RYSEX – Fund Analysis – Royce Small-Cap Special Equity Invmt | Morningstar

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Will RYSEX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RYSEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the RYSEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of RYSEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not cheap, but unique.

Director Dan Culloton

Dan Culloton

Director

Summary

Royce Special Equity's capable team and stringent process set it apart.

by Dan Culloton

Rated on Sep 11, 2024 Published on Sep 11, 2024

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