The Impact of Small- and Micro-Cap Investment Experience on Average Weekly Trading Volume
Insights into Financial Performance and Expense Information
A Look at the Numbers
As of August 28, 2024, the average weekly trading volume of approximately 504,885 shares reflects the Fund’s adviser’s more than 50 years of small- and micro-cap investment experience. This wealth of knowledge and expertise has contributed to the closing prices as of July 31, 2024, with a Net Asset Value (NAV) of 11.19 and a Market Value (MKT) of 9.93.
Analyzing Returns
The average annual total return as of July 31, 2024, shows promising numbers for investors. With one-month returns at 5.97% (NAV) and 8.05% (MKT), year-to-date returns at 11.04% (NAV) and 11.66% (MKT), and impressive longer-term returns over three, five, and ten years, this Fund proves to be a strong performer in the market.
Performance and Expense Information
It’s important to note that all performance information reflects past performance, presented on a total return basis, net of the Fund’s investment advisory fee, and includes the reinvestment of distributions. While past performance is no guarantee of future results, current performance may vary.
How Does This Impact Me?
For individual investors, the Fund’s strong performance and experienced adviser provide opportunities for potential growth and returns on investments. By leveraging the expertise of professionals with a proven track record in small- and micro-cap investments, investors can feel confident in their financial decisions.
The Global Impact
On a larger scale, the Fund’s success and performance contribute to the overall stability and growth of the financial markets. By showcasing consistent returns and expertise in niche markets, this Fund sets a positive example for other investment opportunities and professionals worldwide.
In Conclusion
As we reflect on the impact of small- and micro-cap investment experience on average weekly trading volume, it’s clear that expertise and performance go hand in hand in the financial world. With a strong track record and promising returns, this Fund offers both individual investors and the global market a beacon of stability and growth.
