Royce Pennsylvania Mutual Fund Quote
| RPMIX Fund | USD 9.21 0.09 0.99% |
PerformanceGood
| Odds Of DistressLow
|
Royce Pennsylvania is trading at 9.21 as of the 23rd of July 2025; that is 0.99 percent up since the beginning of the trading day. The fund's open price was 9.12. Royce Pennsylvania has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of such small-cap companies, under normal circumstances. Although the fund generally focuses on securities of U.S. companies, it may invest up to 25 percent of its net assets in securities of companies headquartered in foreign countries. More on Royce Pennsylvania Mutual
Moving together with Royce Mutual Fund
Royce Mutual Fund Highlights
| Fund Concentration | Royce Funds, Large Funds, Small Blend Funds, Small Blend, Royce, Large, Small Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
Royce Pennsylvania Mutual [RPMIX] is traded in USA and was established 23rd of July 2025. Royce Pennsylvania is listed under Royce category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Royce family. This fund at this time has accumulated 2.12 B in assets with no minimum investment requirementsRoyce Pennsylvania Mutual is currently producing year-to-date (YTD) return of 1.87% with the current yeild of 0.01%, while the total return for the last 3 years was 13.12%.
Check Royce Pennsylvania Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Royce Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Royce Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Royce Pennsylvania Mutual Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Royce Pennsylvania Mutual Mutual Fund Constituents
| AL | Air Lease | Stock | Industrials | |
| KLIC | Kulicke and Soffa | Stock | Information Technology | |
| UPLD | Upland Software | Stock | Information Technology | |
| KAI | Kadant Inc | Stock | Industrials | |
| ARES | Ares Management LP | Stock | Financials | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| USPH | US Physicalrapy | Stock | Health Care | |
| ESI | Element Solutions | Stock | Materials |
Royce Pennsylvania Mutual Risk Profiles
| Mean Deviation | 0.8723 | |||
| Semi Deviation | 0.7094 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.34 |
Royce Pennsylvania Against Markets
Other Information on Investing in Royce Mutual Fund
Royce Pennsylvania financial ratios help investors to determine whether Royce Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Royce with respect to the benefits of owning Royce Pennsylvania security.
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