Skip to Content

Royce Opportunity Instl ROFIX

Analyst rating as of
NAV / 1-Day Return
12.63  /  0.79 %
Total Assets
948.9 Mil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Fee Level
High
Longest Manager Tenure
16.47 years
Category
Investment Style
Small Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
47%
Premium

Morningstar’s Analysis

Will ROFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Royce Investment Partners Carries On after Franklin's Purchase of Legg Mason.

Senior Analyst

Analyst Note

| |

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.

Unlock our full analysis with Morningstar Premium