Royce Small-Cap Total Return's still-new lead manager has reinvigorated its old process, helping it earn a Morningstar Analyst Rating upgrade to Bronze from Neutral for all but one share class.
- NAV / 1-Day Return 7.50 / 0.27 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.29%
- Turnover 64%
Morningstar’s Analysis RYTRX
Will RYTRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.