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Royce Total Return Instl RTRIX

Analyst rating as of
NAV / 1-Day Return
11.44  /  0.09 %
Total Assets
1.6 Bil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
High
Longest Manager Tenure
27.39 years
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.83%
Turnover
61%
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Morningstar’s Analysis

Will RTRIX outperform in future?

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Royce Total Return Gets New Lead Manager, Ratings Unchanged

Associate Director

Analyst Note

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Miles Lewis has become the lead portfolio manager of Royce Total Return, replacing longtime manager and firm founder Chuck Royce, who remains on the team as a comanager.

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