Mutual Funds & ETFs

The fund targets global energy equities, including companies producing and distributing oil and gas. Its exposure is to listed businesses rather than direct physical ownership of energy commodities. The benchmark defines a sector-specific investment universe across global markets.

The fund uses active management to invest inMunicipal Bondsand seeks federally tax-exempt income and total return. The investment approach allowsCreditresearch and portfolio selection to shape exposure. Tax treatment depends on the investor and the nature of distributions, so the objective does not establish that …

The fund targets large and mid-sized U.S. growth companies. The index uses measures including earnings, sales,Cash FlowandBook Valuegrowth to define its investment universe. This creates a style-based allocation within U.S. equities rather than a portfolio representing every company equally.

The fund invests in U.S. dollar-denominated collateralised loan obligations through an actively managed strategy. These are structuredCreditsecurities backed by loan portfolios. Their payment arrangements and structural protections differ from those of a conventionalCorporate Bondissued by one operating company.

The fund targets corporate bonds maturing in 2026 through a defined maturity-year index. Its structure differs from a continuing bond portfolio that continually maintains a similar maturity profile. The 2026 target year makes the composition of remaining bonds and cash-related investments particularly relevant.

The fund targets corporate bonds maturing in 2031. This defines a particular calendar-year exposure within corporate fixed income. A maturity-year mandate can support a bond ladder structure, but the ETF itself remains a traded portfolio whose value changes with its holdings.

The fund targets U.S. dollar-denominated corporate bonds with remaining maturities greater than ten years. This puts longMaturityCreditat the centre of its investment mandate. The portfolio therefore combines exposure to corporate repayment obligations with sensitivity to changes in market interest rates.