RGFAX Rating, Research - Royce Heritage Svc

Royce Heritage Svc (rgfax)

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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 = 14

Threats + Weaknesses = 8

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

Fund Management Team

Fund Description Update

Royce Heritage Svc (RGFAX) Description: RGFAX is a mutual fund, which is an investment that owns a basket of assets. The RGFAX 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 average fund size classification. RGFAXs minimum initial investment amount is $2000 while the IRA minimum is $1000. RGFAXs expense ratio is roughly 1%. The latest RGFAXs front end load was 0% and the back end load was 0%. The Royce Heritage Svc (RGFAX) mutual fund falls under the small mixed category. RGFAX focuses its investments in USA and RGFAX is not affiliated with a particular industry or fund sector. The Royce Heritage Svc (RGFAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RGFAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RGFAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital growth. The fund normally invests at least 80% of investable assets in equity and equity-related securities of small, less well-known companies. In deciding which stocks (see stock research) to buy, it uses a blend of both value and growth styles. The fund currently considers small companies to be those with a market capitalization less than the largest market capitalization of the Russell 2500 Index at the time of investment.

Management Analysis Update

Royce Heritage Svc's executives / managers make better investing decisions, because their assets are invested along side their client's. Royce Heritage Svc's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update