PENNX Rating, Research - Royce Pennsylvania Mutual Invmt

Royce Pennsylvania Mutual Invmt (pennx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 8

Threats + Weaknesses = 4

When strengths & opportunities substantially exceed threats & weaknesses an investment in the pennx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Royce Pennsylvania Mutual Invmt (PENNX) Description: PENNX is a mutual fund, which is an investment that owns a basket of assets. The PENNX mutual fund was provided by Royce and this investment vehicle derives the majority of its value from equity holdings (stocks). Royces mutual fund has a long management tenure and is in the large fund size classification. PENNXs minimum initial investment amount is $2000 while the IRA minimum is $1000. PENNXs expense ratio is roughly 1%. The latest PENNXs front end load was 0% and the back end load was 0%. The Royce Pennsylvania Mutual Invmt (PENNX) mutual fund falls under the small mixed category. PENNX focuses its investments in USA and PENNX is not affiliated with a particular industry or fund sector. The Royce Pennsylvania Mutual Invmt (PENNX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PENNXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PENNXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in the equity securities (see equity research) of small- and mid-cap companies, those with stock market capitalizations from $500 million to $5 billion. It normally invests at least 80% of net assets in equity securities (see equity research) of such small- and/or mid-cap companies. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 25% of net assets in foreign securities.

Management Analysis Update

Performance Analysis Update