Royce Opportunity’s experienced managers and contrarian, albeit volatile, process earn its cheapest share classes Morningstar Analyst Ratings of Bronze; its most expensive share class is rated Neutral.
Will ROFCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ROFCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ROFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ROFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.