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Morningstar

Royce International Premier Service RYIPX

Morningstar Analyst Rating
Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 16.50  /  1.20 %
  • Total Assets 808.8 Mil
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.440%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.48%
  • Turnover 32%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 10:55 PM GMT+00:00

Morningstar’s Analysis RYIPX

Will RYIPX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RYIPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RYIPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RYIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An incline in People Pillar rating is the primary driver of Royce International Premier Service's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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