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.
- NAV / 1-Day Return 17.12 / 0.70 %
- Total Assets 819.5 Mil
Adj. Expense Ratio
- Expense Ratio 1.200%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.05%
- Turnover 42%
Morningstar’s Analysis RYSEX
Will RYSEX outperform in future?
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