RVPHX Rating, Research - Royce Value Plus Invmt

Royce Value Plus Invmt (rvphx)

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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 = 16

Threats + Weaknesses = 12

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

Fund Management Team

Fund Description Update

Royce Value Plus Invmt (RVPHX) Description: RVPHX is a mutual fund, which is an investment that owns a basket of assets. The RVPHX 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 medium management tenure and is in the average fund size classification. RVPHXs minimum initial investment amount is $100000 while the IRA minimum is $100000. RVPHXs expense ratio is roughly 1%. The latest RVPHXs front end load was 0% and the back end load was 0%. The Royce Value Plus Invmt (RVPHX) mutual fund falls under the small growth category. RVPHX focuses its investments in USA and RVPHX is not affiliated with a particular industry or fund sector. The Royce Value Plus Invmt (RVPHX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RVPHXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RVPHXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of undervalued small companies whose market capitalizations are within the 12-month average of the maximum market capitalization for companies included in the Russell 2000 Value Index. It may invest assets in derivatives.

Management Analysis Update

Performance Analysis Update