Investment spotlight
Asset class: Equity income
Morningstar category: Large value
NAA uses a proprietary “h-factor score” in securities selection aiming to identify underpriced and overpriced securities.
Asset class: U.S. Equity
Morningstar category: Large growth
Jacobs Levy uses an “all-weather” strategy designed to perform well in various market environments.
Asset class: U.S. Equity
Morningstar category: Large blend
This fund seeks a high level of total return from a diversified portfolio of equity securities.
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