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Royce Small-cap Opportunity Fund Institutional Class (ROFIX)

US Funds

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15.95 +0.17 +1.08%

24/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 261.18M

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ROFIX Overview

Find basic information about the Royce Small-cap Opportunity Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add ROFIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change1.21%

Prev. Close15.78

Risk Rating

TTM Yield0.09%

ROE2.74%

IssuerN/A

Turnover15%

ROA0.80%

Inception Date37237

Total Assets261.18M

Expenses1.12%

Min. Investment1,000,000

Market Cap1.33B

CategorySmall Value

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Royce Small-cap Opportunity Fund Institutional Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1026	915	1235	1041	1824	2461
Fund Return	2.64%	-8.5%	23.54%	1.36%	12.78%	9.42%
Place in category	418	474	394	409	48	31
% in Category	84	97	79	91	18	11

Top Equity Funds by Royce Investment Partners

Name	Total Assets	YTD%	3Y%	10Y%
Royce Pennsylvania Mutual Invmt	1.43B	15.25	8.34	9.76
Royce Premier Invmt	998.15M	12.07	7.01	9.43
Royce Opportunity Invmt	812.48M	16.88	6.44	10.75
Royce Total Return Invmt	630.44M	16.42	9.69	9.01
Royce Special Equity Invmt	490.44M	8.80	5.80	6.83

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	22.72B	21.77	10.34	9.73
DFA US Small Cap Value I	16.43B	18.96	12.95	9.76
DFA US Targeted Value I	13.58B	18.32	12.33	10.16
Vanguard Small Cap Value Index I	6.71B	21.77	10.35	9.74
Pear Tree Polaris Small Cap Ord	3.99B	18.75	10.14	7.80

Top Holdings

Name	ISIN	Weight %	Last	Change %
Digi	US2537981027	0.82	30.76	+1.22%
Select Energy Services	US81617J3014	0.80	12.800	+1.03%
Chart Industries	US16115Q3083	0.80	192.02	+1.81%
Champion Homes	US8308301055	0.77	91.89	+0.71%
QuinStreet	US74874Q1004	0.76	23.45	+9.17%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Neutral
Technical Indicators	Strong Sell	Sell	Strong Buy
Summary	Strong Sell	Strong Sell	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Royce Opportunity.	15.95	+0.17	+1.08%