Royce Small-Cap Special Equity Fund (RSEFX) Research

This fund, managed by its investment adviser, primarily allocates its capital to the equity shares of small-capitalization companies. Under typical conditions, at least 80% of the fund's net assets are invested in these small-cap equities. Although the portfolio's main focus is usually on securities of U.S. businesses, it is permitted to invest up to 10% of its net assets (measured when the investment is made) in companies based in foreign countries.

Market snapshot

Symbol
RSEFX
Price
$16.98
Day change
+0.59%
Market cap
$1.1B
52-week range
13.93-17.21
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Abrdn Total Dynamic Dividend Fund (AOD)
  • Cornerstone Total Return Fund, Inc. (CRF)
  • Diamond Hill Small-Mid Cap Fund (DHMAX)
  • Goldman Sachs U.S. Equity Insights Fund (GSSQX)
  • Mondrian International Value Equity Fund (MPIEX)
  • PIMCO Dynamic Income Strategy Fund (PDX)
  • Schwab Target 2030 Fund (SWDRX)
  • Vanguard Explorer Value Fund (VEVFX)

Open Royce Small-Cap Special Equity Fund (RSEFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.