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Royce Total Return R RTRRX

Analyst rating as of
NAV / 1-Day Return
11.84  /  0.00
Total Assets
1.5 Bil
Adj. Expense Ratio
1.890%
Expense Ratio
1.890%
Fee Level
High
Longest Manager Tenure
27.84 years
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.57%
Turnover
61%
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Morningstar’s Analysis

Will RTRRX outperform in future?

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

An adjustment period.

Summary

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Royce Total Return's new lead manager is sowing fresh rigor in the strategy's process, but its Morningstar Analyst Rating stays Neutral until the shifts take root.

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