Royce Pennsylvania Mutual Fd, Investment Class (PENNX) Research
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.
Market snapshot
- Symbol
- PENNX
- Price
- $11.22
- Day change
- +1.72%
- Market cap
- $2.0B
- 52-week range
- 8.64-11.22
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century One Choice 2035 Portfolio Investor Class (ARYIX)
- DFA U.S. Small Cap Growth Portfolio (DSCGX)
- Fidelity Select Portfolios - Energy Portfolio (FSENX)
- Transamerica Capital Growth A (IALAX)
- Lazard International Strategic Equity Ptf Open Shares (LISOX)
- Schwab Fundamental US Small Company Idx (SFSNX)
- Transamerica US Growth A (TADAX)
- Transamerica US Growth Class I (TDEIX)
Open Royce Pennsylvania Mutual Fd, Investment Class (PENNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.