
See exactly how GWEIX's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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This fund's primary objective is to achieve substantial long-term capital growth for its investors. It commits a minimum of 80% of its total assets, including any capital sourced through borrowing, to equity investments in small-sized companies. Its core holdings consist of common and preferred shares issued by U.S.-based small-capitalization firms. The fund employs a flexible investment strategy, targeting high-quality businesses that demonstrate either growth prospects or value-oriented characteristics within an expansive opportunity set.
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