Easterly Snow Small Cap Value Fund Class I (SNWIX) Research
This fund primarily aims for significant long-term growth of the money invested. It dedicates at least 80% of its total assets to equity holdings in smaller companies, specifically those whose market capitalization aligns with the range of the Russell 2000 Value® Index. These stock-based investments can include ordinary and preferential shares, convertible securities, and even units of other investment funds or exchange-traded funds (ETFs) that focus on small-capitalization equities. Additionally, the fund has the flexibility to allocate up to 15% of its net assets to debt instruments issued by the U.S. government or its agencies.
Market snapshot
- Symbol
- SNWIX
- Price
- $84.16
- Day change
- +1.34%
- Market cap
- $47.6M
- 52-week range
- 60.21-85.43
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Pacific/Asia Fund Class A (CASAX)
- Dana Concentrated Dividend ETF (DIVE)
- Glenmede Total Market Portfolio (GTTMX)
- Gotham Large Value Institutional (GVALX)
- Wedgewood Fund Class Retail (RWGFX)
- Rydex Consumer Products Fund Class Investor (RYCIX)
- Guggenheim Alpha Opportunity Fund Institutional Class (SAOIX)
- ProFunds Small Cap Growth Fund Investor Class (SGPIX)
Open Easterly Snow Small Cap Value Fund Class I (SNWIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.