RYSEX Rating, Research - Royce Special Equity Invmt

Royce Special Equity Invmt (rysex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 13

Threats + Weaknesses = 11

When strengths & opportunities substantially exceed threats & weaknesses an investment in the rysex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Royce Special Equity Invmt (RYSEX) Description: RYSEX is a mutual fund, which is an investment that owns a basket of assets. The RYSEX mutual fund was provided by Royce and this investment vehicle derives the majority of its value from equity holdings (stocks). Royces mutual fund has a long management tenure and is in the large fund size classification. RYSEXs minimum initial investment amount is $2000 while the IRA minimum is $1000. RYSEXs expense ratio is roughly 1%. The latest RYSEXs front end load was 0% and the back end load was 0%. The Royce Special Equity Invmt (RYSEX) mutual fund falls under the small mixed category. RYSEX focuses its investments in USA and RYSEX is not affiliated with a particular industry or fund sector. The Royce Special Equity Invmt (RYSEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RYSEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RYSEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in the common stocks (see stock research) of United States companies with market capitalizations that are below $500 million at the time of initial purchase. It invests in both value-priced and aggressive growth stocks (see stock research).

Management Analysis Update

Performance Analysis Update