Royce Investment Partners will retain its personnel and its investment autonomy under a new parent, Franklin Resources. All rated Royce funds keep their respective Morningstar Analyst Ratings.
Will ROFIX 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 ROFIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ROFIX 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 ROFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.