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New Opportunities Fund 


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Managed by
Brandywine Global Investment Management

Institutional boutique manager that focuses on value investing across equity, global, fixed-income, and alternative asset classes

GW&K Investment Management

Boutique manager using both fundamental research and quantitative screening to identify high-quality small companies with sustainable, above-average earnings growth in niche markets


Dimensional Fund Advisors

A pioneer in applying insight from academic research to a systematic investment process that pursues higher expected returns through advanced portfolio design and implementation

Risk disclosures