Royce Special Equity Fund uses a disciplined value approach that combines classic value analysis with accounting cynicism. The Fund focuses on companies with market capitalizations up to $2.5 billion, attempting to find inexpensive companies with high returns on invested capital and low leverage.

Life cycle investing allows not only to set clear return goals but also to rebalance a portfolio at the most appropriate rate. Manning & Napier utilizes a team approach and extensive research to provide investors in the Pro-Blend Conservative Term Series with absolute returns while minimizing risk through active asset allocation.