|255 Liberty Street , New York, NY 10286|
|Fund Manager||Peter D. Goslin|
|Manager Tenure||6 Years 7 Months|
The fund seeks to maximize capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of midsize companies. The fund currently defines "midsize companies" as companies included in the Russell Midcap Index, the fund's benchmark index. The fund's portfolio managers apply a systematic, quantitative investment approach designed to identify and exploit relative misvaluations primarily within mid-cap stocks in the U.S. stock market. The portfolio managers use a proprietary valuation model that identifies and ranks stocks to construct the fund's portfolio. The portfolio managers construct the fund's portfolio through a systematic structured approach, focusing on stock selection as opposed to making proactive decisions as to industry or sector exposure. Within each sector and style subset, the fund overweights the most attractive stocks and underweights or zero weights the stocks that have been ranked least attractive. The fund typically will hold between 100 and 250 securities.
|Asset Type||% Of Allocation|
|Total Net Assets||2.18 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$750|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|MAA||MID AMERICA APARTMENT COMMUNI||1.38%|
|PH||PARKER HANNIFIN CORP||1.36%|
|ODFL||OLD DOMINION FREIGHT LINE||1.25%|
|CDNS||CADENCE DESIGN SYSTEMS INC||1.20%|
|FR||FIRST INDUSTRIAL REALTY TRUST||1.19%|
|IDXX||IDEXX LABORATORIES INC||1.06%|
|ASB||ASSOCIATED BANC CORPORATION||1.04%|
|PEG||PUBLIC SERVICE ENTERPRISE GRO||1.02%|
|A||AGILENT TECHNOLOGIES INC||1.01%|
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