Royce Financial Services Svc (ryfsx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Royce Financial Services Svc (RYFSX) Description: RYFSX is a mutual fund, which is an investment that owns a basket of assets. The RYFSX 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 small fund size classification. RYFSXs minimum initial investment amount is $2000 while the IRA minimum is $1000. RYFSXs expense ratio is roughly 1%. The latest RYFSXs front end load was 0% and the back end load was 0%. The Royce Financial Services Svc (RYFSX) mutual fund falls under the financial category. RYFSX focuses its investments in USA and RYFSX is focused on the financial industry or fund sector. The Royce Financial Services Svc (RYFSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RYFSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RYFSXs research report features technical analysis and long term investment potential.
This investment vehicle seeks long-term capital appreciation. The fund normally invests at least of its net assets in the equity securities (see equity research) of micro-, small- and/or mid-cap companies with market capitalizations up to $5 billion that are ??principally? engaged in the financial services industry. Although the Fund normally focuses on securities of financial services companies with market capitalizations up to $5 billion, it may invest an equal or greater percentage of its assets in securities of larger-cap companies and may invest up to 35% of its net assets in foreign securities.