Vaughan Nelson Investment Management
|Managed the Fund Since||Joined the Firm||Began Investment Career|
Low-volatility diversified stock fund using an actively managed portfolio of written index call options and purchased index put options to reduce risk.
Opportunistic, value-oriented fixed income portfolio actively managed by Elaine Stokes, Matt Eagan and Brian Kennedy.
Core large blend US equity value fund actively managed by veterans Bill Nygren and Kevin Grant since 2000.
An actively managed international growth fund built on a strong bottom-up fundamental research framework.
- Equity Securities Risk:
- Equity securities are volatile and can decline significantly in response to broad market and economic conditions.
- Non-Diversified Risk:
- Non-diversified funds invest a greater portion of assets in fewer securities and therefore may be more vulnerable to adverse changes in the market.
- Options Risk:
- Options may be used for hedging purposes, but also entail risks related to liquidity, market conditions and credit that may increase volatility. The value of the fund’s positions in options may fluctuate in response to changes in the value of the underlying asset. Selling call options may limit returns in a rising market.
- Value Investing Risk:
- Value investing carries the risk that a security can continue to be undervalued by the market for long periods of time.
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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