Pennsylvania Mutual (PENNX)
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average rating: 3.80 / 5 ratings
DESCRIPTION:

Date updated:12-20-2007

This fund was featured in Fortune Magazines 2007 investors guide as one of the 7 funds to own in 2007.

In the Fortune article, the magazine is quoted as saying:

“Chuck Royce first took the helm of the Pennsylvania Mutual fund in the midst of a brutal bear market in 1972. The fund nose-dived early on, but Royce, the longest tenured of all small-cap managers, has more than made up for it over time. In fact, Pennsylvania Mutual, long the flagship fund of his investment company, has managed an average total return of nearly 16 percent annually over the past 30 years”

Current Returns:

1-Year: 1.20%
3-Year: 9.84%
5-Year: 17.10%

As of 9/30/07

symbol name last price % change open
  • +
  • AB
    Alliancebernstein
  • $20.17
  • 0.00%
  • $20.40

No Analysis added

People owning AB also tend to own: DRIVWFRBADIODAKAMBBDCERN

TheStreet.com Rating: D+ What is this?

  • +
  • WGOV
    Woodward Governor
  • $22.94
  • +2.59%
  • $22.27

No Analysis added

People owning WGOV also tend to own: AAUKACASAGDAGOBTICOPCOST

TheStreet.com Rating: B- What is this?

  • +
  • LECO
    Lincoln Electric
  • $43.09
  • +0.89%
  • $42.60

No Analysis added

People owning LECO also tend to own: BOHCRRDCIFRKFWRDGGGHBHC

TheStreet.com Rating: C What is this?

  • +
  • OIS
    Oil States Intern
  • $28.09
  • 0.00%
  • $27.86

No Analysis added

People owning OIS also tend to own: AVABDCCHAPCHKGIGMHTEIDCC

TheStreet.com Rating: C What is this?

  • +
  • RSTI
    Rofin-sinar Techn
  • $23.53
  • +1.03%
  • $23.09

No Analysis added

People owning RSTI also tend to own: ABBKEBRCCTRDLBETHKSWS

TheStreet.com Rating: C What is this?

  • +
  • UNT
    Unit Corp.
  • $35.18
  • 0.00%
  • $34.76

No Analysis added

People owning UNT also tend to own: APHBOOMDIODETPFDXLUKPWEI

TheStreet.com Rating: C- What is this?

  • +
  • AEM
    Agnico-eagle Mine
  • $61.61
  • 0.00%
  • $60.55

No Analysis added

People owning AEM also tend to own: AAPLACICOPERFGOOGHALNE

TheStreet.com Rating: C What is this?

  • +
  • SCHN
    Schnitzer Steel I
  • $57.70
  • +2.43%
  • $56.39

No Analysis added

People owning SCHN also tend to own: AGDEGOGSTLIIFINTCJNJMO

TheStreet.com Rating: C What is this?

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