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.
Will RSEFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
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.
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.
The Parent Pillar is our rating of RSEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.