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Royce Small-Cap Special Equity Invmt RYSEX

Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 17.12  /  0.70 %
  • Total Assets 819.5 Mil
  • Adj. Expense Ratio
    1.200%
  • 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?

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.

Unlock our full analysis with Morningstar Investor