stocks and about 45% of total assets are in top 10 holdings.

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

The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in small-size companies.

The investment process starts with a list of companies in the market cap range between $2 billion and $18 billion. Then the list narrowed based on financial metrics including return on capital, earning and revenue growth and free cash flow rate. The analyst team dives further using qualitative criteria and identify companies with market leadership and estimate long term growth profile.

The fund invests in about 30 stocks and top 10 holdings account for 45% of total assets.

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

The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in small-size companies.

The investment process starts with a list of companies in the market cap range between $2 billion and $18 billion. Then the list narrowed based on financial metrics including return on capital, earning and revenue growth and free cash flow rate. The analyst team dives further using qualitative criteria and identify companies with market leadership and estimate long term growth profile.

The fund invests in about 30 stocks and top 10 holdings account for 45% of total assets.

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

The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in small-size companies.

The investment process starts with a list of companies in the market cap range between $2 billion and $18 billion. Then the list narrowed based on financial metrics including return on capital, earning and revenue growth and free cash flow rate. The analyst team dives further using qualitative criteria and identify companies with market leadership and estimate long term growth profile.

The fund invests in about 30 stocks and top 10 holdings account for 45% of total assets.

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

The fund is sub-advised by Kayne Anderson Rudnick Investment Management, LLC with a focus on investing in small-size companies.

The investment process starts with a list of companies in the market cap range between $2 billion and $18 billion. Then the list narrowed based on financial metrics including return on capital, earning and revenue growth and free cash flow rate. The analyst team dives further using qualitative criteria and identify companies with market leadership and estimate long term growth profile.

The fund invests in about 30 stocks and top 10 holdings account for 45% of total assets.

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 highlight companies that demonstrate superior business and financial characteristics.

The research team is using quantitative techniques to identify companies on the basis of business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

Next, the team looks for companies that offer durable business models, financial stability, prudent capital management, and financial statements that indicate past economic success.

The investment team also considers environmental, social and governance factors when assessing 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 with superior financial strength.

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 favors companies trading at reasonable valuations and exhibiting durable business models, market leaders with distinct products or services.

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

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 begins with identifying companies that are out of favor for temporary reasons or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a private market valuation model to analyze a company’s cash flows, assets, competitive position, management and financial strength, and growth potential.

The team also meets company management and focuses on the long-term strategic direction of the company.

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

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

The sub advisor’s investment process begins with identifying companies that are out of favor for temporary reasons or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a private market valuation model to analyze a company’s cash flows, assets, competitive position, management and financial strength, and growth potential.

The team also meets company management and focuses on the long-term strategic direction of the company.

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

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

The sub advisor’s investment process begins with identifying companies that are out of favor for temporary reasons or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a private market valuation model to analyze a company’s cash flows, assets, competitive position, management and financial strength, and growth potential.

The team also meets company management and focuses on the long-term strategic direction of the company.

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

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

The sub advisor’s investment process begins with identifying companies that are out of favor for temporary reasons or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a private market valuation model to analyze a company’s cash flows, assets, competitive position, management and financial strength, and growth potential.

The team also meets company management and focuses on the long-term strategic direction of the company.

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

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

The sub advisor’s investment process begins with identifying companies that are out of favor for temporary reasons or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a private market valuation model to analyze a company’s cash flows, assets, competitive position, management and financial strength, and growth potential.

The team also meets company management and focuses on the long-term strategic direction of the company.

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

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

The investment process is designed to identify high-quality companies that appear to be undervalued but exhibiting attractive price appreciation potential.

The research team is using quantitative techniques to look for businesses with strong balance sheets and free cash flow and the potential for attractive future returns.

The team also evaluates a company’s return on equity, and estimated earnings metrics.

The portfolio of 45 to 75 holdings is constructed using a fundamental bottom-up security selection process.