Our international equity funds invest in foreign companies the portfolio managers believe have the best combination of relative value and earnings growth. The strategy follows the premise that foreign stocks with positive earnings characteristics purchased at a reasonable valuation may provide higher returns relative to domestic stocks over time and that a portfolio well-diversified across regions and sectors helps to manage risk.
Our alternative strategy includes three 130/30 Funds which seek to outperform the benchmark by establishing long and short positions in equities using an active strategy the portfolio managers believe yields the best combination of alpha, transaction costs and risk.
| Fund Name | Category | Overall | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|
| International Equity | Foreign Large Blend |  (654) |  (654) | (470) | (257) |
| International Equity Index | Foreign Large Blend | (654) | (654) | (470) | (257) |
| Large Cap Quantitative Equity | Large Blend | (1820) |  (1820) | (1462) | N/A |
Funds that do not yet have a Morningstar rating: International Equity 130/30, Real Estate 130/30, U.S. Equity 130/30.
For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and is rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. Morningstar Rating is for the Institutional share class only; other classes may have different performance characteristics.
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