Large Cap Growth Fund (ClearBridge)
The Large Cap Growth Fund takes a concentrated, long-term approach to generating growth by owning three types of growth companies that can thrive through varying market environments. The sub-advisor to the Fund is ClearBridge 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.
Large Cap Growth Fund II
(JPMorgan)
The Large Cap Growth Fund II seeks to invest in companies with large markets, sustainable competitive advantages and strong price momentum. The Fund seeks to harness the return potential of America's fastest-growing companies. The sub-advisor to the Fund is JPMorgan, which has managed a substantially similar strategy since 1992.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Large Cap Growth III Fund (AllianceBernstein)
The Large Growth III Fund seeks long-term capital growth by investing in equity securities of large cap growth companies. High conviction, concentrated portfolio that is typically composed of 50–70 stocks. The team uses bottom-up research to identify companies with high levels of profitability that can reinvest above their cost of capital to generate long-term growth. Our research approach leads to a portfolio of companies that can unlock the power of compounding and deliver investment success over time. We believe that a portfolio of exceptional business models can deliver strong risk-adjusted returns.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Large Cap Growth IV Fund
(American Century)
The Large Cap Growth Fund IV focuses on finding names with a history of high profits and good prospects to keep them that way, companies whose competitive advantages can deliver sustainable growth, or a business with improving fundamentals. They employ a quantitative model to help find prospects, dive deep into company financials, and meet with management to confirm suspected drivers of growth and to asses their durability.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Large Cap Value Fund
(Putnam)
The Large Cap Value Fund focuses on large companies whose stocks are priced below their long-term potential, and where there may be a catalyst for positive change. The Fund places a distinct emphasis on companies that can grow their dividends and are able and willing to return cash to shareholders. The sub-advisor to the Fund is Putnam Investments, which has managed a substantially similar strategy since 1977.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Large Cap Value Fund II (MFS)
The Large Cap Value Fund II uses a long-term investment time horizon and employs a flexible valuation approach, placing a heavy emphasis on cash flow and returns-based methodologies. The Fund has a keen focus on downside risk management in all market environments. The sub-advisor to the Fund is MFS, which has managed a substantially similar strategy since 2006.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Large Cap Value Fund III
(JPMorgan)
The Large Cap Value Fund III utilizes a fundamental bottom-up process focusing on identifying stocks representing an intersection of quality and value characteristics in building a "relative value" oriented portfolio. The portfolio management team focuses on competitively advantaged firms with good balance sheets, steady cash flows, and capable managements trading at attractive prices.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.