The fund seeks capital appreciation in the long term 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 focuses on securities of companies
The fund seeks capital appreciation in the long term by investing in companies outside 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 starts with a core list of inve
The fund seeks capital appreciation by investing in developers or beneficiaries of technological innovation.
The investment process focuses on identifying companies in early, disruptive, cyclical, and stable growth phase.
The research team using fundamental research and quantitative techniques identifies companies with a proven track record of earnings and above-average free
The fund seeks to generate total return including capital gain and current income by investing in large- and mega-size companies in the United States.
The investment process is designed to provide investors broad exposure to sectors and investment characteristics of the benchmark S&P 500 Index with an emphasis on higher dividend paying stocks within each market segment.
The fund seeks capital appreciation and dividend income by investing in large-size companies with dividend history.
The investment process focuses on a list of 100 U.S. companies with dividend yield included in its benchmark index. The fund decides allocation to these stocks based on its fundamental research, quantitative analysis, and risk management that meet strict investment disci
The fund seeks capital appreciation by investing in companies engaged in natural resource exploration and development or both and companies providing technology, services, and products related to natural resources.
The fund researches companies with the help of fundamental analysis, frequent management contacts, and development track record. The fund favors market leaders in their sectors with strong financial positions.
The fund has the flexibility to invest across all market capitalizations and international and emerging markets.
The fund seeks capital appreciation and current income by investing in companies principally engaged in the real estate sector.
The sub-adviser considers investment opportunities primarily in the developed regions of North America, Europe and Asia and may invest in emerging markets.
The investment process is primarily driven by fundamental research of one company at a time a
The fund seeks primarily appreciation of capital with downside protection and secondarily current income.
The investment process focuses on companies with market capitalization above $5 billion and are established, globally managed companies that make and distribute their products and services around the world.
Next, the investment team through growth analysis identifies sec
The fund seeks total return including dividend by investing in companies in the U.S. and developed international markets.
The sub-advisor’s investment process is driven by fundamental research and quantitative analysis of one company at a time. The research team screens financial statements of companies in the regions that meet broad revenue and earnings growth and trends criter
The fund seeks capital appreciation by investing in companies in emerging markets.
The investment process starts with a list of companies included in the benchmark index. Next, the research team narrows the list to those companies that meet earnings and revenues growth and return on capital hurdles.
With the help of qualitative analysis, the team then identifies the drivers
The fund seeks capital appreciation by investing in companies in emerging markets around the world.
The sub-adviser starts with broad themes observable through global economic, social, or industrial trends that are likely to have a positive impact on certain industries or sectors. The research team then identifies stocks are benefitting or are likely to benefit from the positive chang
The fund seeks capital appreciation by investing in emerging markets.
The fund of funds uses a “manager of managers” approach to provide exposure to various portfolio managers and investment strategies in emerging markets. The fund may invest in one or more underlying funds or may select a manager as sub-adviser.
The fund currently allocates assets to two teams s
The fund seeks capital appreciation by primarily investing in companies located outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team narrows the opportunity set to those companies that meet earnings, growth, and return on capital hurdles.
The fund invests in companies that are estimated to trade cheape
The fund seeks capital appreciation by investing in small-size international companies outside the United States.
The fund’s investment process starts with a list of companies included in the benchmark index. The research team narrows the investable universe using financial screens and quantitative research that meet hurdles on return on capital and historical earnings growth ra
The fund seeks capital appreciation by investing in companies that are expected to benefit from the Womenomics initiative in Japan.
Womenomics is a government policy that encourages more women participation in the workforce, close the salary gap, and promotes more women in decision making roles and positions. With higher women participation, Japan hopes to tackle its shrinking labor f
The fund seeks total return including dividend by investing in companies in developed international markets outside the United States.
The sub-advisor’s investment process is driven by fundamental research and quantitative analysis of one company at a time. The research team screens financial statements of companies in the regions that meet broad revenue and earnings growth and
The fund seeks capital gains by investing in international markets.
The fund generally invests in all stocks included in the index. The fund’s investments are selected to match the benchmark composition in companies, countries, industries and sectors.
The MSCI EAFE Index, the fund’s benchmark, is an unmanaged, free float-adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the U.S. and Canada.
Each stock in the index is weighted by its float-adjusted market capitalization.
The fund seeks capital appreciation by investing in companies outside the United States.
The fund starts with a list of companies available in the benchmark index and Canada and with the help of financial screens and quantitative research narrows the investable universe that meet earnings, growth and return on capital hurdles.
Next, the research team with the help of quantit
The fund seeks capital appreciation by investing in other international funds managed by the advisor.
The fund is designed to provide diversification by investing in other international funds selected by the manager among other things including historical performance, holdings, investment objectives and risk/reward profiles.
The fund currently holds investments in five funds
The fund seeks total return including capital appreciation and dividend income by investing in companies based outside the United States.
The investment process of the fund stars with a list of companies included in the benchmark index and the research team focuses on companies that surpass earnings growth hurdle rate and with dividend history.
Next, the team ranks companies
The fund seeks capital appreciation by investing in mid-size U.S. companies through various strategies, portfolios and investment styles.
Currently the fund provides exposures to following five strategies and managers.
Mid Cap Tax-Sensitive Core Strategy seeks to add value through opportunistically realize capital gains and/or losses but neither through active securities sel
The fund seeks capital appreciation by investing in U.S. companies that meet environment, social and governance criteria.
The sub-adviser’s investment process begins with several economic themes that are designed to construct a broader framework based on social, financial and political, and environmental factors and issues. The framework helps in understanding trends, events, an
The fund seeks capital appreciation by investing U.S. companies across all market capitalizations.
The investment process starts with a list of companies in the benchmark index. Research team then narrows the list based on financial statements analysis and companies that meet broad business metrics and trend criteria are separate for additional analysis.
The team then looks
The fund seeks capital appreciation by investing in small-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 that meet hurdles on revenue and earnings growth and acceleration.
Next, the team with the help of fundamental research identifies high quality companies with
The fund seeks capital appreciation by investing in small- and mid-size U.S. companies through various strategies, portfolios and investment styles.
The fund’s adviser sets target and range for investment strategies. Currently the fund has exposure to three strategies.
Small/Mid Cap Growth Strategy normally invests in companies that are market leaders in their niches a
The fund seeks capital appreciation by investing in small-size U.S. companies.
The fund manages assets by hiring sub-advisers and currently works with six. The fund prefers a multi-manager investing approach. The fund can terminate or replace sub-advisers or materially alter terms of engagement or mandates without shareholder approval.
About 20% of assets are allocated to EA
The fund seeks capital appreciation by investing in small-size U.S. companies.
The investment process starts with a list of companies in the benchmark index. The research team then narrows the list using fundamental research and valuation analysis.
The team conducts qualitative research to understand the company’s future business prospects, estimate long-term valuation, and identify events that could cause the estimated value of the company to change.
The fund favors companies and sectors that are likely to benefit from the fundamental and long-term trend perspectives.
The fund seeks capital appreciation by investing in small-size U.S. companies.
The fund manages assets by hiring sub-advisers and currently works with six. The fund prefers a multi-manager investing approach. The fund can terminate or replace sub-advisers or materially alter terms of engagement or mandates without shareholder approval.
The sub-advisors operate independently
The fund seeks to appreciate capital by investing in small-size companies tied to the index.
The fund generally invests in all stocks and match the composition of its benchmark index.
At times, the fund may invest in a representative sample of stocks included in the index and in futures whose performance is tied to the index.
The S&P Smallcap 600 Index is an un
The fund seeks capital appreciation by investing in small-size U.S. companies.
The fund’s investment process is driven by quantitative research and fundamental analysis of one stock at a time.
The process first identifies companies with financial strength, above-average return on capital and a history of earnings growth. Next, the investment team digs deeper into busin
