PENNX : Royce Pennsylvania Mutual Fund Investment Class

PENNX is a US Stocks Market Small Blend with MODERATE fees.

PENNX

Royce Pennsylvania Mutual Fund Investment Class

FI Score

57 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

Different Funds

We found 8,203 US Stocks Small Blend funds. Here they are ordered by FI Score.

Compare PENNX vs PRWBX

69% FI Score
  • prwbx
  • Mutual Fund
  • Bond
  • High Yield Bond

T. Rowe Price Short-Term Bond Fund

Expenses: 0.44% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare PENNX vs CWB

69% FI Score
  • cwb
  • ETF
  • Other
  • Other

SPDR Bloomberg Barclays Convertible Securities ETF

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a Other Other fund. See why »

Compare PENNX vs JITAX

69% FI Score
  • jitax
  • Mutual Fund
  • Bond
  • Municipal Bond

JPMorgan Intermediate Tax Free Bond Fund Class A

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare PENNX vs DWX

69% FI Score
  • dwx
  • ETF
  • International Stocks
  • Large Value

SPDR S&P International Dividend ETF

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a Large Value International Stocks fund. See why »

Compare PENNX vs EAGG

69% FI Score
  • eagg
  • ETF
  • Bond
  • Total US Bond Market

iShares ESG U.S. Aggregate Bond ETF

Expenses: 0.10% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare PENNX vs RPBAX

69% FI Score
  • rpbax
  • Mutual Fund
  • Allocation
  • All-In-One

T. Rowe Price Balanced Fund

Expenses: 0.55% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare PENNX vs OIDNX

69% FI Score
  • oidnx
  • Mutual Fund
  • International Stocks
  • Large Growth

Invesco Oppenheimer International Diversified Fund Class R

Expenses: 0.69% (Better than 1% of similar funds)

This is an OK choice for a Large Growth International Stocks fund. See why »

Compare PENNX vs EWA

69% FI Score
  • ewa
  • ETF
  • International Stocks
  • Other Region

iShares MSCI Australia ETF

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a Other Region International Stocks fund. See why »

Compare PENNX vs FADMX

69% FI Score
  • fadmx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Fidelity® Strategic Income Fund

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare PENNX vs GSDTX

69% FI Score
  • gsdtx
  • Mutual Fund
  • Bond
  • Municipal Bond

Goldman Sachs Short Duration Tax-Free Fund Class A

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

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