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Investment Objective: 

The Fund strives to consistently outperform the Russell 1000 Value Index and value benchmarks over the long-term.  The Fund will buy attractive companies at value prices in accordance with rigorous price discipline based on discounting future cash earnings, and will hold for the long-term.


The Sub-Advisor: 

NFJ Investment Group was founded in 1989 and is located in Dallas, Texas.  NFJ employs a deep value equity investment style emphasizing fundamentally sound, undervalued, dividend-paying stocks that contribute to the total return while helping to moderate volatility.  The firm is a wholly owned subsidiary of Allianz Global Investors Managed Accounts LLC. Allianz Global Investors currently manage over €250 billion¹ in assets.

Risk/Return Rating: 
Fund Advisor: 
NFJ Investment Group
Benchmark Index: 
Russell 1000 Value