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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
March 01, 2004 at 02:00 AM
800-348-1414
Ticker: RYSEX
Managers: Charles Dreifus
Manager’s tenure: 5 yrs. 9 mos.
Fund started: May 1, 1998
Min. initial investment: $2,000
Load (front-end): 0.00%
12(b)-1 fee: 0.00%
Net assets: $788.29 million
P/E ratio: 14.74
P/B ratio: 1.91
Median market cap: $630.0 mil.
Expense ratio: 1.20%
Turnover: 41.0%
3-year alpha: 1.92%
3-year beta: 0.45%
3-year r-squared: 0.37%
3-year stand. deviation: 13.62%
Returns
2003: 27.64%
2002: 15.32%
2001: 30.75%
12-month (annualized): 33.85%
3-year (annualized): 22.85%
5-year (annualized): 16.02%
Top Five Holdings*
1. Banta Corp.3.2%
2. Bob Evans Farms2.9%
3. Lubrizol Corp.2.9%
4. Borders Group2.6%
5. Lancaster Colony2.6%
Source: Standard & Poor’s and Royce Funds as of January 31, 2004
*As of December 31, 2003
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