Royce Special Equity Invmt (RYSEX)
* As of 30-Sep-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.13%|
Performance & Risk
|5y Avg Return:||11.60%|
|Rank in Category (ytd):||92|
|% Rank in Category (ytd):||12.47%|
|Morningstar Risk Rating:||1|
The investment seeks long-term growth of capital.
Normally, the fund invests at least 80% of its net assets in equity securities. At least 65% of these securities will be issued by companies with stock market capitalizations up to $2.5 billion at the time of investment. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 5% of its assets (measured at the time of investment) in securities of companies headquartered in foreign countries. View More