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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: $13.79 on 4/16/2014, Change: +0.03 (0.22%)

 

Graph of Royce Low Priced Stock Svc Fund (RYLPX) ManagerFund Manager - W. George

Fund Manager Information

Fund Manager Tenure: 13.3 years
Fund Family: Royce
Fund Category: Small Growth
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
W. Whitney George is Co-Chief Investment Officer, Managing Director and Vice President of Royce. Mr. George has been a Portfolio Manager at Royce since 2000 and has been employed by Royce since 1991.  Get more insights on W. George

 

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 Mar 30, 2014

  • Royce Low Priced Stock Svc Fund (RYLPX) management has been with Royce Low Priced Stock Svc Fund for 13.3 years
  • 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 16.00% vs Small Growth average of 69.42%. 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 Mar 30, 2014

  • Royce Low Priced Stock Svc Fund (RYLPX) has a less-than-ideal short-term performance (1-year return 13.67% vs 25.46% Small Growth category median performance)
  • Royce Low Priced Stock Svc Fund (RYLPX) has a less-than-ideal mid-term performance (3-year return -1.30% vs 12.76% Small Growth category median performance)
  • Royce Low Priced Stock Svc Fund (RYLPX) has a less-than-ideal Long-term performance (5-year return 17.62% vs 24.30% Small Growth 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) is less safe compared to its Small Growth peers
  • Royce Low Priced Stock Svc Fund (RYLPX) does not have a good risk adjusted return as its 3-year Alpha of -19.4 is worse than category average of -4.91, and its 3-year Sharpe ratio is 0.02
  • Royce Low Priced Stock Svc Fund (RYLPX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.31 that is higher than category average of 17.17
  • Royce Low Priced Stock Svc Fund (RYLPX) has a higher expense ratio of 1.49% than its Small Growth average of 1.39%
  • Even though Royce Low Priced Stock Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Royce Low Priced Stock Svc Fund (RYLPX) performance details as of Mar 30, 2014

 

What do you think?

 

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

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Royce Low Priced Stock Svc2.0613.67-1.3017.62
AllianzGI Ultra Micro Cap Institutional (AUMIX)0.7134.2019.1436.67Compare
ING SmallCap Opportunities Port S2 (ISCTX)0.4723.9114.7425.94Compare
Invesco Small Cap Growth A (GTSAX)2.6727.0814.6624.86Compare

See top fund managers for Small Growth Category Funds

 

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

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Rydex S&P SmallCap 600 Pure Growth (RZG)-1.15%28.58%15.58%
iShares S&P SmallCap 600 Growth (IJT)0.46%27.67%15.73%
Vanguard Russell 2000 Growth Index ETF (VTWG)0.55%27.49%13.57%
SPDR S&P 600 Small Cap Growth E (SLYG)0.01%27.48%15.76%
Vanguard S&P Small-Cap 600 Gr Idx ETF (VIOG)0.00%27.39%15.75%

 

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
03/2014$1.19B
02/2014$1.32B
01/2014$1.27B
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
12/20137.58%90.69%0%1.73%
09/20130.92%97.59%0%1.49%
06/20138.65%88.91%0%2.44%
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

Dec 30, 2013
Thor Industries, Inc. Common St [1.93%]
Fairchild Semiconductor Interna [1.89%]
Kennedy-Wilson Holdings Inc. Co [1.87%]
Calfrac Well Services Ltd. [1.86%]
Trican Well Service, Ltd. [1.85%]
The Medicines Company [1.82%]
Cirrus Logic, Inc. [1.82%]
MKS Instruments, Inc. [1.81%]
Buckle, Inc. (The) Common Stock [1.81%]

Sep 29, 2013
Unit Corporation Common Stock [1.98%]
Fairchild Semiconductor Interna [1.98%]
Convergys Corporation Common St [1.97%]
Globe Specialty Metals Inc. [1.97%]
Thor Industries, Inc. Common St [1.96%]
GrafTech International Ltd (Hol [1.96%]
Kennedy-Wilson Holdings Inc. Co [1.94%]
Teradyne, Inc. Common Stock [1.92%]
MKS Instruments, Inc. [1.91%]

Jun 29, 2013
Fairchild Semiconductor Interna [1.82%]
Teradyne, Inc. Common Stock [1.82%]
Globe Specialty Metals Inc. [1.79%]
Convergys Corporation Common St [1.78%]
Federated Investors, Inc. Commo [1.78%]
Nu Skin Enterprises, Inc. Commo [1.76%]
ALAMOS GOLD INC. [1.75%]
Pason Systems [1.72%]
Unit Corporation Common Stock [1.72%]
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

See what is happening with Royce Low Priced Stock Svc Fund (RYLPX)

 

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

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