Despite better execution on this strategy’s reasonable principles, succession questions keep Royce Premier’s Morningstar Analyst Rating at Neutral for all share classes.
Will RPFIX 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 RPFIX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of RPFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.