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Royce Pennsylvania Mutual Consult RYPCX Fund Analysis

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

Morningstar’s Analysis RYPCX

Will RYPCX 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 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.

Small-cap expertise is no small thing.

Director Dan Culloton

Dan Culloton

Director

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Royce Pennsylvania is changing its name to Royce Small-Cap Fund on May 1, 2024, but its approach and management remain the same. The remainder of this analysis is from June 7, 2023.

by Dan Culloton
Rated on Published on

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