The investment seeks to achieve long-term total return with an emphasis on risk-adjusted returns and managing volatility in the fund. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in the securities of small-capitalization companies. The fund's assets normally are allocated between two investment managers, each of which will manage its portion of the fund using a different but complementary investment strategy. The Active Allocated Portion will consist of approximately 50% of the fund's net assets; the index Allocated Portion will consist of approximately 50% of the fund's net assets.