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Morningstar

Royce Micro-Cap Invmt RYOTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.82  /  0.28 %
  • Total Assets 318.8 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • 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 26%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 10:32 PM GMT+00:00

Morningstar’s Analysis RYOTX

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

People Pillar

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

Summary

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Royce Micro-Cap Invmt's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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