Seeks a targeted return by investing in companies with a market capitalization that is within the range of the Russell 3000 at time of purchase. The portfolio typically holds 20 to 40 securities.

Seeks a targeted return by investing in companies with a market capitalization that is within the range of the Russell Mid Cap Value at time of purchase. The portfolio typically holds 55 to 75 securities

Seeks a targeted return by investing in companies with a market capitalization that is within the range of the Russell 2000 Value at time of purchase. The portfolio typically holds 55 to 85 securities.

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 25 to 35 positions.

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 60 to 80 positions.

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.