Royce Special Equity Invmt RYSEX
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comments on this portfolio
… 29-12 Allianz NFJ Small Cap Value D 29.23 -0.53 -1.78 856.28 25,028.98 0.32 11-15-11 Royce Special Equity Invmt 20.98 -0.41 -1.92 1,078.38 22,624.41 0.29 11-15-11 Vanguard Interm-Term Invmt-Grade …
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Portfolio help please
… small-cap fund for my IRA account. I've been in cash for all too long and need to ease myself back into market. I had RYSEX selected as my small-cap and found out is closed. Now, I'm looking at VTSEX as my next possibility. I'm 53 currently …
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Recession Ready
… correlated with its average debt/capital ratio. The lower that figure, the higher the return. Two Examples Royce Special Equity RYSEX illustrates the upside of the pattern. The fund did lose 19.6% in 2008, a decline that was no doubt painful for its shareholders …
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Reminder RYSEX closing tommorrow
I bought RYSEX last week before the soft close tommorrow Anyone else buying this one before it closes I purchased a foothold in both taxable and IRA last week It is one I want to own and I will add to on a pullback
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RYSEX is closing to buy or not buy
I currently do not own RYSEX but it is great fund which I watch, I am not sure whether to buy a foothold or not as I would have to pay $75 fee at fidelity …
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Small Cap Value Fund Recommendation?
… Value ? Managed fund is OK too. If I need to I may just go with a managed Small Cap Blend even though it would over weight (duplicate) some areas). Considering (blend due to lack of finding value): Royce Special Equity Invmt RYSEX Tim
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Small Cap Core Fund - Low Risk/Tax Efficient
… small cap core fund in my portfolio. I'm looking for a low risk fund that is tax efficient, as this will be placed in a taxable account. I want to pick one fund: ICMAX, RYSEX , FCPVX and QRSVX Your thoughts ? Any other ideas? Thanks
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HELP A YOUNG FAMILY...ADVICE NEEDED :)
… funds 12% of our portfolio. I feel that 15% per fund is a little high. Our portfolio is as follows: OAKBX 15% OAKGX 15% IVWIX 15% HIINX 15% FPACX 15% MAPIX 15% RYSEX 10% What fund would you suggest to complement this portfolio?
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Some help for a new investor with his Roth
… MAPTX, or MAPIX. I'm also considering either JATTX or RYSEX for some smaller-cap exposure. The fund that I don't know ..... 30% YACKX 30% VGENX 20% MACSX/MAPTX/MAPIX 10% JATTX/ RYSEX 10% Any and all help will be greatly appreciated!!! Thanks …
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ryprx vs. rysex
Hello everyone, Currently I am invested in Royce Premeier (investment shares). I initially invested in this fund because I wanted a pure midcap blend play. However, I have noticed that said fund has taken more of a "growth" tilt in recent years, which leaves me less exposed to the value which I ...