ROFRX Mutual Fund
ROFRX Mutual Fund
Royce Small-Cap Opportunity Fund Class R
ROFRX Mutual Fund Overview
ROFRX Mutual Fund (Royce Small-Cap Opportunity Fund Class R) is managed by The Royce Funds. ROFRX expense ratio is 1.89%, holding 216 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2007-05-21.
ROFRX performance shows a YTD return of 31.79%. The 1-year return is 52.94% and the 5-year return is 11.19%. ROFRX dividend yield stands at 7.21%, paid annually.
ROFRX top holdings include Fixed Inc Clearing Corp.Repo (4.8%), Select Water Solutions Inc. (1.0%), Kodiak Gas Services Inc (0.9%), Advance Auto Parts Inc. (0.9%), Liberty Oilfield Services, Inc. (0.9%). View all ROFRX holdings, sector breakdown, or dividend history.
ROFRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ROFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.