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Royce Premier Invmt RYPRX

Analyst rating as of
NAV / 1-Day Return
10.45  /  1.60 %
Total Assets
1.3 Bil
Adj. Expense Ratio
1.170%
Expense Ratio
1.170%
Fee Level
Average
Longest Manager Tenure
30.49 years
Category
Small Growth
Investment Style
Small Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.05%
Turnover
20%

Morningstar’s Analysis

Will RYPRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Chuck Royce Relinquishes Lead Manager Role at Royce Premier; Ratings Unchanged

Analyst Note

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Since-inception Royce Premier manager Chuck Royce took another step in his firm’s succession plans on Feb. 7, 2022, by saying he would relinquish lead stock-picker duties on this fund on April 1, 2022, to long-time teammates Lauren Romeo and Steven McBoyle. The announcement had been anticipated, so it doesn’t trigger any change to the strategy’s overall Morningstar Analyst Rating or its underlying Pillar ratings.

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