By Portfolio Application

Alternative income and return potential from active REIT manager. Value-oriented equity strategy diversified across property types and geographic regions.

A flexible asset allocation fund managed by a veteran team that searches for the best values in the global equity and fixed income markets.

High-conviction world stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.

High-conviction US stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.

High conviction international stock fund run by Aziz Hamzaogullari and his growth equity team. Focuses only on high-quality companies believed to have long-term secular growth and sustainable business models.

A high conviction, multi-thematic world stock fund that fully integrates ESG considerations throughout the process to manage risk and generate competitive long-term returns.

Diversify internationally and pursue long-term returns with a fund that integrates Environmental, Social and Governance principles across the investment process.

A high conviction, multi-thematic US stock fund that fully integrates ESG considerations throughout the process to manage risk and generate long-term results.

A diversified core equity holding combining complementary, fundamentally driven value and growth strategies.

Actively managed core US equity fund that combines the expertise of Bill Nygren of Harris Associates and Aziz Hamzaogullari of Loomis Sayles.

High conviction mid-cap value ETF that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

High-conviction value stock ETF that seeks significant returns using flexibility across market cap and style.

Actively managed balanced fund and core holding run by veteran manager Clyde McGregor since 1995.

Concentrated, actively managed large blend US equity fund.

Concentrated, actively managed, flexible all cap world stock fund.

Concentrated, actively managed high-conviction world stock fund.

Flexible, focused foreign large-blend fund actively managed by award-winning value investor David Herro since its inception in 1992.

Foreign, actively managed small-/mid-blend equity fund.

Concentrated, high-conviction US mid-/large-cap equity fund.

High-conviction emerging markets stock fund that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

High-conviction international small cap stock fund that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

High-conviction mid-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

High-conviction value stock fund that seeks significant returns using flexibility across market cap and style.

High-conviction small-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

An active small cap growth fund built on a strong bottom-up fundamental research framework.

An active small cap growth fund built on a strong bottom-up fundamental research framework.

An active small cap growth fund built on a strong bottom-up fundamental research framework.

An actively managed emerging market equity fund built on a strong bottom-up fundamental research framework.

An actively managed global growth fund built on a strong bottom-up fundamental research framework.

An actively managed international growth fund built on a strong bottom-up fundamental research framework.

An active international value fund built on a combination of relative value analysis and fundamental review leads to a holistically balanced portfolio, diversified across traditional value and transitional value.

An actively managed small cap value fund built on a strong bottom-up fundamental research framework.

An actively managed international small cap growth fund built on a strong bottom-up fundamental research framework.

An actively managed small cap growth fund built on a strong bottom-up fundamental research framework.