Miles Lewis has become the lead portfolio manager of Royce Total Return, replacing longtime manager and firm founder Chuck Royce, who remains on the team as a comanager.
Will RYTRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RYTRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the RYTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of RYTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.