The ability to consistently produce a portfolio of profitable, competitively advantaged stocks earns Royce Premier’s cheapest share class a Morningstar Analyst Rating upgrade to Bronze; the rest stay Neutral.
Will RPRRX 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 RPRRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the RPRRX 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 RPRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.