RYOFX Rating, Research - Royce Opportunity Svc

Royce Opportunity Svc (ryofx)

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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 = 13

Threats + Weaknesses = 11

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks the highest total return consistent with its asset mix. The fund invests in other American Century mutual funds that represent a variety of asset classes and investment styles. The target date in the fund name refers to the approximate year an investor plans to retire and stop making new investments in the fund. The current target allocation of the funds to invest 72.1% of assets in underlying funds that invest in stocks (see stock research), 24.9% of assets in underlying funds that invest in bonds, and 3% of assets in underlying funds that invest in cash equivalents.

Management Analysis Update

Performance Analysis Update