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Vaughan Nelson Investment Management

  Managed the Fund Since Joined the Firm Began Investment Career
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Kevin A. Ross, CFA®

Senior Portfolio Manager
2017 2019 2005
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Marco P. Priani, CFA®

Senior Portfolio Manager
2018 2019 2001
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Vaughan Nelson Investment Management specializes in mid-cap, all-cap, and small-cap equity strategies.

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RISKS

Foreign and Emerging Market Securities Risk:
Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets.
Equity Securities Risk:
Equity securities are volatile and can decline significantly in response to broad market and economic conditions.

* Marco Priani previously served as Portfolio Manager of the Fund from inception in November 2013 through July 2017.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

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