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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
  • 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.



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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