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Royce Small-Cap Special Equity Invmt RYSEX

Analyst rating as of
NAV / 1-Day Return
18.54  /  0.00
Total Assets
830.3 Mil
Adj. Expense Ratio
1.200%
Expense Ratio
1.200%
Fee Level
Above Average
Longest Manager Tenure
24.59 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.94%
Turnover
42%

Morningstar’s Fund Analysis RYSEX

Will RYSEX outperform in future?

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

Cautious optimism.

Summary

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Seasoning, high stock-picking standards, and patience pay off for Royce Special Equity and earn it Morningstar Analyst Ratings of Bronze for its three less costly share classes but Neutral for the priciest.

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