This M* article has new info on RIVFX (atleast for me) "The asset story is complex, too. In mid-2011, this fund had a larger asset base, close to $600 million …
… elsewhere for their foreign-stock exposure. Turner International Growth has a mere $17 million in assets. Royce Global Value RIVFX This five-year-old fund, from another shop known more for its domestic offerings, has had some success both in performance …
… especially Asia. The only thing I want to change other than rebuilding my bond allocation (to go from 3 to 20%) is to sell RIVFX and its 1.79% ER at some point and may be find some domestic large growth fund. Any other insights? (my background again …
… should have shown patience with adding to RIVFX aggressively. What worked in 2011 Moving ..... strategy of adding to WAGOX in addition to RIVFX has provided better performance. Overall ..... when adding to volatile funds, Mine was RIVFX where I lost most money. Start slowly …
As you know i sold off RIVFX in my taxable account to release 2012 ..... you think RGVDX can be bought instead of RIVFX ? Even though it's ER is .10% higher ..... much in down markets when compared to RIVFX . Would like to know your thoughts.
I have room for one international fund. Do you like RIVFX Royce Global Service Fund or MAPIX Matthews Asia Divident fund or another fund? Thanks
… smaller-cap offering posted a 6.2% annualized gain. One Promising No-Load World-Stock Offering Royce Global Value RIVFX : This no-load fund has an excellent foundation. Royce & Associates has long been a leader in the field of small- and mid …
Are the performance charts before or after expenses? I am thinking about RIVFX but the high ER made me think about the true performance. Thanks, Snehal
… FPACX or ARTGX or MLPZX for the move.Could not understand if MLPZX is held better at Roth or taxable? Could not move LZOEX or RIVFX to Roth due to more than 50% gain.Was one of the few good investments made during the 2008 panic. Any help appreciated.
Already own ARTKX in my taxable account. Would adding ARTGX in my Roth have too much overlap? For some reason, I feel comfortable with Artisan. However, Royce global value ( RIVFX ) and (RGVDX) look good too.