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Logo for Fund Royce Pennsylvania Mutual Fd, Investment Class

Royce Pennsylvania Mutual Fd, Investment Class (PENNX)

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PENNX Price Chart

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PENNX Fund Profile

Key details and information about Royce Pennsylvania Mutual Fd, Investment Class (PENNX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

2 Jan 1980

Country

US

Description

This fund typically commits a substantial portion, at least 65% of its total assets, to ownership stakes in companies with small or very small market values. While its primary emphasis is on acquiring securities of U.S.-based businesses, it has the latitude to allocate up to 25% of its assets (as measured at the time of acquisition) to companies headquartered overseas. Furthermore, the fund is permitted to invest in other collective investment schemes that focus on equity securities.

PENNX Fund Performance

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