Date updated:10-25-2007
This fund has a Morningstar rating of 5 stars and is run by Charles Royce. Royce serves as president and chief investment officer of Royce & Associates and president of The Royce Funds, a position he has held since 1972. Prior to that, he served as the director of research at Scheinmahn, Hochstin, and Trotta, and as a securities analyst with Blair & Company. He has more than 41 years of investment experience, with 31 years as a small- and micro-cap value portfolio manager.
Royce TrustShares Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital. The Fund invests mainly in a limited number of equity securities issued by small- and micro-cap companies which are trading significantly below its estimate of their current worth. The Fund will invest at least 65% of its net assets in equity securities.
Current Returns:
1-Year: 10.90%
3-Year: 17.11%
5-Year: 19.86%
As of 6/30/07

-
AB
Alliancebernstein - $26.73
- -1.76%
- $26.82
No Analysis added

-
RBA
Ritchie Bros Auct - $24.17
- -0.45%
- $24.28
No Analysis added

-
ACTG
Acacia Research C - $7.50
- -3.72%
- $7.69
No Analysis added

-
NEWP
Newport Corporati - $7.88
- -2.35%
- $8.02
No Analysis added

-
IESC
Integrated Electr - $6.85
- 0.00%
- $N/A
No Analysis added

-
PRGO
Perrigo Company - $39.17
- -0.38%
- $38.91
No Analysis added

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ISYS
Integral Systems - $8.55
- -3.61%
- $8.72
No Analysis added

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RSTI
Rofin-sinar Techn - $22.70
- -4.42%
- $23.45
No Analysis added
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A. Long term investment considerations: 20%
in OIH ETF; 10% in GDX ETF and 10% in
GDXJ (Van Eck Jr Gold Mining) ETF . . .
If your grandparents were thoughtful
enough to provide you with funds to
become actively involved in the
trading/investing world, communicate
with them on a regular basis in order to
compare their point of view/insight with
other reliable sources . . . including
those reflected on Online School @
http://www.onlineschools.org/2009/10/22/
100-best-blogs-for-future-investors/
and ValueWiki @
http://blog.valuewiki.com/2007/02/26/top
-100-finance-blogs/
Be open/flexible, resourceful, and
pursue due diligence (research). Best of
luck.
A. The only one I own : SLX,
too hard pick a winner out all of them
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