Seeks a targeted return by investing in companies with a market capitalization that is within the range of the S&P 500 Index and Russell 3000 Index at time of purchase. The portfolio typically holds 20 to 40 securities.
Value Opportunity
Seeks a targeted return by investing in companies with a market capitalization that is within the range of the Russell Mid Cap Value Index and Russell 2500 Index at time of purchase. The portfolio typically holds 55 to 75 securities
Small Cap Value
Seeks a targeted return by investing in companies with a market capitalization that is within the range of the Russell 2000 Value Index at time of purchase. The portfolio typically holds 55 to 85 securities.
Non-US Equity
International
Seeks a targeted return by investing in non-U.S companies within a market capitalization range of the MSCI ACWI ex USA NR Index at time of purchase. The portfolio typically holds 20 to 40 positions.
Emerging Markets
Seeks a targeted return by investing in non-U.S companies within a market capitalization range of the MSCI Emerging Markets NR Index at time of purchase. The portfolio typically holds 20 to 40 positions.
Global Equity
Global SMID Cap
Seeks a targeted return by investing in companies across the globe that fall within the market capitalization range of the MSCI ACWI Smid Cap Index at time of purchase. The portfolio typically holds 40 to 80 positions.