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

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

Next, the research team invests in U.S. and non-U.S. dividend-paying stocks.

The team focuses on More

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

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

Next, the research team invests in U.S. and non-U.S. dividend-paying stocks.

The team focuses on companies that have demonstrated above-median yield and a positive trend in dividend payouts and favorable earnings 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.

In addition, the fund utilizes a set of values-based screens to avoid investing in companies that are materially involved in the production, distribution, retail, supply or licensing of alcohol or related products, or tobacco or related products.

The fund also avoids companies materially involved in gambling, or that are directly participating in providing abortions and/or the production of drugs marketed with the primary intent to terminate pregnancy.

Also, the fund excludes companies in its portfolio that are directly engaged in scientific research using stem cells derived from human embryos, fetal tissue or human embryo cloning techniques, or are involved in the production, distribution or retail of adult entertainment, or involved in the production, distribution, retail, supply or licensing of psychoactive recreational cannabis or derivative products.

The fund may also invest in other investment companies and real estate investment trusts.

Additionally, the fund seeks to diversify its investments across a number of different countries throughout the world, and, invests in at least five different countries (including the U.S.).

The fund may invest no more than 40% of its net assets in securities of companies in emerging market countries.