
See exactly how TRLIX'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 aims to generate a strong long-term total return, mainly by growing the value of its holdings, primarily through investments in large, established U.S. companies. Typically, at least four-fifths of its assets are committed to large-capitalization equity securities. The strategy involves selecting shares of major American corporations, as represented by the Russell 1000® Value Index, that the fund's investment manager believes are currently trading below their true potential worth. The fund also has the flexibility to allocate up to 20% of its assets to international investments.
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