Strategy

Investment Objective

The fund's objective is to seek long-term growth of capital.

US Mutual Fund Vendor Indices Disclaimers

View platform information

On April 5, 2023 the fund's name changed from QM U.S. Small & Mid-Cap Core Equity Fund to Integrated U.S. Small-Mid Cap Core Equity Fund.

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1

© 2023 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

2

Number of years managing the fund.  In the case of co-portfolio management, the longer tenure is displayed.

3

Figure applies to all share classes.

202304-2870104

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