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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Next, the research team focuses on companies experiencing positive dynamic change.

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

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

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

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

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

Generally, the portfolio holds approximately 50 holdings.

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

Also, the fund can invest in foreign securities.

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

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

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

Next, the research team focuses on companies experiencing positive dynamic change.

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

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

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

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

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

Generally, the portfolio holds approximately 50 holdings.

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

Also, the fund can invest in foreign securities.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Next, the research team invests in companies exhibiting the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with attractive returns on invested capital that are demonstrating business improvement.

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

Also, the fund may invest in securities of foreign companies.

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

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

Next, the research team invests in companies exhibiting the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with attractive returns on invested capital that are demonstrating business improvement.

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

Also, the fund may invest in securities of foreign companies.

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

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

Next, the research team invests in companies exhibiting the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with attractive returns on invested capital that are demonstrating business improvement.

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

Also, the fund may invest in securities of foreign companies.

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

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

Next, the research team invests in companies exhibiting the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with attractive returns on invested capital that are demonstrating business improvement.

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

Also, the fund may invest in securities of foreign companies.

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

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

Next, the research team invests in companies exhibiting the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with attractive returns on invested capital that are demonstrating business improvement.

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

Also, the fund may invest in securities of foreign companies.

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

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

Next, the research team invests in companies exhibiting the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with attractive returns on invested capital that are demonstrating business improvement.

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

Also, the fund may invest in securities of foreign companies.

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

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

Next, the research team invests in companies exhibiting the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with attractive returns on invested capital that are demonstrating business improvement.

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

Also, the fund may invest in securities of foreign companies.

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

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

Next, the research team invests in companies exhibiting the potential to increase in value over time.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies with attractive returns on invested capital that are demonstrating business improvement.

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

Also, the fund may invest in securities of foreign companies.

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

The investment process starts with a list of companies with market capitalizations between $1 billion and $30 billion. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

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

The fund practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.

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

The investment process starts with a list of companies with market capitalizations between $1 billion and $30 billion. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

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

The fund practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.

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

The investment process starts with a list of companies with market capitalizations between $1 billion and $30 billion. The research team is focused on identifying companies that meet size, growth, quality of revenue and earnings growth.

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

The fund practices strict buy and sell disciplines and adheres to strict risk controls on avoiding losing money.

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

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

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

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

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

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

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

The fund may invest up to 15% of its net assets in foreign securities.

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

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

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

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

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

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

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

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

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

The fund may invest up to 15% of its net assets in foreign securities.

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

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

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

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

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

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

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

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

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

The fund may invest up to 15% of its net assets in foreign securities.

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

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

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

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

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

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

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

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

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

The fund may invest up to 15% of its net assets in foreign securities.

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

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

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

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

Next, the research team seeks to invest in companies demonstrating growth potential.

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

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

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

Also, the research team integrates environmental, social and governance factors as part of its process.

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

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

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

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

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

Next, the research team seeks to invest in companies demonstrating growth potential.

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

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

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

Also, the research team integrates environmental, social and governance factors as part of its process.

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

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

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

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

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

Next, the research team seeks to invest in companies demonstrating growth potential.

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

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

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

Also, the research team integrates environmental, social and governance factors as part of its process.

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

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

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

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

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

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

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that have the potential for superior growth, increasing profitability, sustainable revenue and earnings streams, attractive valuations and sound capital structures.

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

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

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

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

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

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

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

Next, the research team invests in the equity securities of U.S. and foreign companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are traded on major U.S. exchanges.

The team favors companies demonstrating growth prospects.

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

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

The fund may invest up to 15% of its net assets in equity securities of foreign companies.
 

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

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

Next, the research team invests in the equity securities of U.S. and foreign companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are traded on major U.S. exchanges.

The team favors companies demonstrating growth prospects.

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

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

The fund may invest up to 15% of its net assets in equity securities of foreign companies.
 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Next, the research team invests in equity securities that have above-average earnings growth potential.

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

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

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

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

Next, the research team invests in equity securities that have above-average earnings growth potential.

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

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

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

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

Next, the research team invests in equity securities that have above-average earnings growth potential.

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

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

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

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

Next, the research team invests in equity securities that have above-average earnings growth potential.

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

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

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

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

Next, the research team invests in equity securities that have above-average earnings growth potential.

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

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

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

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

Next, the research team invests in equity securities that have above-average earnings growth potential.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Next, the research team invests in equity securities.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Next, the research team invests in equity securities.

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

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

The portfolio holds between 50 and 70 positions.

The fund may invest in companies in any sector.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Next, the research team invests in companies that have excellent long-term fundamentals, superior capital appreciation potential and attractive valuations.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that are trading at a discount to their estimated intrinsic value.

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

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

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

Next, the research team invests in companies that have excellent long-term fundamentals, superior capital appreciation potential and attractive valuations.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that are trading at a discount to their estimated intrinsic value.

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

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

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

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies across various sectors that can deliver consistently superior earnings growth, free cash flow growth and above average return on equity.

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

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

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

The fund may invest up to 25% of its net assets in foreign securities, including ADRs.
 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Next, the research team invests significantly in U.S. companies.

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

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

Also, the team prefers companies that are trading at reasonable valuations.

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

The fund also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

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

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

Next, the research team invests significantly in U.S. companies.

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

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

Also, the team prefers companies that are trading at reasonable valuations.

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

The fund also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

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

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

Next, the research team invests significantly in U.S. companies.

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

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

Also, the team prefers companies that are trading at reasonable valuations.

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

The fund also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

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

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

Next, the research team invests significantly in U.S. companies.

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

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

Also, the team prefers companies that are trading at reasonable valuations.

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

The fund also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

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

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

Next, the research team invests significantly in U.S. companies.

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

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

Also, the team prefers companies that are trading at reasonable valuations.

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

The fund also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

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

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

Next, the research team invests significantly in U.S. companies.

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

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

Also, the team prefers companies that are trading at reasonable valuations.

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

The fund also may invest up to 33% of its net assets in foreign companies in developed markets (Japan, Canada and the United Kingdom) and in emerging markets (China, India and Brazil).
 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The investment process starts with a list of companies in the benchmark index. The process uses quantitative and fundamental analysis to identify companies with low-price volatility.

The portfolio is diversified with companies exhibiting above-average earnings growth outlook. The research team believes low price volatility will lead to capital gains in the future.

The fund may emphasize from time to time companies in technology sectors.

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

The investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights high-quality companies with solid free cash flow and balance sheets. Next, the team identifies companies with improving fundamentals and consistent earnings growth.

The team uses a bottom-up stock selection process which is driven by future growth outlook and not its participation in any significant economic or market cycles.

The fund favors companies with a history of consistent profitable growth.

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

The investment process starts with companies in the benchmark index. The research team with the help of quantitative process highlights high-quality companies with solid free cash flow and balance sheets. Next, the team identifies companies with improving fundamentals and consistent earnings growth.

The team uses a bottom-up stock selection process which is driven by future growth outlook and not its participation in any significant economic or market cycles.

The fund favors companies with a history of consistent profitable growth.

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

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

Next, the research team invests in companies with a proven track record of dividend growth.

The team prefers companies that pay a dividend and that have increased their dividend in the most recent annual period.

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

The fund may purchase derivative instruments (including options, futures and options on futures) or invest in exchange traded funds, open-end funds (mutual funds) and closed-end funds.

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

The investment process of the fund begins with an economic analysis across a range of industries and identifies companies using fundamental research that are market leaders in industry niches they operate.  The fund favors companies with consistent business performance and exhibit sustainable growth.

The fund may invest in companies that do not have strong earnings histories but do have other attributes that may contribute to accelerated growth in the near future.

The fund may focus on one or more industries including industrial and technology-related sectors and has the flexibility to invest in companies smaller than $3 billion in market capitalization.

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

The investment process of the fund begins with an economic analysis across a range of industries and identifies companies using fundamental research that are market leaders in industry niches they operate.  The fund favors companies with consistent business performance and exhibit sustainable growth.

The fund may invest in companies that do not have strong earnings histories but do have other attributes that may contribute to accelerated growth in the near future.

The fund may focus on one or more industries including industrial and technology-related sectors and has the flexibility to invest in companies smaller than $3 billion in market capitalization.

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

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

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

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

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

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

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

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

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

The investment process targets companies between the market capitalizations of $500 million and $10 billion. Then the analyst team with the help of financial screens using quantitative metrics narrows the list of quality companies with solid balance sheets, above average earnings and free cash flow and high return on capital. The team then applies qualitative research in identifying management with a successful track record of business expansion and capital allocation.

The portfolio owns between 40 and 70 stocks and the top 10 holdings account for 30% of total assets.

The fund seeks to grow capital through investing in companies that are benefitting from the emerging growth trends.

The investment process is designed to identify companies with growth characteristics regardless of its size. The process looks for emerging trends and themes in various industries and sectors and identifies a list of companies with leadership positions. Then the research team evaluates financial strength and strategic position and the durability of the growth trend. The short list of candidates are included in the fund with the view to hold them for a longer term.

The fund holds between 75 and 100 stocks and top 10 holdings account for 20% of total assets.

The fund seeks to grow capital through investing in companies that are benefitting from the emerging growth trends.

The investment process is designed to identify companies with growth characteristics regardless of its size. The process looks for emerging trends and themes in various industries and sectors and identifies a list of companies with leadership positions. Then the research team evaluates financial strength and strategic position and the durability of the growth trend. The short list of candidates are included in the fund with the view to hold them for a longer term.

The fund holds between 75 and 100 stocks and top 10 holdings account for 20% of total assets.

The fund seeks to grow capital through investing in companies that are benefitting from the emerging growth trends.

The investment process is designed to identify companies with growth characteristics regardless of its size. The process looks for emerging trends and themes in various industries and sectors and identifies a list of companies with leadership positions. Then the research team evaluates financial strength and strategic position and the durability of the growth trend. The short list of candidates are included in the fund with the view to hold them for a longer term.

The fund holds between 75 and 100 stocks and top 10 holdings account for 20% of total assets.

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

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

Next, the research team invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks.

The team favors growth companies with perceived leadership positions and competitive advantages in niche markets not yet recognized by investors.

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

The fund can invest in companies from a wide range of industries.

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

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

Next, the research team invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks.

The team favors growth companies with perceived leadership positions and competitive advantages in niche markets not yet recognized by investors.

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

The fund can invest in companies from a wide range of industries.

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

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

Next, the research team invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks.

The team favors growth companies with perceived leadership positions and competitive advantages in niche markets not yet recognized by investors.

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

The fund can invest in companies from a wide range of industries.

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

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

Next, the research team invests in equity securities of U.S. companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks.

The team favors growth companies with perceived leadership positions and competitive advantages in niche markets not yet recognized by investors.

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

The fund can invest in companies from a wide range of industries.

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

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

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based screening processes to narrow the investable universe.

The team focuses on companies that reflect values such as respecting the value and freedom of all people, demonstrating a concern for justice and peace, promoting family and community, exhibiting responsible management practices, and practicing environmental stewardship.

Additionally, the team may invest in securities that fund community development institutions and serve needs such as those of low-to-moderate income families and communities.

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

From time to time, the fund may invest a substantial portion of its net assets in the stock of companies in the technology, industrial, healthcare and life sciences sectors.

The fund may invest without limitation in securities in companies domiciled outside the United States either directly or through American Depositary Receipts.

Also, the fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

Additionally, the fund may invest in development stage companies.

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

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

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based screening processes to narrow the investable universe.

The team focuses on companies that reflect values such as respecting the value and freedom of all people, demonstrating a concern for justice and peace, promoting family and community, exhibiting responsible management practices, and practicing environmental stewardship.

Additionally, the team may invest in securities that fund community development institutions and serve needs such as those of low-to-moderate income families and communities.

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

From time to time, the fund may invest a substantial portion of its net assets in the stock of companies in the technology, industrial, healthcare and life sciences sectors.

The fund may invest without limitation in securities in companies domiciled outside the United States either directly or through American Depositary Receipts.

Also, the fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

Additionally, the fund may invest in development stage companies.

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

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

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based screening processes to narrow the investable universe.

The team focuses on companies that reflect values such as respecting the value and freedom of all people, demonstrating a concern for justice and peace, promoting family and community, exhibiting responsible management practices, and practicing environmental stewardship.

Additionally, the team may invest in securities that fund community development institutions and serve needs such as those of low-to-moderate income families and communities.

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

From time to time, the fund may invest a substantial portion of its net assets in the stock of companies in the technology, industrial, healthcare and life sciences sectors.

The fund may invest without limitation in securities in companies domiciled outside the United States either directly or through American Depositary Receipts.

Also, the fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

Additionally, the fund may invest in development stage companies.

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

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

Next, the research team invests in a broad range of equity securities.

The team favors companies with financial strengths and outlook.

In addition, the team utilizes its proprietary values-based screening processes to narrow the investable universe.

The team focuses on companies that reflect values such as respecting the value and freedom of all people, demonstrating a concern for justice and peace, promoting family and community, exhibiting responsible management practices, and practicing environmental stewardship.

Additionally, the team may invest in securities that fund community development institutions and serve needs such as those of low-to-moderate income families and communities.

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

From time to time, the fund may invest a substantial portion of its net assets in the stock of companies in the technology, industrial, healthcare and life sciences sectors.

The fund may invest without limitation in securities in companies domiciled outside the United States either directly or through American Depositary Receipts.

Also, the fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

Additionally, the fund may invest in development stage companies.

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

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of correlated companies.

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

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of correlated companies.

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

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of correlated companies.

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

The investment process starts with companies in the benchmark index and the team employs a quantitative model driven by fundamental and technical stock selection variables.

Next, the research team with the help of fundamental analysis assesses the relative value, profit trends, capital structure and price history of companies. Technical stock selection process avoids market or manager sentiment come into play.

The portfolio is diversified to control risk and limit exposure to individual companies as well as to groups of correlated companies.

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

The investment process starts with companies in the benchmark index and the team identifies companies that exhibit accelerated earnings or revenue growth outlook.

Next, the research team with the help of fundamental research analyzes financial, industry, as well as market and economic conditions of companies.

The fund has the flexibility to invest in companies with smaller or larger market capitalizations.

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

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

Next, the research team invests in growth-oriented companies exhibiting long-term capital appreciation potential and that are estimated to grow faster than the U.S. economy.

In selecting securities for the portfolio, the research team combines top-down secular/macro-economic trend analysis with bottom- up security selection.

The top-down approach takes into consideration factors such as interest rates, inflation, fiscal and monetary policy, global demographic trends, and the regulatory environment.

The research process is driven by fundamental analysis of one stock at a time. The team prefers companies that are exhibiting earnings growth potential.

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

The fund may also invest in emerging growth companies, as well as also invest in exchange-traded funds.

Additionally, the fund may invest up to 15% of its net assets in common stocks of foreign small- and mid-cap companies through the purchase of American Depository Receipts and/or foreign domiciled companies listed on U.S. stock exchanges.

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

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

Next, the research team invests in growth-oriented companies exhibiting long-term capital appreciation potential and that are estimated to grow faster than the U.S. economy.

In selecting securities for the portfolio, the research team combines top-down secular/macro-economic trend analysis with bottom- up security selection.

The top-down approach takes into consideration factors such as interest rates, inflation, fiscal and monetary policy, global demographic trends, and the regulatory environment.

The research process is driven by fundamental analysis of one stock at a time. The team prefers companies that are exhibiting earnings growth potential.

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

The fund may also invest in emerging growth companies, as well as also invest in exchange-traded funds.

Additionally, the fund may invest up to 15% of its net assets in common stocks of foreign small- and mid-cap companies through the purchase of American Depository Receipts and/or foreign domiciled companies listed on U.S. stock exchanges.

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

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

Next, the research team invests in equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that offer durable earnings and cash flow growth.

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

The fund, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

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

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

Next, the research team invests in equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that offer durable earnings and cash flow growth.

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

The fund, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

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

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

Next, the research team invests in equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that offer durable earnings and cash flow growth.

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

The fund, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

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

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

Next, the research team invests in equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that offer durable earnings and cash flow growth.

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

The fund, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

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

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

Next, the research team invests in equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that offer durable earnings and cash flow growth.

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

The fund, from time to time, may have significant positions in particular sectors such as information technology (including technology services and technology equipment and hardware), consumer discretionary, healthcare and industrials.
 

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

The sub-advisor’s investment process begins with companies in the benchmark index to identify companies that offer proven products or services and consistent above-average earnings growth. Next, the research team looks for companies that are associated with industries that are experiencing increasing demand; or appear undervalued relative to their growth prospects.

The sub-advisor has the flexibility to buy companies that do not meet its normal investment criteria if it believes that a management change, an extraordinary corporate event, a new product introduction or innovation, or a favorable competitive development could bring value to the company.

The fund has the flexibility to invest up to 25% of its net assets in foreign companies, and may at times invest significantly in the technology sector.

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 companies in the benchmark index to identify companies that offer proven products or services and consistent above-average earnings growth. Next, the research team looks for companies that are associated with industries that are experiencing increasing demand; or appear undervalued relative to their growth prospects.

The sub-advisor has the flexibility to buy companies that do not meet its normal investment criteria if it believes that a management change, an extraordinary corporate event, a new product introduction or innovation, or a favorable competitive development could bring value to the company.

The fund has the flexibility to invest up to 25% of its net assets in foreign companies, and may at times invest significantly in the technology sector.

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 companies in the benchmark index to identify companies that offer proven products or services and consistent above-average earnings growth. Next, the research team looks for companies that are associated with industries that are experiencing increasing demand; or appear undervalued relative to their growth prospects.

The sub-advisor has the flexibility to buy companies that do not meet its normal investment criteria if it believes that a management change, an extraordinary corporate event, a new product introduction or innovation, or a favorable competitive development could bring value to the company.

The fund has the flexibility to invest up to 25% of its net assets in foreign companies, and may at times invest significantly in the technology sector.

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

The investment process employs a combination of passive and actively managed strategies and the team uses quantitative analysis, credit research and due diligence to identify potential companies that are expected to contribute to exceeding the total return of the Index.

The research team favors companies that invest in short-term fixed-income or floating rate securities to achieve greater diversification and trading efficiency. The team may also invest in derivatives to maintain exposure to the equity and fixed-income markets, to hedge the fund’s portfolio, or to increase returns.

The fund has the flexibility to invest some or all of its assets in cash, derivatives, fixed-income instruments, government bonds, money market instruments, repurchase agreements or securities of other investment companies, if market conditions warrant.

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 companies in the benchmark index with market capitalization below $15 billion. The research team then narrows down the list of companies using bottom-up research and fundamental analysis to identify growth businesses.

Next, the research team identifies companies with strong earnings growth, improving operating trends, a superior management team, and attractive relative value.

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

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

The sub-advisor’s investment process begins with companies in the benchmark index with market capitalization below $15 billion. The research team then narrows down the list of companies using bottom-up research and fundamental analysis to identify growth businesses.

Next, the research team identifies companies with strong earnings growth, improving operating trends, a superior management team, and attractive relative value.

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

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

The sub-advisor’s investment process begins with companies in the benchmark index with market capitalization below $15 billion. The research team then narrows down the list of companies using bottom-up research and fundamental analysis to identify growth businesses.

Next, the research team identifies companies with strong earnings growth, improving operating trends, a superior management team, and attractive relative value.

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

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

The sub-advisor’s investment process begins with companies in the benchmark index with market capitalization below $15 billion. The research team then narrows down the list of companies using bottom-up research and fundamental analysis to identify growth businesses.

Next, the research team identifies companies with strong earnings growth, improving operating trends, a superior management team, and attractive relative value.

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

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

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

The investment process combines macroeconomic review with individual stock analysis. The research team starts with a list of companies in the benchmark index. The research team is using quantitative research to highlight companies with financial strength, attractive earnings growth, and superior return on capital.

Next, the research team with the help of qualitative analysis reviews sustainability of business model, management effectiveness and earnings durability.

The fund favors high-quality companies with above average growth outlook.

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

The investment process combines macroeconomic review with individual stock analysis. The research team starts with a list of companies in the benchmark index. The research team is using quantitative research to highlight companies with financial strength, attractive earnings growth, and superior return on capital.

Next, the research team with the help of qualitative analysis reviews sustainability of business model, management effectiveness and earnings durability.

The fund favors high-quality companies with above average growth outlook.

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

The investment process combines macroeconomic review with individual stock analysis. The research team starts with a list of companies in the benchmark index. The research team is using quantitative research to highlight companies with financial strength, attractive earnings growth, and superior return on capital.

Next, the research team with the help of qualitative analysis reviews sustainability of business model, management effectiveness and earnings durability.

The fund favors high-quality companies with above average growth outlook.

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

The investment process combines macroeconomic review with individual stock analysis. The research team starts with a list of companies in the benchmark index. The research team is using quantitative research to highlight companies with financial strength, attractive earnings growth, and superior return on capital.

Next, the research team with the help of qualitative analysis reviews sustainability of business model, management effectiveness and earnings durability.

The fund favors high-quality companies with above average growth outlook.

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

The investment process combines macroeconomic review with individual stock analysis. The research team starts with a list of companies in the benchmark index. The research team is using quantitative research to highlight companies with financial strength, attractive earnings growth, and superior return on capital.

Next, the research team with the help of qualitative analysis reviews sustainability of business model, management effectiveness and earnings durability.

The fund favors high-quality companies with above average growth outlook.

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

The investment process combines macroeconomic review with individual stock analysis. The research team starts with a list of companies in the benchmark index. The research team is using quantitative research to highlight companies with financial strength, attractive earnings growth, and superior return on capital.

Next, the research team with the help of qualitative analysis reviews sustainability of business model, management effectiveness and earnings durability.

The fund favors high-quality companies with above average growth outlook.

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

The investment process combines macroeconomic review with individual stock analysis. The research team starts with a list of companies in the benchmark index. The research team is using quantitative research to highlight companies with financial strength, attractive earnings growth, and superior return on capital.

Next, the research team with the help of qualitative analysis reviews sustainability of business model, management effectiveness and earnings durability.

The fund favors high-quality companies with above average growth outlook.

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

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

Next, the research team invests in companies exhibiting growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that have attributes such as durable growth, return on invested capital, and competitive positioning.

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

The fund may also invest in foreign securities, which may include investments in emerging markets.

In addition, the fund’s investments may include securities of real estate-related companies, including real estate investment trusts.

The fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets as determined at the time of the loan origination.

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

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

Next, the research team invests in companies exhibiting growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that have attributes such as durable growth, return on invested capital, and competitive positioning.

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

The fund may also invest in foreign securities, which may include investments in emerging markets.

In addition, the fund’s investments may include securities of real estate-related companies, including real estate investment trusts.

The fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets as determined at the time of the loan origination.

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

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

Next, the research team invests in companies exhibiting growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that have attributes such as durable growth, return on invested capital, and competitive positioning.

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

The fund may also invest in foreign securities, which may include investments in emerging markets.

In addition, the fund’s investments may include securities of real estate-related companies, including real estate investment trusts.

The fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets as determined at the time of the loan origination.

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

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

Next, the research team invests in companies exhibiting growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that have attributes such as durable growth, return on invested capital, and competitive positioning.

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

The fund may also invest in foreign securities, which may include investments in emerging markets.

In addition, the fund’s investments may include securities of real estate-related companies, including real estate investment trusts.

The fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets as determined at the time of the loan origination.

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

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

Next, the research team invests in companies exhibiting growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that have attributes such as durable growth, return on invested capital, and competitive positioning.

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

The fund may also invest in foreign securities, which may include investments in emerging markets.

In addition, the fund’s investments may include securities of real estate-related companies, including real estate investment trusts.

The fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets as determined at the time of the loan origination.

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

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

Next, the research team invests in companies exhibiting growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that have attributes such as durable growth, return on invested capital, and competitive positioning.

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

The fund may also invest in foreign securities, which may include investments in emerging markets.

In addition, the fund’s investments may include securities of real estate-related companies, including real estate investment trusts.

The fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets as determined at the time of the loan origination.

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

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

Next, the research team invests in companies exhibiting growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that have attributes such as durable growth, return on invested capital, and competitive positioning.

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

The fund may also invest in foreign securities, which may include investments in emerging markets.

In addition, the fund’s investments may include securities of real estate-related companies, including real estate investment trusts.

The fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets as determined at the time of the loan origination.

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

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

Next, the research team invests in companies exhibiting growth potential.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that have attributes such as durable growth, return on invested capital, and competitive positioning.

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

The fund may also invest in foreign securities, which may include investments in emerging markets.

In addition, the fund’s investments may include securities of real estate-related companies, including real estate investment trusts.

The fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its net assets as determined at the time of the loan origination.

The fund seeks capital appreciation by investing in mid-size US Companies.

The sub-advisor’s investment process is driven by fundamental analysis , quantitative and qualitative research.  The investment process starts with a list of companies included in the benchmark index. Next, the research team identifies companies with financial strength, attractive earnings growth, and favorable competitive dynamics.

The research team then with the help of qualitative analysis reviews management effectiveness, business sustainability for the long term, durability of earnings.

The investment team favors high-quality companies that are trading at relative attractive prices.

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

The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth.

Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management.

The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future.

The investment team also considers environmental, social and/or governance (ESG) factors when assessing investment opportunities.

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

The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth.

Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management.

The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future.

The investment team also considers environmental, social and/or governance (ESG) factors when assessing investment opportunities.

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

The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth.

Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management.

The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future.

The investment team also considers environmental, social and/or governance (ESG) factors when assessing investment opportunities.

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

The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth.

Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management.

The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future.

The investment team also considers environmental, social and/or governance (ESG) factors when assessing investment opportunities.

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

The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth.

Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management.

The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future.

The investment team also considers environmental, social and/or governance (ESG) factors when assessing investment opportunities.

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

The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth.

Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management.

The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future.

The investment team also considers environmental, social and/or governance (ESG) factors when assessing investment opportunities.

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

The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth.

Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management.

The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future.

The investment team also considers environmental, social and/or governance (ESG) factors when assessing investment opportunities.

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

The investment process begins with companies in the benchmark index and using quantitative research identifies companies with a history of above-average earnings growth.

Next, the research team with the help of qualitative research narrows the list to include companies with leading competitive positions, sustainable business models and strong management.

The team then favors companies that meet valuation guidelines and are estimated to have potential to deliver above-average earnings in the near-future.

The investment team also considers environmental, social and/or governance (ESG) factors when assessing investment opportunities.

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

The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors. The research team with the help of quantitative and qualitative analysis also identifies or distinguishes between permanent and transitory problems.

The fund has invested 31% of its total assets in Texas Pacific Land Trust. One of the largest land owners in Texas, the Land Trust derives most of its income from oil and gas royalty revenue, land easements and water royalties and sales.

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

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

The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors. The research team with the help of quantitative and qualitative analysis also identifies or distinguishes between permanent and transitory problems.

The fund has invested 31% of its total assets in Texas Pacific Land Trust. One of the largest land owners in Texas, the Land Trust derives most of its income from oil and gas royalty revenue, land easements and water royalties and sales.

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

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

The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors. The research team with the help of quantitative and qualitative analysis also identifies or distinguishes between permanent and transitory problems.

The fund has invested 31% of its total assets in Texas Pacific Land Trust. One of the largest land owners in Texas, the Land Trust derives most of its income from oil and gas royalty revenue, land easements and water royalties and sales.

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

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

The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors. The research team with the help of quantitative and qualitative analysis also identifies or distinguishes between permanent and transitory problems.

The fund has invested 31% of its total assets in Texas Pacific Land Trust. One of the largest land owners in Texas, the Land Trust derives most of its income from oil and gas royalty revenue, land easements and water royalties and sales.

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

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

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

Next, the research team invests in equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on high-quality companies with attractive valuations.

The team prefers industry leading companies in niches with superior growth prospects.

In addition, the team employs a three-step process when evaluating companies.

First, when evaluating the business model, the team looks for sustainable competitive advantages, high levels of profitability, stable and growing earnings, and balance sheet strength.

Second, when assessing management, the team evaluates its operational and capital allocation track records and the nature of its accounting practices.

The final step in the process is assessing the proper valuation for the company.

The team seeks to buy securities trading at a discount to their estimated intrinsic value as determined by discounted cash flows modeling and additional valuation methodologies.

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

Generally, the portfolio holds between 25 and 40 securities at any given time.

The fund may also invest up to 25% of its net assets in foreign securities (including American Depositary Receipts and emerging market securities).

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

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

Next, the research team invests in equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on high-quality companies with attractive valuations.

The team prefers industry leading companies in niches with superior growth prospects.

In addition, the team employs a three-step process when evaluating companies.

First, when evaluating the business model, the team looks for sustainable competitive advantages, high levels of profitability, stable and growing earnings, and balance sheet strength.

Second, when assessing management, the team evaluates its operational and capital allocation track records and the nature of its accounting practices.

The final step in the process is assessing the proper valuation for the company.

The team seeks to buy securities trading at a discount to their estimated intrinsic value as determined by discounted cash flows modeling and additional valuation methodologies.

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

Generally, the portfolio holds between 25 and 40 securities at any given time.

The fund may also invest up to 25% of its net assets in foreign securities (including American Depositary Receipts and emerging market securities).

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

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

Next, the research team invests in equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on high-quality companies with attractive valuations.

The team prefers industry leading companies in niches with superior growth prospects.

In addition, the team employs a three-step process when evaluating companies.

First, when evaluating the business model, the team looks for sustainable competitive advantages, high levels of profitability, stable and growing earnings, and balance sheet strength.

Second, when assessing management, the team evaluates its operational and capital allocation track records and the nature of its accounting practices.

The final step in the process is assessing the proper valuation for the company.

The team seeks to buy securities trading at a discount to their estimated intrinsic value as determined by discounted cash flows modeling and additional valuation methodologies.

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

Generally, the portfolio holds between 25 and 40 securities at any given time.

The fund may also invest up to 25% of its net assets in foreign securities (including American Depositary Receipts and emerging market securities).

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

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

Next, the research team invests in equity securities.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on high-quality companies with attractive valuations.

The team prefers industry leading companies in niches with superior growth prospects.

In addition, the team employs a three-step process when evaluating companies.

First, when evaluating the business model, the team looks for sustainable competitive advantages, high levels of profitability, stable and growing earnings, and balance sheet strength.

Second, when assessing management, the team evaluates its operational and capital allocation track records and the nature of its accounting practices.

The final step in the process is assessing the proper valuation for the company.

The team seeks to buy securities trading at a discount to their estimated intrinsic value as determined by discounted cash flows modeling and additional valuation methodologies.

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

Generally, the portfolio holds between 25 and 40 securities at any given time.

The fund may also invest up to 25% of its net assets in foreign securities (including American Depositary Receipts and emerging market securities).

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

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

Next, the research team invests in common stocks of U.S. growth companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that exhibit potential for above-average revenue and/or earnings growth.

Also, the research team integrates environmental, social and governance factors as part of its process.

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

Generally, the fund holds a focused portfolio of 25 companies. The fund typically holds significant investments in the Information Technology sector, in particular.

The fund may also invest in stocks offered in initial public offerings and shares of real estate investment trusts.

The fund may invest in foreign securities, including sponsored American Depositary Receipts.

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

The sub-advisor T. Rowe Price’s investment process begins with companies in the benchmark index to identify companies with attractive growth profile, proven products or services, and sustainable earnings growth.

The sub-advisor Frontier also looks for companies with attractive and above-average earnings growth but with lagging stock prices.

Frontier looks for businesses that can generate returns on capital in excess of their cost of capital over a business cycle.

Normally the fund invests in mid-size companies but can invest up to 20% of its net assets in stocks outside of that capitalization range. The fund has the flexibility to invest up to 25% of its net assets in foreign companies.

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

The sub-advisor T. Rowe Price’s investment process begins with companies in the benchmark index to identify companies with attractive growth profile, proven products or services, and sustainable earnings growth.

The sub-advisor Frontier also looks for companies with attractive and above-average earnings growth but with lagging stock prices.

Frontier looks for businesses that can generate returns on capital in excess of their cost of capital over a business cycle.

Normally the fund invests in mid-size companies but can invest up to 20% of its net assets in stocks outside of that capitalization range. The fund has the flexibility to invest up to 25% of its net assets in foreign companies.

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

The sub-advisor T. Rowe Price’s investment process begins with companies in the benchmark index to identify companies with attractive growth profile, proven products or services, and sustainable earnings growth.

The sub-advisor Frontier also looks for companies with attractive and above-average earnings growth but with lagging stock prices.

Frontier looks for businesses that can generate returns on capital in excess of their cost of capital over a business cycle.

Normally the fund invests in mid-size companies but can invest up to 20% of its net assets in stocks outside of that capitalization range. The fund has the flexibility to invest up to 25% of its net assets in foreign companies.

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

The sub-advisor T. Rowe Price’s investment process begins with companies in the benchmark index to identify companies with attractive growth profile, proven products or services, and sustainable earnings growth.

The sub-advisor Frontier also looks for companies with attractive and above-average earnings growth but with lagging stock prices.

Frontier looks for businesses that can generate returns on capital in excess of their cost of capital over a business cycle.

Normally the fund invests in mid-size companies but can invest up to 20% of its net assets in stocks outside of that capitalization range. The fund has the flexibility to invest up to 25% of its net assets in foreign companies.

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

The sub-advisor T. Rowe Price’s investment process begins with companies in the benchmark index to identify companies with attractive growth profile, proven products or services, and sustainable earnings growth.

The sub-advisor Frontier also looks for companies with attractive and above-average earnings growth but with lagging stock prices.

Frontier looks for businesses that can generate returns on capital in excess of their cost of capital over a business cycle.

Normally the fund invests in mid-size companies but can invest up to 20% of its net assets in stocks outside of that capitalization range. The fund has the flexibility to invest up to 25% of its net assets in foreign companies.

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

The sub-advisor T. Rowe Price’s investment process begins with companies in the benchmark index to identify companies with attractive growth profile, proven products or services, and sustainable earnings growth.

The sub-advisor Frontier also looks for companies with attractive and above-average earnings growth but with lagging stock prices.

Frontier looks for businesses that can generate returns on capital in excess of their cost of capital over a business cycle.

Normally the fund invests in mid-size companies but can invest up to 20% of its net assets in stocks outside of that capitalization range. The fund has the flexibility to invest up to 25% of its net assets in foreign companies.

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

The investment process starts with companies in the benchmark index. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis to identify high-quality businesses with above-average earnings growth potential across different market cycles.

The team looks for companies that may exhibit strong pricing power and free cash flow growth.

Generally, the fund invests across different industries and sectors, but may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.

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

The investment process begins with fundamental analysis and quantitative research to identify high-quality established and emerging companies in the benchmark index with above-average earnings growth, strong free cash flow generation, rising returns on invested capital.

Next, the team with the help of qualitative research looks for companies with durable competitive advantages and sustainable business model and earnings growth.

The team also considers environmental, social and governance (ESG) 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 begins with fundamental analysis and quantitative research to identify high-quality established and emerging companies in the benchmark index with above-average earnings growth, strong free cash flow generation, rising returns on invested capital.

Next, the team with the help of qualitative research looks for companies with durable competitive advantages and sustainable business model and earnings growth.

The team also considers environmental, social and governance (ESG) 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 begins with fundamental analysis and quantitative research to identify high-quality established and emerging companies in the benchmark index with above-average earnings growth, strong free cash flow generation, rising returns on invested capital.

Next, the team with the help of qualitative research looks for companies with durable competitive advantages and sustainable business model and earnings growth.

The team also considers environmental, social and governance (ESG) 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 begins with fundamental analysis and quantitative research to identify high-quality established and emerging companies in the benchmark index with above-average earnings growth, strong free cash flow generation, rising returns on invested capital.

Next, the team with the help of qualitative research looks for companies with durable competitive advantages and sustainable business model and earnings growth.

The team also considers environmental, social and governance (ESG) 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 begins with fundamental analysis and quantitative research to identify high-quality established and emerging companies in the benchmark index with above-average earnings growth, strong free cash flow generation, rising returns on invested capital.

Next, the team with the help of qualitative research looks for companies with durable competitive advantages and sustainable business model and earnings growth.

The team also considers environmental, social and governance (ESG) 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 sub-advisor’s investment process is underpinned by the belief that investing in proven, high-quality companies leads to superior returns with below-average risk over a market cycle.

The investment process starts with a list of companies in the benchmark and with the help of fundamental analysis and quantitative research identifies companies with low debt to capital ratio, consistent earnings stream, high above-average margins, and high return on equity and return on asset ratios.

Next, the team narrows the investable list to include companies with superior management and that meet hurdle rates on growth. 

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 underpinned by the belief that investing in proven, high-quality companies leads to superior returns with below-average risk over a market cycle.

The investment process starts with a list of companies in the benchmark and with the help of fundamental analysis and quantitative research identifies companies with low debt to capital ratio, consistent earnings stream, high above-average margins, and high return on equity and return on asset ratios.

Next, the team narrows the investable list to include companies with superior management and that meet hurdle rates on growth. 

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 underpinned by the belief that investing in proven, high-quality companies leads to superior returns with below-average risk over a market cycle.

The investment process starts with a list of companies in the benchmark and with the help of fundamental analysis and quantitative research identifies companies with low debt to capital ratio, consistent earnings stream, high above-average margins, and high return on equity and return on asset ratios.

Next, the team narrows the investable list to include companies with superior management and that meet hurdle rates on growth. 

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 underpinned by the belief that investing in proven, high-quality companies leads to superior returns with below-average risk over a market cycle.

The investment process starts with a list of companies in the benchmark and with the help of fundamental analysis and quantitative research identifies companies with low debt to capital ratio, consistent earnings stream, high above-average margins, and high return on equity and return on asset ratios.

Next, the team narrows the investable list to include companies with superior management and that meet hurdle rates on growth. 

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight in the benchmark.

The fund holds 105 stocks in the portfolio and top 10 holdings account for less than 20% of total assets.

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight in the benchmark.

The fund holds 105 stocks in the portfolio and top 10 holdings account for less than 20% of total assets.

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight in the benchmark.

The fund holds 105 stocks in the portfolio and top 10 holdings account for less than 20% of total assets.

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight in the benchmark.

The fund holds 105 stocks in the portfolio and top 10 holdings account for less than 20% of total assets.

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight in the benchmark.

The fund holds 105 stocks in the portfolio and top 10 holdings account for less than 20% of total assets.

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight in the benchmark.

The fund holds 105 stocks in the portfolio and top 10 holdings account for less than 20% of total assets.

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight in the benchmark.

The fund holds 105 stocks in the portfolio and top 10 holdings account for less than 20% of total assets.

The fund seeks to appreciate capital by investing in mid-cap companies in the U.S.

The investment process starts with a list of companies in the market cap between $2.5 billion and $30 billion. Then the research team narrows the list using quantitative screens and fundamental research to identify companies with above average growth prospects.

Analysts take a deeper look in companies with catalysts for growth and market revaluation, stocks that are not well followed by the Wall Street and that are not widely held by other managers or have a small weight in the benchmark.

The fund holds 105 stocks in the portfolio and top 10 holdings account for less than 20% of total assets.

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

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

Next, the research team invests in companies that demonstrate growth potential.

The team looks for established companies with the potential for superior growth in sales and earnings in a diversified group of industries.

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

The fund may invest in companies with small and large market capitalizations.
 

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

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

Next, the research team invests in companies that demonstrate growth potential.

The team looks for established companies with the potential for superior growth in sales and earnings in a diversified group of industries.

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

The fund may invest in companies with small and large market capitalizations.
 

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

The investment process starts with a list of companies included in the benchmark Russell Midcap Index between market capitalization of $0.6 billion and $50 billion but the fund generally invests in companies with market capitalization between $5 billion and $20 billion.

The research team then ranks companies based on financial metrics and identify companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then evaluated for the long term valuation based on the expected long term growth and near term catalysts that could lead to revaluation of the stock higher.

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

The investment process starts with a list of companies included in the benchmark Russell Midcap Index between market capitalization of $0.6 billion and $50 billion but the fund generally invests in companies with market capitalization between $5 billion and $20 billion.

The research team then ranks companies based on financial metrics and identify companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then evaluated for the long term valuation based on the expected long term growth and near term catalysts that could lead to revaluation of the stock higher.

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

The investment process starts with a list of companies included in the benchmark Russell Midcap Index between market capitalization of $0.6 billion and $50 billion but the fund generally invests in companies with market capitalization between $5 billion and $20 billion.

The research team then ranks companies based on financial metrics and identify companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then evaluated for the long term valuation based on the expected long term growth and near term catalysts that could lead to revaluation of the stock higher.

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

The investment process starts with a list of companies included in the benchmark Russell Midcap Index between market capitalization of $0.6 billion and $50 billion but the fund generally invests in companies with market capitalization between $5 billion and $20 billion.

The research team then ranks companies based on financial metrics and identify companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then evaluated for the long term valuation based on the expected long term growth and near term catalysts that could lead to revaluation of the stock higher.

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. The process employs a bottom-up stock selection using fundamental research approach to look for companies with high earnings growth potential.

Next, the research team analyzes a company’s financial statements and management structure, and its industry position. The team also looks for newer or established companies that are in the early growth phase of their business cycle.

The fund has the flexibility to invest in companies in other market capitalization ranges and/or developed countries and emerging markets.

The Fund has no limits on the amount of its assets that can be invested in foreign securities.

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. The process employs a bottom-up stock selection using fundamental research approach to look for companies with high earnings growth potential.

Next, the research team analyzes a company’s financial statements and management structure, and its industry position. The team also looks for newer or established companies that are in the early growth phase of their business cycle.

The fund has the flexibility to invest in companies in other market capitalization ranges and/or developed countries and emerging markets.

The Fund has no limits on the amount of its assets that can be invested in foreign securities.

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. The process employs a bottom-up stock selection using fundamental research approach to look for companies with high earnings growth potential.

Next, the research team analyzes a company’s financial statements and management structure, and its industry position. The team also looks for newer or established companies that are in the early growth phase of their business cycle.

The fund has the flexibility to invest in companies in other market capitalization ranges and/or developed countries and emerging markets.

The Fund has no limits on the amount of its assets that can be invested in foreign securities.

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. The process employs a bottom-up stock selection using fundamental research approach to look for companies with high earnings growth potential.

Next, the research team analyzes a company’s financial statements and management structure, and its industry position. The team also looks for newer or established companies that are in the early growth phase of their business cycle.

The fund has the flexibility to invest in companies in other market capitalization ranges and/or developed countries and emerging markets.

The Fund has no limits on the amount of its assets that can be invested in foreign securities.

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. The process employs a bottom-up stock selection using fundamental research approach to look for companies with high earnings growth potential.

Next, the research team analyzes a company’s financial statements and management structure, and its industry position. The team also looks for newer or established companies that are in the early growth phase of their business cycle.

The fund has the flexibility to invest in companies in other market capitalization ranges and/or developed countries and emerging markets.

The Fund has no limits on the amount of its assets that can be invested in foreign securities.

The fund’s two subadvisors seek investments in small and md-sized companies in the United States.

Columbus Circle Investors looks for companies that have attractive with earnings momentum and builds portfolio with the ability to generate returns better than the Russell 2500 Growth Index. The subadvisor relies on company and industry research and develops a deeper understanding of company’s earnings growth and its drivers.  The research team looks for positive earnings momentum that is likely to sustain.

Peregrine Capital Management, LLC looks for companies that are mispriced in stock market because what it believes is information gap. The investment process looks to develop a composite profile of each company that it deems investable based on four variables. Management quality, growth opportunity for the company, quality of the company’s products and services and trends in income statement and balance sheet variables.

The fund’s two subadvisors seek investments in small and md-sized companies in the United States.

Columbus Circle Investors looks for companies that have attractive with earnings momentum and builds portfolio with the ability to generate returns better than the Russell 2500 Growth Index. The subadvisor relies on company and industry research and develops a deeper understanding of company’s earnings growth and its drivers.  The research team looks for positive earnings momentum that is likely to sustain.

Peregrine Capital Management, LLC looks for companies that are mispriced in stock market because what it believes is information gap. The investment process looks to develop a composite profile of each company that it deems investable based on four variables. Management quality, growth opportunity for the company, quality of the company’s products and services and trends in income statement and balance sheet variables.

The fund’s two subadvisors seek investments in small and md-sized companies in the United States.

Columbus Circle Investors looks for companies that have attractive with earnings momentum and builds portfolio with the ability to generate returns better than the Russell 2500 Growth Index. The subadvisor relies on company and industry research and develops a deeper understanding of company’s earnings growth and its drivers.  The research team looks for positive earnings momentum that is likely to sustain.

Peregrine Capital Management, LLC looks for companies that are mispriced in stock market because what it believes is information gap. The investment process looks to develop a composite profile of each company that it deems investable based on four variables. Management quality, growth opportunity for the company, quality of the company’s products and services and trends in income statement and balance sheet variables.

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 of companies that exhibit excellent prospects for capital appreciation not reflected in their current valuations.

The team evaluates companies on the basis of factors, such as growth over extended periods of time, above-average profitability created through operating efficiency, and cash flows that confirm the sustainability of growth.

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

At times, the manager may emphasize certain industries or sectors.
 

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

The sub-advisor’s investment process starts with companies in the benchmark index and the research team looks for companies with above-average earnings growth.

Next, the team with the help of qualitative research narrows the list to include companies that are estimated to exhibit characteristics for earnings durability and sustainable business models.

The fund favors from this narrow list a group of companies with stocks prices that are not reflecting long term growth potential.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index and the research team looks for companies with above-average earnings growth.

Next, the team with the help of qualitative research narrows the list to include companies that are estimated to exhibit characteristics for earnings durability and sustainable business models.

The fund favors from this narrow list a group of companies with stocks prices that are not reflecting long term growth potential.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index and the research team looks for companies with above-average earnings growth.

Next, the team with the help of qualitative research narrows the list to include companies that are estimated to exhibit characteristics for earnings durability and sustainable business models.

The fund favors from this narrow list a group of companies with stocks prices that are not reflecting long term growth potential.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index and the research team looks for companies with above-average earnings growth.

Next, the team with the help of qualitative research narrows the list to include companies that are estimated to exhibit characteristics for earnings durability and sustainable business models.

The fund favors from this narrow list a group of companies with stocks prices that are not reflecting long term growth potential.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index and the research team looks for companies with above-average earnings growth.

Next, the team with the help of qualitative research narrows the list to include companies that are estimated to exhibit characteristics for earnings durability and sustainable business models.

The fund favors from this narrow list a group of companies with stocks prices that are not reflecting long term growth potential.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index and the research team looks for companies with above-average earnings growth.

Next, the team with the help of qualitative research narrows the list to include companies that are estimated to exhibit characteristics for earnings durability and sustainable business models.

The fund favors from this narrow list a group of companies with stocks prices that are not reflecting long term growth potential.

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

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

The sub-advisor’s investment process starts with companies in the benchmark index and the research team looks for companies with above-average earnings growth.

Next, the team with the help of qualitative research narrows the list to include companies that are estimated to exhibit characteristics for earnings durability and sustainable business models.

The fund favors from this narrow list a group of companies with stocks prices that are not reflecting long term growth potential.

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

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

The investment process starts with companies in the benchmark index. The research team uses quantitative research to highlight companies with financial strength. Next, the team with the help of qualitative analysis reviews individual stocks and sectors.

The research team employs fundamental analysis and valuation guidelines to identify companies with above average earnings and revenue growth outlook that are also trading at attractive market valuations.

The fund may invest up to 20% of its total assets in securities of non-U.S. 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. The research team uses quantitative research to highlight companies with financial strength. Next, the team with the help of qualitative analysis reviews individual stocks and sectors.

The research team employs fundamental analysis and valuation guidelines to identify companies with above average earnings and revenue growth outlook that are also trading at attractive market valuations.

The fund may invest up to 20% of its total assets in securities of non-U.S. 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. The research team uses quantitative research to highlight companies with financial strength. Next, the team with the help of qualitative analysis reviews individual stocks and sectors.

The research team employs fundamental analysis and valuation guidelines to identify companies with above average earnings and revenue growth outlook that are also trading at attractive market valuations.

The fund may invest up to 20% of its total assets in securities of non-U.S. 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. The research team uses quantitative research to highlight companies with financial strength. Next, the team with the help of qualitative analysis reviews individual stocks and sectors.

The research team employs fundamental analysis and valuation guidelines to identify companies with above average earnings and revenue growth outlook that are also trading at attractive market valuations.

The fund may invest up to 20% of its total assets in securities of non-U.S. 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. The research team uses quantitative research to highlight companies with financial strength. Next, the team with the help of qualitative analysis reviews individual stocks and sectors.

The research team employs fundamental analysis and valuation guidelines to identify companies with above average earnings and revenue growth outlook that are also trading at attractive market valuations.

The fund may invest up to 20% of its total assets in securities of non-U.S. 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 include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum.

The actively managed fund frequently buys and sells securities that may lead to higher than average tax liabilities.

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 include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum.

The actively managed fund frequently buys and sells securities that may lead to higher than average tax liabilities.

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 include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum.

The actively managed fund frequently buys and sells securities that may lead to higher than average tax liabilities.

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 include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum.

The actively managed fund frequently buys and sells securities that may lead to higher than average tax liabilities.

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 include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum.

The actively managed fund frequently buys and sells securities that may lead to higher than average tax liabilities.

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 include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum.

The actively managed fund frequently buys and sells securities that may lead to higher than average tax liabilities.

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 include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum. 

The fund invests up to 30% of its assets in equities and attempts to replicate performance of the Russell Midcap Growth Index.

The remaining assets are managed by the sub-advisors focused on identifying companies with above-average return on capital and earnings growth. 

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

The investment process starts with companies in the benchmark index and the research team narrows the list to include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum. 

The fund invests up to 30% of its assets in equities and attempts to replicate performance of the Russell Midcap Growth Index.

The remaining assets are managed by the sub-advisors focused on identifying companies with above-average return on capital and earnings growth. 

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

The investment process starts with companies in the benchmark index and the research team narrows the list to include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum. 

The fund invests up to 30% of its assets in equities and attempts to replicate performance of the Russell Midcap Growth Index.

The remaining assets are managed by the sub-advisors focused on identifying companies with above-average return on capital and earnings growth. 

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

The investment process starts with companies in the benchmark index and the research team narrows the list to include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum. 

The fund invests up to 30% of its assets in equities and attempts to replicate performance of the Russell Midcap Growth Index.

The remaining assets are managed by the sub-advisors focused on identifying companies with above-average return on capital and earnings growth. 

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

The investment process starts with companies in the benchmark index and the research team narrows the list to include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum. 

The fund invests up to 30% of its assets in equities and attempts to replicate performance of the Russell Midcap Growth Index.

The remaining assets are managed by the sub-advisors focused on identifying companies with above-average return on capital and earnings growth. 

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

The investment process starts with companies in the benchmark index and the research team narrows the list to include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum. 

The fund invests up to 30% of its assets in equities and attempts to replicate performance of the Russell Midcap Growth Index.

The remaining assets are managed by the sub-advisors focused on identifying companies with above-average return on capital and earnings growth. 

The fund seeks investment results, before fees and expenses, that correspond to the performance of the Index by investing in companies in the United States.

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

Next, the research team invests in financial instruments.

The team utilizes a mathematical approach to determine the type, quantity and mix of investment positions the fund should hold to produce returns.

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

The fund will concentrate or focus its investments in a particular industry or group of industries to approximately the same extent the Index is so concentrated or focused.

The fund estimates that its cash balances maintained in connection with the use of financial instruments will typically be held in money market instruments.

The fund seeks investment results, before fees and expenses, that correspond to the performance of the Index by investing in companies in the United States.

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

Next, the research team invests in financial instruments.

The team utilizes a mathematical approach to determine the type, quantity and mix of investment positions the fund should hold to produce returns.

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

The fund will concentrate or focus its investments in a particular industry or group of industries to approximately the same extent the Index is so concentrated or focused.

The fund estimates that its cash balances maintained in connection with the use of financial instruments will typically be held in money market instruments.

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 securities of growth companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that demonstrate positive future revenue and earnings growth prospects and consistent financial results.

In addition, the team prefers companies offering high returns on equity and profit margins.

As part of the process, the team considers companies having balance sheet strength and attractive valuations.

The team favors companies with a superior company management, and durable business model.

Also, the research team integrates environmental, social and governance factors as part of its process.

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

The portfolio holds approximately 65 to 80 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 securities of growth companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that demonstrate positive future revenue and earnings growth prospects and consistent financial results.

In addition, the team prefers companies offering high returns on equity and profit margins.

As part of the process, the team considers companies having balance sheet strength and attractive valuations.

The team favors companies with a superior company management, and durable business model.

Also, the research team integrates environmental, social and governance factors as part of its process.

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

The portfolio holds approximately 65 to 80 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 securities of growth companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that demonstrate positive future revenue and earnings growth prospects and consistent financial results.

In addition, the team prefers companies offering high returns on equity and profit margins.

As part of the process, the team considers companies having balance sheet strength and attractive valuations.

The team favors companies with a superior company management, and durable business model.

Also, the research team integrates environmental, social and governance factors as part of its process.

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

The portfolio holds approximately 65 to 80 companies.

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

The investment process is based on a belief that a company’s earnings growth reflects its potential long-term return outlook.

The process starts with companies in the benchmark index that exhibit superior growth characteristics. Next, the research team employs fundamental research and quantitative analysis to identify companies with above-average earnings and revenue growth.

The research team narrows the list to include companies that exhibit unique product or service, growing product demand and market share with management and financial strength.

The fund favors companies with positive and improving business fundamentals and anticipated earnings.

The fund also has a flexibility to invest in other mutual funds and closed-end investment companies which invest in the same type of securities in which the fund may invest directly.

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 that exhibit accelerating growth characteristics. The process employs a bottom-up stock selection using fundamental research to look for companies with superior long-term appreciation prospects.

Next, the research team analyzes a company’s financial statements and management structure. The team also looks for attractive business niches, and a sustainable competitive advantage.

The portfolio is diversified to include dividend-paying stocks.

Normally the fund invests in mid-size companies but has the flexibility to invest in all market capitalizations. The fund may at times invest significantly in the technology 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 companies in the benchmark index that exhibit accelerating growth characteristics. The process employs a bottom-up stock selection using fundamental research to look for companies with superior long-term appreciation prospects.

Next, the research team analyzes a company’s financial statements and management structure. The team also looks for attractive business niches, and a sustainable competitive advantage.

The portfolio is diversified to include dividend-paying stocks.

Normally the fund invests in mid-size companies but has the flexibility to invest in all market capitalizations. The fund may at times invest significantly in the technology 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 utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies with above-average earnings growth potential.

In selecting securities for the portfolio, the research team focuses on companies with proven products or services, and durable earnings growth potential.

The team also favors companies having connection to an industry experiencing increasing demand.

In addition, the team also focuses on companies that are lagging in market price relative to their growth prospects.

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

Additionally, the fund may invest in foreign 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 companies in the benchmark index that have a track record of above-average earnings growth. The research team employs quantitative research to identify companies that have successfully overcome their “start-up” years and offer proven products and/or services.

Next, the team narrows the list to those companies that are estimated to durable earnings and sustainable business models.

The team also focuses on companies that exhibit accelerated earnings growth with experienced management teams.

The fund has the flexibility to invest in a stock that could benefit from an extraordinary corporate event, a new product introduction or innovation, a favorable competitive development, or a change in management in the future.

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 that have a track record of above-average earnings growth. The research team employs quantitative research to identify companies that have successfully overcome their “start-up” years and offer proven products and/or services.

Next, the team narrows the list to those companies that are estimated to durable earnings and sustainable business models.

The team also focuses on companies that exhibit accelerated earnings growth with experienced management teams.

The fund has the flexibility to invest in a stock that could benefit from an extraordinary corporate event, a new product introduction or innovation, a favorable competitive development, or a change in management in the future.

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 that have a track record of above-average earnings growth. The research team employs quantitative research to identify companies that have successfully overcome their “start-up” years and offer proven products and/or services.

Next, the team narrows the list to those companies that are estimated to durable earnings and sustainable business models.

The team also focuses on companies that exhibit accelerated earnings growth with experienced management teams.

The fund has the flexibility to invest in a stock that could benefit from an extraordinary corporate event, a new product introduction or innovation, a favorable competitive development, or a change in management in the future.

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 that have a track record of above-average earnings growth. The research team employs quantitative research to identify companies that have successfully overcome their “start-up” years and offer proven products and/or services.

Next, the team narrows the list to those companies that are estimated to durable earnings and sustainable business models.

The team also focuses on companies that exhibit accelerated earnings growth with experienced management teams.

The fund has the flexibility to invest in a stock that could benefit from an extraordinary corporate event, a new product introduction or innovation, a favorable competitive development, or a change in management in the future.

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

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

Next, the research team invests in common stocks of small, emerging growth companies, preferably early in their corporate life cycle.

The team favors companies that exhibit accelerating earnings growth potential because of rejuvenated management, new products, or structural changes in the economy.

In selecting securities for the portfolio, the research team focuses on companies with proven management teams that employ sound financial and accounting policies.

Also, the team considers companies that demonstrate innovative research, product development, and marketing, as well as possess pricing flexibility.

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

Additionally, the fund may invest in foreign stocks.

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

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

Next, the research team invests in common stocks of small, emerging growth companies, preferably early in their corporate life cycle.

The team favors companies that exhibit accelerating earnings growth potential because of rejuvenated management, new products, or structural changes in the economy.

In selecting securities for the portfolio, the research team focuses on companies with proven management teams that employ sound financial and accounting policies.

Also, the team considers companies that demonstrate innovative research, product development, and marketing, as well as possess pricing flexibility.

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

Additionally, the fund may invest in foreign stocks.

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

The investment process starts with a list of companies between market capitalization of $2 billion and higher but the fund generally invests in companies with market capitalization between $5 billion and $50 billion.

The research team then ranks companies based on financial metrics and identifies companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then evaluated for the long term valuation based on the expected long term growth and near term catalysts that could lead to revaluation of the stock higher.

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

The investment process starts with a list of companies between market capitalization of $2 billion and higher but the fund generally invests in companies with market capitalization between $5 billion and $50 billion.

The research team then ranks companies based on financial metrics and identifies companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then evaluated for the long term valuation based on the expected long term growth and near term catalysts that could lead to revaluation of the stock higher.

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

The investment process starts with a list of companies between market capitalization of $2 billion and higher but the fund generally invests in companies with market capitalization between $5 billion and $50 billion.

The research team then ranks companies based on financial metrics and identifies companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then evaluated for the long term valuation based on the expected long term growth and near term catalysts that could lead to revaluation of the stock higher.

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

The investment process starts with a list of companies between market capitalization of $2 billion and higher but the fund generally invests in companies with market capitalization between $5 billion and $50 billion.

The research team then ranks companies based on financial metrics and identifies companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then evaluated for the long term valuation based on the expected long term growth and near term catalysts that could lead to revaluation of the stock higher.

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

The investment process starts with a list of companies between market capitalization of $2 billion and higher but the fund generally invests in companies with market capitalization between $5 billion and $50 billion.

The research team then ranks companies based on financial metrics and identifies companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then evaluated for the long term valuation based on the expected long term growth and near term catalysts that could lead to revaluation of the stock higher.

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

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

Next, the research team invests in equity securities.

The team favors companies exhibiting above-average potential for growth in revenue, earnings, and cash flow.

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

The fund invests its net assets in the securities of a limited number of companies that demonstrate a high probability for superior growth.

Also, the fund may, from time to time, take temporary defensive in attempting to respond to adverse market, economic, political, or other conditions in cash and/or cash equivalents.

In addition, the fund will not invest in securities issued by any company that is involved in the production or wholesale distribution of alcohol, tobacco, or gambling equipment, and gambling enterprises.

Also, the fund will not invest in securities issued by any company that is involved, either directly or indirectly, in abortion or pornography, or promoting anti-family entertainment or alternative lifestyles.

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

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

Next, the research team invests in equity securities.

The team favors companies exhibiting above-average potential for growth in revenue, earnings, and cash flow.

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

The fund invests its net assets in the securities of a limited number of companies that demonstrate a high probability for superior growth.

Also, the fund may, from time to time, take temporary defensive in attempting to respond to adverse market, economic, political, or other conditions in cash and/or cash equivalents.

In addition, the fund will not invest in securities issued by any company that is involved in the production or wholesale distribution of alcohol, tobacco, or gambling equipment, and gambling enterprises.

Also, the fund will not invest in securities issued by any company that is involved, either directly or indirectly, in abortion or pornography, or promoting anti-family entertainment or alternative lifestyles.

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

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

Next, the research team invests in equity securities.

The team favors companies exhibiting above-average potential for growth in revenue, earnings, and cash flow.

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

The fund invests its net assets in the securities of a limited number of companies that demonstrate a high probability for superior growth.

Also, the fund may, from time to time, take temporary defensive in attempting to respond to adverse market, economic, political, or other conditions in cash and/or cash equivalents.

In addition, the fund will not invest in securities issued by any company that is involved in the production or wholesale distribution of alcohol, tobacco, or gambling equipment, and gambling enterprises.

Also, the fund will not invest in securities issued by any company that is involved, either directly or indirectly, in abortion or pornography, or promoting anti-family entertainment or alternative lifestyles.

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 companies that exhibit above-average earnings growth potential over the long term. Such companies may include, but not limited to, information technology, and health care companies.

The team favors companies which are market leaders in growth industries.

Also, the team considers companies with steady sales and earnings growth.

In addition to meeting with corporate management teams, the team reviews a company’s financial statements focusing on earnings, sales growth, valuation, and profitability.

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

The fund invests in a number of sectors and industries in the U.S.

In addition, the fund may invest up to 20% of its net assets in non-U.S. securities, including in ADRs, in both developed and emerging markets.

Also, the fund may invest in large cap companies.

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

The sub-advisor’s investment process starts with companies in the benchmark index and narrows the list to those with a proven history of earnings growth.

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.

Then the team uses valuation guidelines to favor companies that are priced low in relation to their perceived long-term earnings power.

The team employs quantitative and qualitative analyses to evaluate a company's financial statements, operations and product development, and management interviews.

The fund may also invest up to 20% of its total assets in foreign securities.

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

The sub-advisor’s investment process starts with companies in the benchmark index and narrows the list to those with a proven history of earnings growth.

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.

Then the team uses valuation guidelines to favor companies that are priced low in relation to their perceived long-term earnings power.

The team employs quantitative and qualitative analyses to evaluate a company's financial statements, operations and product development, and management interviews.

The fund may also invest up to 20% of its total assets in foreign securities.

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

The sub-advisor’s investment process starts with companies in the benchmark index and narrows the list to those with a proven history of earnings growth.

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.

Then the team uses valuation guidelines to favor companies that are priced low in relation to their perceived long-term earnings power.

The team employs quantitative and qualitative analyses to evaluate a company's financial statements, operations and product development, and management interviews.

The fund may also invest up to 20% of its total assets in foreign securities.

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

The sub-advisor’s investment process starts with companies in the benchmark index and narrows the list to those with a proven history of earnings growth.

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.

Then the team uses valuation guidelines to favor companies that are priced low in relation to their perceived long-term earnings power.

The team employs quantitative and qualitative analyses to evaluate a company's financial statements, operations and product development, and management interviews.

The fund may also invest up to 20% of its total assets in foreign securities.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Next, the research team invests in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights.

The team prefers companies with above average growth characteristics and below average valuations.

In selecting securities for the portfolio, the research team focuses on companies with durable above average growth in sales, earnings, and intrinsic value.

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

The fund’s holdings are diversified across the major economic sectors and individual companies.

The fund may also invest up to 35% of its assets in preferred stocks and warrants.

Additionally, the fund may invest up to 20% of its net assets in foreign securities either directly or through the purchase of sponsored or unsponsored American Depositary Receipts.
 

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

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

Next, the research team invests in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights.

The team prefers companies with above average growth characteristics and below average valuations.

In selecting securities for the portfolio, the research team focuses on companies with durable above average growth in sales, earnings, and intrinsic value.

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

The fund’s holdings are diversified across the major economic sectors and individual companies.

The fund may also invest up to 35% of its assets in preferred stocks and warrants.

Additionally, the fund may invest up to 20% of its net assets in foreign securities either directly or through the purchase of sponsored or unsponsored American Depositary Receipts.
 

The fund seeks long-term capital appreciation by investing in small- and mid-size companies in the U.S. that meet environmental, social and governance criteria.

The fund starts with a list of companies in the benchmark index and then the research team with the help of quantitative research narrows the investable universe to include companies that meet hurdles on debt, earnings, cash flow, and growth.

The team then conducts a detailed review of financial statements including a broad set of sustainability ESG issues including board diversity, climate change policies, and supply chain and human rights policies.

ESG criteria vary from industry by industry and the fund prefers to invest in companies with a proven track record of financial success and ESG policies implementation.

The fund may invest up to 20% of its total assets in securities issued by foreign companies.

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

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

Next, the research team invests in equity securities.

The team favors companies having superior market positions in growing industries with prospects to increase future sales and earnings.

The research team utilizes the company’s proprietary ranking system to rank stocks within the investable universe on a scale of 1 (highest) to 5 (lowest).

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

The portfolio holds approximately 25 to 50 companies.

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

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

Next, the research team invests in equity securities.

The team favors companies having superior market positions in growing industries with prospects to increase future sales and earnings.

The research team utilizes the company’s proprietary ranking system to rank stocks within the investable universe on a scale of 1 (highest) to 5 (lowest).

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

The portfolio holds approximately 25 to 50 companies.