RYPNX Rating, Research - Royce Opportunity Invmt

Royce Opportunity Invmt (rypnx)

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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 = 13

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a set of underlying T. Rowe Price mutual funds representing various asset classes and sectors. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. It normally invests 79% in stocks (see stock research) and 21% in bonds. The funds non-diversified.

Management Analysis Update

Performance Analysis Update