
See exactly how TPVIX'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 aim is the sustained appreciation of capital, complemented by a secondary goal of generating current income. To achieve these objectives, the fund primarily allocates a minimum of 80% of its total holdings to American equities, focusing on those companies whose market values align with the constituents of the Russell 2000 Index. Its investment methodology follows a value-oriented approach. Typically, value strategies prioritize companies whose share prices appear undervalued when compared to fundamental metrics like earnings and book value, frequently resulting in shares that offer higher-than-average dividend payouts.
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