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Royce Special Equity Consult RSQCX

Analyst rating as of
NAV / 1-Day Return
14.12  /  0.07 %
Total Assets
814.7 Mil
Adj. Expense Ratio
2.250%
Expense Ratio
2.250%
Fee Level
High
Longest Manager Tenure
22.19 years
Category
Investment Style
Small Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.03%
Turnover
20%
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Morningstar’s Analysis

Will RSQCX 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

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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.

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