RSQCX – Royce Small-Cap Special Equity Consult Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund's investment adviser invests the fund's assets primarily in equity securities of small-cap companies. The fund invests at least 80% of its net assets in equity securities of small-cap companies, under normal circumstances. Although the fund normally focuses on securities of U.S. companies, it may invest up to 10% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RYSEX	Royce Small-Cap Special Equity Fund Investment Class	No Load	Open			May 1, 1998	$375.98M	1.240%	Above Average	$2,000	−$99.95M
RSEFX	Royce Small-Cap Special Equity Fund Service Class	No Load	Open			Oct 2, 2003	$21.46M	1.490%	High	$2,000	−$4.95M
RSEIX	Royce Small-Cap Special Equity Fund Institutional Class	Institutional	Open			Jul 25, 2003	$55.47M	1.180%	High	$1M	−$17.26M
RSQCX	Royce Small-Cap Special Equity Fund Consultant Class	Level Load	Open			Jun 2, 2003	$15.30M	2.240%	High	$2,000	$1.61M

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