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Royce Small-cap Opportunity Fund Institutional Class (ROFIX)

US Funds

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17.09 -0.20 -1.16%

14/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 275.74M

Type: Fund

Market: United States

Issuer: Royce

Asset Class: Equity

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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. (ISIN: US7809056911)

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Rating

1-Year Change17.05%

Prev. Close17.29

Risk Rating

TTM Yield0.09%

ROE2.74%

IssuerRoyce

Turnover15%

ROA0.80%

Inception Date37237

Total Assets275.74M

Expenses1.12%

Min. Investment1,000,000

Market Cap1.33B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1065	1028	1185	1120	1930	2634
Fund Return	6.51%	2.8%	18.46%	3.84%	14.05%	10.17%
Place in category	361	475	404	387	37	29
% in Category	72	98	83	85	15	9

Top Equity Funds by Royce Investment Partners

Name	Total Assets	YTD%	3Y%	10Y%
Royce Pennsylvania Mutual Invmt	1.5B	5.99	4.48	8.79
Royce Premier Invmt	1.1B	3.21	3.27	8.48
Royce Opportunity Invmt	837.76M	2.58	1.25	9.30
Royce Total Return Invmt	656.69M	5.43	5.08	7.91
Royce Special Equity Invmt	539.88M	1.47	3.67	6.14

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	20.97B	12.05	6.25	8.94
DFA US Small Cap Value I	17.58B	7.80	8.46	8.65
DFA US Targeted Value I	14.4B	6.78	7.63	8.98
Vanguard Small Cap Value Index I	6.06B	12.08	6.26	8.95
Undiscovered Managers Behavioral V6	3.71B	9.47	8.57	9.98

Top Holdings

Name	ISIN	Weight %	Last	Change %
Digi	US2537981027	0.82	30.99	-2.18%
Select Energy Services	US81617J3014	0.80	13.645	+0.70%
Chart Industries	US16115Q3083	0.80	165.45	-2.32%
Champion Homes	US8308301055	0.77	96.40	-0.70%
QuinStreet	US74874Q1004	0.76	19.75	-5.14%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Royce Opportunity.	17.09	-0.20	-1.16%