Morningstar

Royce Small-Cap Fund Consultant Class RYPCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis RYPCX

Will RYPCX outperform in the 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 RYPCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RYPCX 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 RYPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Solidly diversified.

Senior Principal Dan Culloton

Dan Culloton

Senior Principal

Summary

Royce Small-Cap’s solid managers and their sober, bottom-up approaches give it a shot at competitive long-term results.

by Dan Culloton
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