Mutual Fund Insights: Royce Premier K Fund (RPRKX)

In-depth Analysis of Royce Premier K Fund (RPRKX)

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See Royce Premier K Fund (RPRKX) performance details as of February 28, 2010

  

Last Trade: $8.97 on 3/19/2010, Change: -0.11 (-1.21%)

Experiment our closing price forecasting tool for Royce Premier K Fund (RPRKX) (alpha release)

  

Fund Manager - Lauren Romeo

Fund Manager Tenure: 3.9 years   [Similar Funds: RPRCX  RPRRX  RPRWX ]
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)

Lauren Romeo joined Royce in 2004 as an analyst. Previously, Lauren Romeo was a portfolio manager at Dalton, Greiner, Hartman & Maher since 2001.  Get more insights on Lauren Romeo

  

 What we like about Royce Premier K Fund (RPRKX)

Data for Royce Premier K Fund (RPRKX) as of February 28, 2010

• Royce Premier K Fund (RPRKX) management has been with Royce Premier K Fund for 3.9 years
• Royce Premier K Fund (RPRKX) has good mid-term performance (3-year return 0.61% vs -5.22 % Mid-Cap Blend category average)
• Royce Premier K Fund (RPRKX) has good Long-term performance (5-year return 6.16% vs 1.65 % Mid-Cap Blend category average)
• Royce Premier K Fund (RPRKX) ratio of up-years vs down years is greater than 2
• Royce Premier K Fund (RPRKX) has a Morningstar rating of 4 and above
• Royce Premier K Fund (RPRKX) has an annual stock turnover rate of 11.00% vs Mid-Cap Blend average of 98.84%. It is good that Royce Premier K management does not trade extensively for its return.
• Royce Premier K Fund (RPRKX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.35, lower than category average of 24.26

  

 What we are cautious about Royce Premier K Fund (RPRKX)

Data for Royce Premier K Fund (RPRKX) as of February 28, 2010

• Royce Premier K Fund (RPRKX) has a less-than-ideal short-term performance (1-year return 60.30% vs 65.14 % Mid-Cap Blend category average)
• Royce Premier K Fund (RPRKX) has a higher management fee of 1.59% than its Mid-Cap Blend average of 1.38%
• Even though Royce Premier K Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Royce Premier K Fund (RPRKX) performance details as of February 28, 2010

  

  

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Royce Premier K Fund (RPRKX) Net Asset

Track net asset change of Royce Premier K fund (RPRKX)

Date	Net Asset
02/2010	$5.36B
01/2010	$1.64M
11/2009	$1.41M

More historic net asset information on Royce Premier K Fund (RPRKX)

  

Royce Premier K Fund (RPRKX) Portfolio Allocation

Track portfolio allocation change of Royce Premier K fund (RPRKX)

Date	Cash	Stock	Bond	Other
09/2009	8.85%	89.92%	0%	1.22%
06/2009	6.57%	92.44%	0%	0.98%
03/2009	5.17%	111.18%	0%	0.46%

Click here to see more historic asset allocation information on Royce Premier K Fund (RPRKX)

  

Most Recent Top 10 Holdings in Royce Premier K Fund (RPRKX)

Discover what Royce Premier K Fund (RPRKX) manager is buying

30-Sep-09 UNIT CP [2.5%] THOR INDS INC [2.44%] Lincoln Electric Holdings, Inc. [2.44%] Fossil, Inc. [2.27%] I T T EDUCATION SVCS [2.24%] RELIANCE STL & ALMN [2.14%] Knight Capital Group, Inc. [2.11%] SIMS METAL MGMT LTD [2.09%] RALPH LAUREN POLO CP [2.06%] RITCHIE BROS AUCTION [2.01%]

30-Jun-09 SIMS METAL MANAGEMENT LTD [2.82%] I T T EDUCATION SVCS [2.66%] Fossil, Inc. [2.51%] RELIANCE STEEL & ALUMINUM [2.38%] RITCHIE BROS AUCTIONEERS [2.35%] Lincoln Electric Holdings, Inc. [2.28%] ALLEGHANY [2.25%] PLAINS ALL AMERICAN PIPELINE [2.16%] UNIT [2.06%] Schnitzer Steel Industries, Inc [2.06%]

31-Mar-09 Price/Earnings [0%] N/A [0%] N/A [0%] Median Market Cap [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Royce Premier K Fund (RPRKX)

  

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See more information on Royce Premier K Fund (RPRKX)

• Royce Premier K Fund Insights
• Royce Premier K Fund Performance Data
• Royce Premier K Fund News
• Royce Premier K Fund Score Explaination
• Royce Premier K Fund Manager Information
• Historic Royce Premier K Fund Asset Allocation Report
• Historic Royce Premier K Fund Top 10 Holding Tracking
• Historic Royce Premier K Fund Asset Under Management Tracking