Skip to Content

Royce Small-Cap Total Return Instl RTRIX

Analyst rating as of
NAV / 1-Day Return
7.80  /  0.13 %
Total Assets
1.0 Bil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
High
Longest Manager Tenure
28.97 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.96%
Turnover
64%

Morningstar’s Fund Analysis RTRIX

Will RTRIX outperform in future?

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

Capable of delivering.

Summary

|

Royce Small-Cap Total Return's still-new lead manager has reinvigorated its old process, helping it earn a Morningstar Analyst Rating upgrade to Bronze from Neutral for all but one share class.

Unlock our full analysis with Morningstar Investor