RYTFX Rating, Research - Royce Total Return Svc

Royce Total Return Svc (rytfx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 16

Threats + Weaknesses = 10

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund invests at least 80% of net assets in small-capitalization companies which have market capitalizations of less than $3 billion. It may invest up to 25% of the assets in securities within a single industry. For portfolio construction purposes, the fundses the S&P Small-Cap 600 Index as a sector-weighting guide. It attempts to be well-balanced across major economic sectors.

Management Analysis Update

Performance Analysis Update