Morningstar

Royce Small-Cap Total Return R RTRRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis RTRRX

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

  • People Pillar

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

A promising new look.

Director Dan Culloton

Dan Culloton

Director

Summary

Royce Small-Cap Total Return still delivers what it promises.

by Dan Culloton
Rated on Published on

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