Royce Opportunity Fund Service Class (RYOFX) Research

The Royce Opportunity Fund Service Class seeks substantial capital appreciation over an extended period. Its investment adviser strategically deploys the fund's assets predominantly into common stocks of smaller, emerging, and micro-capitalization companies. This approach aims to capitalize on what the adviser identifies as advantageous market conditions for securities believed to be trading below their intrinsic value. Typically, the fund commits at least 65% of its net assets to equity investments. Additionally, it has the discretion to allocate capital to other investment vehicles that also focus on equity securities.

Market snapshot

Symbol
RYOFX
Price
$18.91
Day change
+1.89%
Market cap
$1.7B
52-week range
13.24-18.91
Sector
Financial Services
Industry
Asset Management

Peer companies

  • MFS Blended Research International Equity Fund - Class A (BRXAX)
  • Blackrock Municipal 2030 Target Term Trust (BTT)
  • BNY Mellon MidCap Index Fund Class I (DMIDX)
  • Allspring Disciplined U.S. Core Fund Admin Class (EVSYX)
  • Franklin Growth Allocation Fund Class R (FGTRX)
  • Harbor Large Cap Value Fund Institutional Class (HAVLX)
  • Royce Premier Fund Service Class (RPFFX)
  • Schwab Target 2040 Index Fund Institutional Shares (SWYGX)

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