A clearer succession plan and knack for finding consistently profitable stocks earns Royce Premier’s cheapest share class a Morningstar Analyst Rating upgrade to Silver; the rest rise to Bronze.
Royce Premier Instl RPFIX
NAV / 1-Day Return
12.13
/
0.33
%
Total Assets
1.5 Bil
Adj. Expense Ratio
1.090%
Expense Ratio
1.090%
Fee Level
High
Longest Manager Tenure
30.63
years
Category
Small Growth
Investment Style
Small BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.12%
Turnover
20%
Morningstar’s Fund 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.
Succession resolution.
