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Morningstar

Royce Small-Cap Opportunity R ROFRX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.48  /  0.90 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.810%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.00
  • Turnover 69%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 10:32 PM GMT+00:00

Morningstar’s Analysis ROFRX

Will ROFRX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ROFRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ROFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ROFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Royce Opportunity Getting a New Name; Ratings Unchanged

Director

Analyst Note

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