Mutual Funds

 

Fact Sheets, Commentaries & Attribution

Our most recent quarterly fact sheets and commentaries are available below. Each fact sheet contains detailed product information in a printable PDF. To download a fact sheet or commentary, click the icon in the appropriate class next to a product.

Equity

Equity Funds Fact Sheet
Class I/Y/R
Commentary Attribution Characteristics
Global Allocation Fund - -
Global Growth Fund - -
Growth Fund - -
Small Cap Growth Fund - -
Small Cap Value Fund - -
Small/Mid Cap Growth Fund - -

Fixed

Global

Global Funds Fact Sheet
Class I/Y/R
Commentary Attribution Characteristics
Global Allocation Fund -
Global Bond Fund
Global Growth Fund -

Alternatives

Multi

Multi-Asset Funds Fact Sheet
Class I/Y/R
Commentary Attribution Characteristics
Global Allocation Fund - -
Multi-Asset Income Fund - -

SMA




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