- What are the top holdings of PENNX?
- Royce Pennsylvania Mutual Fd, Investment Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does PENNX have?
- PENNX holds — positions as reported by the fund's most recent disclosure.
- What sectors does PENNX invest in?
- Royce Pennsylvania Mutual Fd, Investment Class (PENNX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PENNX most exposed to?
- PENNX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PENNX a US-only fund?
- The country allocation card on this page shows PENNX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does PENNX invest in?
- This fund typically commits a substantial portion, at least 65% of its total assets, to ownership stakes in companies with small or very small market values. While its primary emphasis is on acquiring securities of U.S.-based businesses, it has the latitude to allocate up to 25% of its assets (as measured at the time of acquisition) to companies headquartered overseas. Furthermore, the fund is permitted to invest in other collective investment schemes that focus on equity securities.
