The fund seeks to track the total return performance of a benchmark index before fees and expenses by investing in large-size companies 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 investable opportunities.

Next, the research team relies on fundamental analysis to look for developed international companies.

The research team also utilizes a sampling methodology to evaluate a company’s performance attributes, tax considerations, capitalization, dividend yield, price/earnings ratio, industry factors, risk factors and other characteristics.

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.

The fund may invest a significant portion of its net assets in depositary receipts representing securities of the index; which may be in the form of American Depositary Receipts), Global Depositary Receipts and European Depositary Receipts.

Also, the fund may invest up to 10% of its net assets in securities not included in the index.

The fund may also invest in cash and cash equivalents, including money market funds, and may lend its securities.
 

The fund seeks to track the total return performance of a benchmark index before fees and expenses by investing in large-size companies 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 investable opportunities.

Next, the research team relies on fundamental analysis to look for developed international companies.

The research team also utilizes a sampling methodology to evaluate a company’s performance attributes, tax considerations, capitalization, dividend yield, price/earnings ratio, industry factors, risk factors and More