RYOTX Rating, Research - Royce Micro-Cap Invmt

Royce Micro-Cap Invmt (ryotx)

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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 = 5

Threats + Weaknesses = 0

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

Fund Management Team

Fund Description Update

Royce Micro-Cap Invmt (RYOTX) Description: RYOTX is a mutual fund, which is an investment that owns a basket of assets. The RYOTX 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. RYOTXs minimum initial investment amount is $2000 while the IRA minimum is $1000. RYOTXs expense ratio is roughly 2%. The latest RYOTXs front end load was 0% and the back end load was 0%. The Royce Micro-Cap Invmt (RYOTX) mutual fund falls under the small mixed category. RYOTX focuses its investments in USA and RYOTX is not affiliated with a particular industry or fund sector. The Royce Micro-Cap Invmt (RYOTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RYOTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RYOTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities (see equity research) issued by companies with small market capitalizations. These companies generally have market capitalizations that fall within the range of the Russell 2000 index or the Standard & Poors SmallCap 600 index. It invests primarily in common stocks (see stock research). The fund may invest in domestic and foreign issuers, as well as growth stocks (see stock research), value stocks (see stock research), or both.

Management Analysis Update

Performance Analysis Update