Literature
Downloads
| US Equity | Fact Sheet | Commentary | Holdings | Share Class |
Annual Report | Semi-annual Report | Summary Prospectus and Other Reports |
|---|---|---|---|---|---|---|---|
| Large Cap Fundamental Value | |||||||
| Large Cap Disciplined Value | |||||||
| Mid-Cap Value | |||||||
| Small Cap Value | |||||||
| Small Cap Diversified Value | |||||||
| Value Opportunities |
| International Equity | Fact Sheet | Commentary | Holdings | Share Class |
Annual Report | Semi-annual Report | Summary Prospectus and Other Reports |
|---|---|---|---|---|---|---|---|
| Global Value | |||||||
| International Value | |||||||
| International Small Cap Diversified Value |
| Fixed Income | Fact Sheet | Commentary | Holdings | Share Class |
Annual Report | Semi-annual Report | Summary Prospectus and Other Reports |
|---|---|---|---|---|---|---|---|
| High Yield |
Regulatory Resources
- Annual Financial Statements And Additional Information (6-30-25)
- Semi-Annual Financial Statements and Additional Information (12-31-25)
- First quarter portfolio holdings (9-30-25)
- Prospectus
- Third quarter portfolio holdings (3-31-25)
- Statement of Additional Information
- Proxy Voting Record (7-1-24 To 6-30-25)