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Royce Small-Cap Special Equity Svc RSEFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis RSEFX

Will RSEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RSEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RSEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RSEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not cheap, but unique.

Director Dan Culloton

Dan Culloton

Director

Summary

Royce Special Equity’s veteran management and uncompromising standards distinguish it.

by Dan Culloton
Rated on Published on

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