SubadvisorWellington Management Company LLP
Barrow, Hanley, Mewhinney & Strauss, LLC
Morningstar CategorySmall Blend
- Shaun F. Pedersen | Wellington Management Company LLP | Managed the fund since October 2009
- Timothy J. McCormack, CFA | Wellington Management Company LLP | Managed the fund since October 2009
- James S. McClure, CFA | Barrow, Hanley, Mewhinney & Strauss, LLC | Managed the fund since October 2009
- John P. Harloe, CFA | Barrow, Hanley, Mewhinney & Strauss, LLC | Managed the fund since October 2009
This Fund seeks to maximize total return through investment primarily in small capitalization equity securities.
The investment seeks to maximize total return. The fund invests primarily in common stocks of small-capitalization companies that the subadvisers believe are undervalued. It normally invests at least 80% of its net assets in equity securities of companies whose market capitalizations at the time of purchase are within the market capitalization range of companies included in the Russell 2000® Index or the S&P SmallCap 600 Index. The fund typically invests most of its assets in U.S. companies, but may invest up to 20% of its total assets in foreign securities, including emerging market securities. It may hold a portion of its assets in cash or cash equivalents.
Fund BasicsReturn to Top
The Fund’s Principal Risks include - Cash Position Risk, Equity Securities Risk, Foreign Investment Risk; Emerging Markets Risk; Currency Risk, Liquidity Risk, Management Risk, Market Risk, Preferred Stock Risk, Sector Risk, Small and Mid-Cap Company Risk, Valuation Risk, and Value Company Risk. Please refer to the summary prospectus (a copy can be obtained by sending an email to email@example.com) for more information on the specific risks.