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Royce Funds

RYVPX Rating, Research - Royce Value Plus Svc
RYVFX Rating, Research - Royce Value Svc
RYTFX Rating, Research - Royce Total Return Svc
RYSEX Rating, Research - Royce Special Equity Invmt
RYPRX Rating, Research - Royce Premier Invmt

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of assets in common stock and securities convertible into common stock of small capitalization companies, including companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000 Index. These common stocks (see stock research) are of well-established U.S. companies that the advisor believes are under-priced based on traditional measures of valuation such as price-to-cash flow and price-to-earnings ratios.

Management Analysis Update

Performance Analysis Update

General Information Update

Name: Royce Total Return Invmt
Symbol: rytrx
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