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Royce Global Financial Services Svc RYFSX

Quantitative rating as of
NAV / 1-Day Return
9.70  /  0.31 %
Total Assets
27.4 Mil
Adj. Expense Ratio
1.490%
Expense Ratio
1.530%
Distribution Fee Level
High
Share Class Type
No Load
Category
Financial
Investment Style
Mid Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
3.81%
Turnover
5%

Morningstar’s Analysis RYFSX

Will RYFSX outperform in future?

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Royce Global Financial Services Svc to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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