Royce Financial Services Service RYFSX

Posted by: Pro

Updated:
12.08.09
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Description:

This fund has a Morningstar rating of 5 stars and is run by Charles Royce. The fund is classified as Financial and has a 48% turnover. The investment seeks long-term capital appreciation. The fund normally invests at least of its net assets in the equity securities of micro-, small- and/or mid-cap companies with market capitalizations up to $5 billion that are â€œprincipallyâ€ engaged in the financial services industry. Although the Fund normally focuses on securities of financial services companies with market capitalizations up to $5 billion, it may invest an equal or greater percentage of its assets in securities of larger-cap companies and may invest up to 35% of its net assets in foreign securities.

As of 9/30/2009 funds at Royce Financial Services Service (RYFSX) were valued at $14.6 million.

Here are the top 20 holdings as of September 30, 2009.