Mid Cap Growth Fund (BlackRock)
The Mid Cap Growth Fund is a high conviction, mid cap growth strategy that combines diversified sources of growth and seeks to outperform in all markets. The sub-advisor to the Fund is BlackRock, which has managed a substantially similar strategy since 2016.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Mid Cap Growth II Fund
(Janus Henderson)
The Mid Cap Growth II Fund is led by a long-tenured team that looks for sustainable growth companies with predictable and transparent revenue streams, large addressable markets, and a strong industry backdrop. Additionally, they seek companies with a competitive advantage, high-quality business models and disciplined management teams. Once they identify attractive growth companies, they look for attractive risk/reward entry points based on DCF analysis and relative valuation to identify upside relative to downside risk.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Mid Cap Value Fund
(American Century)
The Mid Cap Value Fund seeks to consistently deliver higher returns and lower volatility through investments in high-quality, mid-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 2013.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Mid Cap Value II Fund
(AllSpring)
The Mid Cap Value Fund focuses on exploiting market inefficiencies that exist due to commonly used stock valuation techniques by focusing on the balance sheet to determine the value-creation that may not be properly priced into the stock. The sub-advisor to the Fund is AllSpring who has managed a similar mid cap value strategy since 2005.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.