http://genxfinance.com/2007/01/11/weekly-mutual-fund-review-royce-pennsylvania-fund/ Helping a unique generation achieve financial independence. Thu, 18 Mar 2010 20:31:53 +0000 http://wordpress.org/?v=2.9.1 hourly 1 http://genxfinance.com/2007/01/11/weekly-mutual-fund-review-royce-pennsylvania-fund/#comment-53580 A Look Back at the Past Year of Mutual Fund Reviews and Their Performance : Generation X Finance Thu, 24 Jan 2008 19:18:49 +0000 http://genxfinance.com/2007/01/11/weekly-mutual-fund-review-royce-pennsylvania-fund/#comment-53580 [...] Mutual Fund Review: Royce Pennsylvania Fund (PENNX) - The mutual fund review series got started with this small-cap offering by the Royce fund family. One of the key quotes from that review was: “Its managers run it as an all-weather vehicle that should suffice to provide an investor’s domestic small-cap exposure. It holds a roughly even mix of micro-caps and standard small caps, and it spreads assets across the value, blend, and growth categories.” Since this fund was highlighted right at the beginning of 2007, we have a full year of performance to look at which encompasses both the great early-year run in the market and the subsequent decline in the 4th quarter. Was it really an all-weather fund? [...] [...] Mutual Fund Review: Royce Pennsylvania Fund (PENNX) – The mutual fund review series got started with this small-cap offering by the Royce fund family. One of the key quotes from that review was: “Its managers run it as an all-weather vehicle that should suffice to provide an investor’s domestic small-cap exposure. It holds a roughly even mix of micro-caps and standard small caps, and it spreads assets across the value, blend, and growth categories.” Since this fund was highlighted right at the beginning of 2007, we have a full year of performance to look at which encompasses both the great early-year run in the market and the subsequent decline in the 4th quarter. Was it really an all-weather fund? [...]

]]> http://genxfinance.com/2007/01/11/weekly-mutual-fund-review-royce-pennsylvania-fund/#comment-946 Too Many Debts » Blog Archive » Welcome to the 83rd Carnival of Personal Finance! Wed, 24 Jan 2007 16:32:47 +0000 http://genxfinance.com/2007/01/11/weekly-mutual-fund-review-royce-pennsylvania-fund/#comment-946 [...] Generation X Finance posts the weekly mutual fund review [...] [...] Generation X Finance posts the weekly mutual fund review [...]

]]> http://genxfinance.com/2007/01/11/weekly-mutual-fund-review-royce-pennsylvania-fund/#comment-795 Weekly Mutual Fund Review:CGM Reality Fund : Generation X Finance Fri, 19 Jan 2007 18:06:34 +0000 http://genxfinance.com/2007/01/11/weekly-mutual-fund-review-royce-pennsylvania-fund/#comment-795 [...] Last week I took a look at an obscure yet successful small-cap fund called Royce Pennsylvania. This week I’m going to again focus on a specialty fund but in real estate. You are probably thinking there is no way you’d invest in real estate with all of the gloom and doom predictions about the real estate market. Believe it or not, there is more to real estate than residential housing and some areas are still expanding rapidly. The fund today is called CGM Reality (CGMRX). [...] [...] Last week I took a look at an obscure yet successful small-cap fund called Royce Pennsylvania. This week I’m going to again focus on a specialty fund but in real estate. You are probably thinking there is no way you’d invest in real estate with all of the gloom and doom predictions about the real estate market. Believe it or not, there is more to real estate than residential housing and some areas are still expanding rapidly. The fund today is called CGM Reality (CGMRX). [...]

]]> http://genxfinance.com/2007/01/11/weekly-mutual-fund-review-royce-pennsylvania-fund/#comment-650 The Spectacular 83rd Edition Of The Carnival Of Personal Finance Is Up : Generation X Finance Mon, 15 Jan 2007 20:27:30 +0000 http://genxfinance.com/2007/01/11/weekly-mutual-fund-review-royce-pennsylvania-fund/#comment-650 [...] Be sure to check out the carnival that Amanda put together over at Young and Broke. With over 70 submissions you will be sure to have plenty of reading to keep you busy. There are too many great articles to point out so go check it out. My submission this week was the weekly mutual fund review of the Royce Pennsylvania Fund. [...] [...] Be sure to check out the carnival that Amanda put together over at Young and Broke. With over 70 submissions you will be sure to have plenty of reading to keep you busy. There are too many great articles to point out so go check it out. My submission this week was the weekly mutual fund review of the Royce Pennsylvania Fund. [...]

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