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Royce Pennsylvania Mutual Invmt PENNX

Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 8.56  /  1.27 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.920%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.06%
  • Turnover 60%

Morningstar’s Analysis PENNX

Will PENNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Diversified but not dull.



Royce Pennsylvania's seasoned collection of independent managers help it retain Morningstar Analyst Ratings of Bronze for its cheapest share classes and Neutral for the rest.

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