Has a relatively heavy price tag.Lopsided sector and industry exposure courts risk.High firmwide ownership in individual companies could make it tough to exit positions quickly.Royce is one of the top small-cap shops around.Excellent since-inception record.Whitney George and Jay Kaplan comanage the
… only about 3% of my MF's totals. I also have about 6% in RYVFX . These two together only represent 2% of my total retirement ..... OAKBX, as my core MF's. I was thinking of transferring my RYVFX into MAPIX since I have an appropiate mix of small & mid-caps …
I own RYVFX (actually RVVHX by Royce's mistake :) In M* X-Ray tool it say's the fund has an unusally low P/E of 6. I looked at …
… Royce manages this Fund, and I work with Chuck as Assistant Portfolio Manager. I currently have RVVHX ( RYVFX ) I was suppose to get RYVFX but they accidently put me in the RVVHX instead. I called and told them and they said thats ok it was they …
… International (HIINX) 3.75 IRA SSgA Emerging Market (SSEMX) 2.48 IRA Perritt Micro Cap Op (PRCGX) 4.31 IRA Royce Value Svc ( RYVFX ) 2.09 IRA Cohen & Steers Realty (CSRSX) 5.2 IRA Fidelity Floating Rate (FFRHX) 3.32 IRA Loomis …
… going towards retirement. I own about 13.5K in FAIRX in a taxable account. I have four Roth IRA's (OAKGX, FMIHX, RYVFX , MAPIX). I would love to get into FAAFX based on my 5 yrs with BB in FAIRX but don't have 25K to do it. Here's a thought …
… retirement plan. Since then I have started a few more Roth's... RYVFX , FMIHX, & MAPIX. I DCA in all my funds but I made some mistakes ..... OAKIX. My four funds would then be... OAKBX (core) OAKIX RYVFX MAPIX This would inable me to better balance my US/Foreign …
… PRU, spent his first six months at Royce performing a variety of research projects before becoming a comanager on Royce Value RYVFX . Overall, Royce has grown its staff with investors experienced in analyzing and investing in smaller companies, and has taken …
… had 4 Roth IRA's. And you as someone else could only invest in those 4 funds. You cannot even consider other investments for the next 20 yrs. just because I said so. How would you allocate these 4 funds? OAKGX, FMIHX, RYVFX , MAPIX
… Outside of my 403b retirement with TIAA-CREF I own 3 funds in ROTH IRA's and two taxable. The ROTH funds are OAKGX, FMIHX, RYVFX , the taxable are FAIRX and FPACX. When I break it down, I only have 25% in International, and if I only count the ROTH …