Morningstar CategoryLarge Value
- Michael F. Farrell | Barings LLC | Managed the fund since October 2000
- Chris C. Cao | Barings LLC | Managed the fund since June 2001
This Fund seeks to create a diversified portfolio of equity securities in order to outperform the total return performance of its benchmark, the Russell 1000® Value Index*.
The investment seeks to outperform the total return performance of its benchmark index, the Russell 1000® Growth Index, while maintaining risk characteristics similar to those of the benchmark. The fund invests substantially all (but no less than 80%) of its net assets in common stocks of companies whose market capitalizations at the time of purchase are within the market capitalization range of companies included within the Russell 1000 Growth Index ("index"). The index is an unmanaged index that contains those stocks with a greater than average growth orientation among the stocks of the 1000 largest U.S. companies based on total market capitalization.
Fund BasicsReturn to Top
The Fund’s Principal Risks include - Cash Position Risk, Derivatives Risk, Equity Securities Risk, Frequent Trading/Portfolio Turnover Risk, Indexing Risk, Large Company Risk, Liquidity Risk, Management Risk, Market Risk, Valuation Risk, Value Company Risk. Please refer to the summary prospectus (via the link below or by sending an email to email@example.com) for more information on the specific risks.