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Royce International Premier Investment (RIPNX)

11.68
+0.09
+(0.78%)
At close: 8:02:10 PM EDT
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  • Previous Close 11.59
  • YTD Return -0.09%
  • Expense Ratio 1.19%
  • Category Foreign Small/Mid Growth
  • Last Cap Gain -69.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 142.63M
  • Beta (5Y Monthly) 1.02
  • Yield 5.40%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.62
  • Inception Date Jan 21, 2014

Normally, the fund invests at least 80% of its net assets in equity securities of such premier companies headquartered outside of the United States. At least 65% of these securities will be issued by small-cap companies, with stock market capitalizations up to $5 billion at the time of investment. Under normal market circumstances, at least 65% of the fund's net assets will be invested in equity securities of international companies headquartered in at least three different countries.

Royce Investment Partners

Fund Family

Foreign Small/Mid Growth

Fund Category

142.63M

Net Assets

2014-01-21

Inception Date

Performance Overview: RIPNX

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Trailing returns as of 4/15/2025. Category is Foreign Small/Mid Growth.

YTD Return

RIPNX
0.09%
Category
7.70%
 

1-Year Return

RIPNX
5.16%
Category
42.00%
 

3-Year Return

RIPNX
5.33%
Category
13.14%
 

5-Year Return

RIPNX
3.35%
Category
14.91%
 

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Holdings: RIPNX

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Sector Weightings

SectorRIPNX
Technology   33.25%
Industrials   26.15%
Healthcare   10.38%
Energy   3.32%
Real Estate   0.00%
Utilities   0.00%

Recent News: RIPNX

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Research Reports: RIPNX

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