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Royce Pennsylvania Mutual Invmt PENNX

Analyst rating as of
NAV / 1-Day Return
11.95  /  1.08 %
Total Assets
2.3 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
48.47 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.50%
Turnover
32%
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Morningstar’s Analysis

Will PENNX outperform in future?

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

New Comanager Doesn't Change Royce Pennsylvania Mutual's Analyst Rating

Associate Director

Analyst Note

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A manager shuffle at Royce Pennsylvania Mutual doesn't change its Morningstar Analyst Ratings of Bronze for its cheapest share class and Neutral for the rest.

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