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Royce Small-Cap Total Return Invmt RYTRX

Analyst rating as of
  • NAV / 1-Day Return 7.40  /  1.51 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.200%
  • 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 1.41%
  • Turnover 64%

Morningstar’s Analysis RYTRX

Will RYTRX outperform in future?

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

Capable of delivering.

Summary

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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.

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