Royce Opportunity Instl (ROFIX)
15.08 0.08(0.53%) Dec 6
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for ROFIX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.04%|
Performance & Risk
|5y Avg Return:||27.80%|
|Rank in Category (ytd):||9|
|% Rank in Category (ytd):||2.43%|
|Morningstar Risk Rating:||5|
The investment seeks long-term growth of capital.
The fund invests the fund's assets primarily in the equity securities of small-cap and micro-cap companies, those with market capitalizations up to $2.5 billion, in an attempt to take advantage of what it believes are opportunistic situations for undervalued securities. Normally, the fund invests at least 65% of its net assets in equity securities. View More