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Morningstar

Royce Premier Invmt RYPRX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 11.39  /  1.64 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:28 PM GMT+00:00

Morningstar’s Analysis RYPRX

Will RYPRX 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 RYPRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Succession resolution.

Director

Summary

| by Dan Culloton

A clearer succession plan and knack for finding consistently profitable stocks earns Royce Premier’s cheapest share class a Morningstar Analyst Rating upgrade to Silver; the rest rise to Bronze.

Unlock our full analysis with Morningstar Investor