Skip to Content

Royce Special Equity Svc RSEFX

Analyst rating as of
Premium

Morningstar’s Analysis

Will RSEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Royce Special Equity Offers Durability in Recent Market Downturn; Retains Ratings

Senior Analyst

Analyst Note

| |

Royce Special Equity's conservative stance entering 2020 helped as a market sell-off hammered small-value stocks. The strategy continues to earn its institutional share class a Morningstar Analyst Rating of Silver. Its pricier shares retain Bronze or Neutral ratings.

Unlock our full analysis with Morningstar Premium