Royce Micro-Cap Invmt RYOTX
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newbie requests ira help
… unemployed but looking have a roth worth about 8.5% of our combined ira's which may never be needed, split between hcn and ryotx . my wife's ira is split evenly between vsmax, vemax, vlcax, vimax. do not currently need to withdraw any $ from the ira …
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Reflection on 2011 and Plan for 2012
… Plans for 2012 Make no major change, Add to volatile funds bit more carefully and show patience. Hope my addition to MSMLX, RYOTX in 2011 at lows will provide good returns. Funds that I will be adding more in Taxable will be ARIVX and SGIIX. Hope others …
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RYOTX Royce Micro-Cap Invmt Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Liquidity in micro-cap stocks can be limited, especially during downturns.Micro-cap stocks have historically been more volatile than larger stocks.Strong long-term results.A distinctive focus on micro-cap stocks.Jenifer Taylor took over as lead manager here in June 2009. She is assisted by
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RYPRX Royce Premier Invmt Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… years and has earned a reputation for low-risk investing. Whitney George is a force at the firm, guiding Royce Micro-Cap RYOTX and Royce Low Priced Stock RYLPX with strong results.USARYPRXSupporting PlayerSupporting This Royce offering comfortably sat …
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RYVFX Royce Value Svc Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… fund. George is one of Royce's most experienced portfolio managers, playing key roles at the successful Royce Micro-Cap RYOTX , Royce Low Priced Stock RYLPX, and Royce Premier RYPRX. Kaplan arrived at Royce in 2000 after managing a small-cap fund …
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Meet the Small-Cap Specialists
… Val Svc RYDVX Small Blend 6.83 no 1.54 Royce Heritage Svc RGFAX Small Blend 15.25 yes 1.51 10 Royce Micro-Cap Inv RYOTX Small Blend 10.17 no 1.6 2 Wasatch Sm Cap Val WMCVX Small Blend 12.17 no 1.97 26 Royce Total Return Inv RYTRX Small …
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comment my portfolio and each holding
… I have about 25 years of work to go. My shared porfolio is here : In my taxable acccount, I currently have Royce Micro - Cap Invmt , iShares MSCI EAFE Small Cap Index, Artisan International Value Investor, Columbia Value & Restructuring Z …
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Suggestions needed - rebalancing
… cap)/RYVPX (Royce Value Plus)/ RYOTX (Royce Micro-cap) to fill my mid cap ..... these two options: - Sell JMCVX, RYVPX, RYOTX and buy JATTX (Janus Triton) and WSCVX ..... Royce global value), WSCVX and keep RYOTX . This way I expand my global allocation …
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Suggestions needed - rebalancing
… cap)/RYVPX (Royce Value Plus)/ RYOTX (Royce Micro-cap) to fill my mid cap ..... these two options: - Sell JMCVX, RYVPX, RYOTX and buy JATTX (Janus Triton) and WSCVX ..... Royce global value), WSCVX and keep RYOTX . This way I expand my global allocation …
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Would appreciate a review of my portfolio. Thanks in advance!
… Growth (RPMGX) - 9.6% (Taxable, 401K) Wasatch Small-Cap Growth (WAAEX) - 2.4% (Taxable) Royce Micro-cap ( RYOTX ) - 5.3% (Taxable) American Century Small-Cap Value (ASVIX) - 13.6% (401K) Dodge and Cox International (DODFX …