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Royce Pennsylvania Mutual R (RPMRX)

7.19
-0.08
(-1.10%)
At close: October 5 at 8:00:48 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Augsburger Aktienbank AG

Fund Summary

Normally, the fund invests at least 65% of its net assets in equity securities of such small- and micro-cap companies. Although it normally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries. The fund may invest in other investment companies that invest in equity securities.

Fund Overview

Category Small Blend
Fund Family Royce Investment Partners
Net Assets 1.57B
YTD Return 3.86%
Yield 0.00%
Morningstar Rating
Inception Date Nov 08, 2005

Performance & Risk

YTD Return 3.86%
5y Average Return 5.36%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

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