Small Cap Growth Fund (Neuberger Berman)
The Small Cap Growth Fund is a catalyst-driven approach that seeks to develop an investable edge around underappreciated growth opportunities. The sub-advisor to the Fund is Neuberger Berman, which has managed a substantially similar strategy since 1998.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Small Cap Growth Fund II (AllianceBernstein)
The Small Cap Growth Fund II seeks to invest in small cap companies with unrecognized growth potential across sectors and company lifecycles. The sub-advisor to the Fund is AllianceBernstein, which has managed a substantially similar strategy since 2015.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Small Cap Value Fund (Columbia Threadneedle)
The Small Cap Value Fund focuses on small companies whose stocks are priced below their long-term potential, and where there may be a catalyst for positive change. The sub-advisor to the Fund is Columbia Threadneedle Investments which has managed a substantially similarly strategy since 2010.
Small Cap Value Fund II (American Century)
The Small Cap Value Fund II seeks higher returns, lower volatility and attractive yields while providing consistent small cap value exposure. The Fund invests in high-quality, small-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 1995.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Small Cap Value III Fund (PIMCO)
The Small Cap Value III Fund is a quantitative, model driven strategy, which earns alpha through stock selection driven by signals. Through this quantitative approach, the PIMCO team identifies short-term mispricing of stocks by combining valuation and style diversification measures.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.