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Royce Low Priced Stock Svc (RYLPX) Fund Ranking and Research

Ranking, Research and Recommendation of Royce Low Priced Stock Svc (RYLPX) Fund

    Last Trade: $9.85 on 5/22/2015, Change: -0.03 (-0.3%)

 

Graph of Royce Low Priced Stock Svc Fund (RYLPX) ManagerFund Manager - Carl D. Brown

Fund Manager Information

Fund Manager Tenure: 0.5 years
Fund Family: Royce
Fund Category: Small Blend
Fund Performance: Apr 29, 2015
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

Graph of Royce Low Priced Stock Svc Fund (RYLPX) ProfileRoyce Low Priced Stock Svc Fund (RYLPX) Profile

Fund Profile and Description

Royce Low Priced Stock Svc Fund seeks long-term growth of capital. Royce Low Priced Stock Svc Fund normally invests at least 80% of assets in low-priced equity securities with market price less than $25 per share. At least 65% of these securities may be issued by small and micro cap companies with market capitalization less than $2.5 billion. It may also invest up to 25% of assets in foreign securities.

 

Royce Low Priced Stock Svc (RYLPX) Fund Strength What we like about Royce Low Priced Stock Svc (RYLPX) Fund

Data for Royce Low Priced Stock Svc Fund (RYLPX) as of Apr 29, 2015

  • Royce Low Priced Stock Svc Fund (RYLPX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Royce Low Priced Stock Svc Fund (RYLPX) ratio of up-years vs down years is greater than 2
  • Royce Low Priced Stock Svc Fund (RYLPX) has an annual stock turnover rate of 29.00% vs Small Blend average of 52.90%. It is good that Royce Low Priced Stock Svc management does not trade extensively for its return.

Royce Low Priced Stock Svc Fund (RYLPX) Weakness What we are cautious about Royce Low Priced Stock Svc (RYLPX) Fund

Data for Royce Low Priced Stock Svc Fund (RYLPX) as of Apr 29, 2015

  • Royce Low Priced Stock Svc Fund (RYLPX) management has been with Royce Low Priced Stock Svc Fund for only 0.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Royce Low Priced Stock Svc Fund (RYLPX) has a less-than-ideal short-term performance (1-year return -3.96% vs 8.47% Small Blend category median performance)
  • Royce Low Priced Stock Svc Fund (RYLPX) has a less-than-ideal mid-term performance (3-year return 2.22% vs 15.08% Small Blend category median performance)
  • Royce Low Priced Stock Svc Fund (RYLPX) has a less-than-ideal Long-term performance (5-year return 3.88% vs 12.46% Small Blend category median performance)
  • Royce Low Priced Stock Svc Fund (RYLPX) has a Morningstar rating of 3 and below
  • Royce Low Priced Stock Svc Fund (RYLPX) does not have a good risk adjusted return as its 3-year Alpha of -15.52 is worse than category average of -2.68, and its 3-year Sharpe ratio is 0.22
  • Royce Low Priced Stock Svc Fund (RYLPX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.36 that is higher than category average of 12.94
  • Royce Low Priced Stock Svc Fund (RYLPX) has a higher expense ratio of 1.49% than its Small Blend average of 1.25%
  • Even though Royce Low Priced Stock Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in Royce Low Priced Stock Svc Fund (RYLPX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Royce Low Priced Stock Svc Fund (RYLPX) performance details as of Apr 29, 2015

 

What do you think?

 

Compare Royce Low Priced Stock Svc Fund (RYLPX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Royce Low Priced Stock Svc2.75-3.962.223.88
QS Batterymarch US Sm Cap Eq FI (LGSCX)2.9914.1817.6614.47Compare
Bogle Small Cap Growth Instl (BOGIX)5.288.2119.9716.79Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.2812.1617.7213.89Compare

See top fund managers for Small Blend Category Funds

 

Compare Royce Low Priced Stock Svc Fund (RYLPX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Schwab U.S. Small-Cap ETF (SCHA)2.86%9.98%17.35%
iShares Russell 2000 Index (IWM)1.62%9.68%15.95%
iShares Morningstar Small Core Index (JKJ)1.40%9.32%15.94%
First Trust Dow Jones Select MicroCp Idx (FDM)0.79%9.24%16.53%
Vanguard S&P Small-Cap 600 Index ETF (VIOO)1.53%9.11%16.67%

 

Graph of Royce Low Priced Stock Svc Fund (RYLPX) Net Asset TrackingRoyce Low Priced Stock Svc (RYLPX) Fund Net Asset

Track net asset change of Royce Low Priced Stock Svc fund (RYLPX)

DateNet Asset
04/2015$576.87M
03/2015$577.05M
02/2015$631.81M
More historic net asset information on Royce Low Priced Stock Svc Fund (RYLPX)

  

Graph of Royce Low Priced Stock Svc Fund (RYLPX) Portfolio TrackingRoyce Low Priced Stock Svc (RYLPX) Fund Portfolio Allocation

Track portfolio allocation change of Royce Low Priced Stock Svc fund (RYLPX)

DateCashStockBondOther
03/20153.06%92.49%0%4.45%
12/20145.27%88.45%0%6.28%
09/20142.49%91.27%0%6.24%
Click here to see more historic asset allocation information on Royce Low Priced Stock Svc Fund (RYLPX)

 

graph of Royce Low Priced Stock Svc Fund (RYLPX) Top 10 Position TrackingTop 10 Holdings in Royce Low Priced Stock Svc (RYLPX) Fund

Discover what Royce Low Priced Stock Svc Fund (RYLPX) manager is buying

Mar 30, 2015
Resources Connection, Inc. [1.23%]
Ascena Retail Group, Inc. [1.21%]
Ashmore Group PLC [1.21%]
II-VI Incorporated [1.19%]
The Rubicon Project, Inc. Commo [1.19%]
TravelCenters of America LLC Co [1.16%]
Value Partners Group Ltd [1.14%]
Sprott Inc [1.12%]
SeaChange International, Inc. [1.12%]
Brooks Automation, Inc. [1.11%]

Dec 30, 2014
Globe Specialty Metals Inc. [1.33%]
Vishay Intertechnology, Inc. Co [1.32%]
Newpark Resources, Inc. Common [1.3%]
Convergys Corporation Common St [1.27%]
Kforce, Inc. [1.26%]
Buckle, Inc. (The) Common Stock [1.25%]
RPX Corporation [1.25%]
Brocade Communications Systems, [1.23%]
Teradyne, Inc. Common Stock [1.21%]
ADTRAN, Inc. [1.21%]

Sep 29, 2014
Myriad Genetics, Inc. [2%]
MKS Instruments, Inc. [1.99%]
Buckle, Inc. (The) Common Stock [1.98%]
Kennedy-Wilson Holdings Inc. Co [1.95%]
Thor Industries, Inc. Common St [1.95%]
Unit Corporation Common Stock [1.95%]
Gamestop Corporation Common Sto [1.93%]
Value Partners Group Ltd [1.93%]
Cirrus Logic, Inc. [1.92%]
Sprott Inc [1.92%]
Click here for Stock Holding Change Map in Royce Low Priced Stock Svc Fund (RYLPX)

  

Latest News on Royce Low Priced Stock Svc (RYLPX) Fund

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Royce Low Priced Stock Svc Fund (RYLPX) Related ResourcesSee more information on Royce Low Priced Stock Svc (RYLPX) Fund

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(281) 378-8008
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