Pennsylvania Mutual Inv (PENNX)
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DESCRIPTION:
Date updated:10-22-2007
Pennsylvania Mutual Inv (PENNX)
From the Royce website:
“Seeks long-term growth by investing primarily in small- and micro-cap companies. The Fund uses a disciplined value approach.”
Morningstar gives the fund 4 stars.
In its 2007 Fund Survey, Forbes Magazine picked this fund as one of its “Best Buys” for an Equity Fund in 2007, using various criteria such as fund expenses, diversification and returns.
Current Returns:
1-Year: 12.24%
3-Year: 15.28%
5-Year: 20.81%
As of 6/30/07
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