Mid Cap Growth Fund (BlackRock)
The Mid Cap Growth Fund is a high conviction, mid cap growth strategy that combines diversified sources of growth and seeks to outperform in all markets. The sub-advisor to the Fund is BlackRock, which has managed a substantially similar strategy since 2016.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Mid Cap Growth II Fund
(Janus Henderson)
The Mid Cap Growth II Fund is led by a long-tenured team that looks for sustainable growth companies with predictable and transparent revenue streams, large addressable markets, and a strong industry backdrop. Additionally, they seek companies with a competitive advantage, high-quality business models and disciplined management teams. Once they identify attractive growth companies, they look for attractive risk/reward entry points based on DCF analysis and relative valuation to identify upside relative to downside risk.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Mid Cap Value Fund
(American Century)
The Mid Cap Value Fund seeks to consistently deliver higher returns and lower volatility through investments in high-quality, mid-sized companies temporarily selling at a discount. The sub-advisor to the Fund is American Century Investments, which has managed a substantially similar strategy since 2013.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.