Mutual Funds & ETFs

The portfolio targets developedEquitymarkets in the Pacific region outside Japan, covering Australia, Hong Kong, New Zealand and Singapore. This creates a specific regional exposure rather than a broad allocation to every Asian equity market. Japan is excluded from the mandate.

The fund provides exposure to large U.S. companies through the Russell Top 200 Index. ItsInvestmentapproach follows a definedEquitybenchmark, with the portfolio reflecting the businesses and security weights represented by that index.

The fund targets U.S. transportation equities, including airlines, railroads and trucking companies. Its disclosed holdings also include passenger mobility and logistics businesses, giving the portfolio several channels of exposure to the movement of people and goods.

The portfolio targets global companies involved in extracting and producing diversified metals and industrial materials, excluding gold and silver producers from its benchmark focus. Its exposure is through company securities, rather than direct ownership of physical metals.

The fund seeks total return through a systematic, actively managed approach to global equities. It combinesInvestmentsignals with human insights and seeks returns from both long and short positions. Its reference benchmark provides context for the strategy rather than anindexreplication target.

The portfolio targets global companies involved in clean energy through an index strategy. Its disclosed positions include equipment businesses and electricity companies, so theInvestmenttheme extends across several parts of the energy system.

The portfolio provides exposure to U.S. real estateInvestmenttrusts through anindexof major property companies. Its holdings are listed securities, so ownership of the ETF gives exposure to the businesses and their assets through theEquitymarket.