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Royce Special Equity Svc RSEFX

Analyst rating as of
NAV / 1-Day Return
21.48  /  0.51 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.490%
Expense Ratio
1.490%
Fee Level
High
Longest Manager Tenure
23.59 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.08%
Turnover
39%
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Morningstar’s Analysis

Will RSEFX outperform in future?

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

Fearful when others are greedy.

Summary

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Seasoned managers and a cautious, conscientious approach overcome Royce Special Equity's unattractive fees, earning its cheaper share classes Morningstar Analyst Ratings of Bronze and its more expensive one Neutral.

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