Royce Premier Fund Institutional Class (RPFIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -0.95% | 1.33% | -2.28% |
Year-to-Date | -2.48% | -1.07% | -1.41% |
1 Year | 2.79% | 0.00% | 2.79% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
39%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 39% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.98%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,234
Real cost (fees + lost compounding)
$1,528
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
97%
Return in excess of styles
(over past year)
1.13%