Large-Cap > Value
Barrow All-Cap Core Fund, Barrow All-Cap Long Short Fund
FIOOX
Jul 7, 2014
Large-Cap > Growth
Neuberger Berman Intrinsic Value Fund
FINSX
Jun 6, 2014
Small cap companies are not well followed, are under-researched and there is meaningful dispersion among analysts’ estimates. Because of limited analyst coverage in the small cap segment, complex, cyclical and interrupted growth companies are often misunderstood and mispriced by investors. We believe investors who think and invest like owners of
Small-Cap > Growth
361 Managed Futures Strategy Fund
FIMPX
Jun 6, 2014
NA > NA
MainStay International Opportunities Fund
Jun 6, 2014
MainStay International Opportunities Fund is a diversified international fund that seeks total return. The team takes a multi-dimensional approach, using proprietary quantitative techniques to account for stocks with distinct characteristics, such as market capitalization, industry and region. The fund is one of a handful of international funds that utilizes short
Traditional stocks and bond funds generate returns that are reflective of their asset classes and are subjected to the volatility that come with the risks they take. David Millar and his team aim to provide equity like returns with half the volatility of global equities using an unconstrained research process.
Small-Cap > Growth
Neuberger Berman International Equity Fund
CUSYX
Apr 4, 2014
Benjamin Segal and his team of researchers look for companies that are growing earnings and sales and still trading at reasonable valuations. He believes that economies around the world are growing and many companies in Europe, Asia and the Americas outside the U.S. offer attractive investment opportunities.
Mid-Cap > Core
Goldman Sachs Small Mid Cap Value Fund
FIICX
Apr 4, 2014
Small companies are not well followed by investors and many successful companies often repeat their success for several years as they graduate to a mid cap size. The Goldman Sachs US Value Equity team focuses on both small and mid cap companies led by good management teams with a track
As successful small cap companies grow into the mid-cap category, many fund managers are forced to sell these winners due to market capitalization constraints. In contrast, the Goldman Sachs Small/Mid Cap Growth Fund offers investors the ability to hold on to winners longer and benefit from the compounding growth of
