Royce Special Equity Invmt (RYSEX)
* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.15%|
Performance & Risk
|5y Avg Return:||5.48%|
|Rank in Category (ytd):||21|
|% Rank in Category (ytd):||4.33%|
|Morningstar Risk Rating:||1|
The investment seeks long-term growth of capital.
Royce & Associates, LLC ("Royce"), the fund's investment adviser, invests the fund's assets primarily in equity securities of small-cap companies with stock market capitalizations up to $3 billion. 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 $3 billion at the time of investment. View More