Royce Pennsylvania Mutual Fund Consultant (RYPCX) seeks long-term capital appreciation. The fund invests at least 65% of its net assets in the equity securities of small and micro-cap companies. The fund invests in a more limited number of companies that have excellent business strengths, high internal rates of return and low leverage.
This Small Value product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 4.4% and 5 year 10.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
RYPCX’s performance, as of the last filing, when compared to funds in its category was in the top 52% over the past 1 year, and in the top 83% over the past 3 years and in the top 70% over the past 5 years.
The Royce Pennsylvania Mutual Fund Consultant, as of the last filing, allocates its fund in top three markets: Small Growth, Small Value and Large Value. Further, as of the last filing, Quaker Chemical, Tennant Co and First Citizens Bancshares were the top holdings for RYPCX.
This Zacks Rank #4 (Sell) was incepted in November 1972 and is managed by Royce Funds. RYPCX carries an expense ratio of 1.94% and requires a minimal initial investment of $2,000.
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Zacks Investment Research