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Morningstar

Royce Premier Instl RPFIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis RPFIX

Will RPFIX 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 RPFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RPFIX 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 RPFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Solidifying.

Director Dan Culloton

Dan Culloton

Director

Summary

The ratings for Royce Premier's seasoned team and selective process remain unchanged but expenses and changes to the composition of its category drop the Morningstar Medalist Ratings of its cheapest share classes to Bronze from Silver and its most expensive shares to Neutral.

by Dan Culloton
Rated on Published on

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