Royce Premier Fund Service Class (RPFFX) Research

The fund's investment adviser employs a concentrated investment approach, committing its capital to a focused selection of equity securities, typically holding fewer than 100 stocks. The primary target for these investments is small-capitalization companies, as determined at the point of initial acquisition. Generally, the fund allocates at least 80% of its total net assets to shares of these carefully chosen 'premier' companies. Furthermore, it's mandated that a minimum of 65% of these specific equity holdings must originate from small-cap enterprises when they are first purchased.

Market snapshot

Symbol
RPFFX
Price
$11.91
Day change
+1.88%
Market cap
$1.6B
52-week range
9.88-11.91
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century International Value Fund Investor Class (ACEVX)
  • Blackrock Municipal 2030 Target Term Trust (BTT)
  • Allspring Disciplined U.S. Core Fund Admin Class (EVSYX)
  • Franklin Growth Allocation Fund Class R (FGTRX)
  • Royce Opportunity Fund Service Class (RYOFX)
  • Schwab Target 2030 Index Fund Institutional Shares (SWYEX)
  • Schwab Target 2040 Index Fund Institutional Shares (SWYGX)
  • T. Rowe Price Retirement 2065 (TRSJX)

Open Royce Premier Fund Service Class (RPFFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.