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.
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The Fund’s Principal Risks include - Bank Loans Risk, Below Investment Grade Fixed Income Securities Risk, Cash Position Risk, Convertible Securities Risk, Credit Risk, Defaulted and Distressed Securities Risk, Derivatives Risk, Dollar Roll and Reverse Repurchase Agreement Transaction Risk, Equity Securities Risk, Fixed Income Securities Risk, Foreign Investment; Emerging Markets; Currency Risk, Frequent Trading/Portfolio Turnover Risk, Growth Company Risk, Large Company Risk, Leveraging Risk, Liquidity Risk, Management Risk, Market Risk, Mortgage-and Asset-Backed Securities Risk, Preferred Stocks Risk, Quantitative Models Risk, Repurchase Agreement Risk, Restricted Securities Risk, Risk of Investment in Other Funds or Pools Risk, Sector Risk, Small and Mid-Cap Company Risk, Sovereign Debt Obligations Risk, U.S. Government Risk, Valuation Risk, Value Company Risk, When-Issued, Delayed Delivery, TBA and Forward Commitment Transaction Risk. Please refer to the summary prospectus (via the link below or by sending an email to firstname.lastname@example.org) for more information on the specific risks.