RYPFX Rating, Research - Royce Pennsylvania Mutual Svc

Royce Pennsylvania Mutual Svc (rypfx)

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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 = 8

Threats + Weaknesses = 4

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund primarily invests in common stocks (see stock research) of micro-cap companies with a market capitalization of $300 million or less at the time of purchase. It focuses on micro-cap companies which appear to be underpriced relative to their private market value. Private market value is the value the adviser believes informed investors would be willing to pay to acquire a company. Micro-cap companies may also be new or unseasoned companies that can also be engaged in new and emerging industries.

Management Analysis Update

Performance Analysis Update