MENU
+Compare
RSEFX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$13.88
Change
-$0.29 (-2.05%)
Net Assets
494.45M

RSEFX Royce Small-Cap Special Equity Svc Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Small Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. The fund's investment adviser invests the fund's assets primarily in equity securities of small-cap companies. The fund invests at least 80% of its net assets in equity securities of small-cap companies, under normal circumstances. Although the fund normally focuses on securities of U.S. companies, it may invest up to 10% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.

Market Cap

The average market capitalization across the Royce Small-Cap Special Equity Svc MF is 1.38B. The market cap for tickers in the group ranges from 530.69M to 4.14B. WIRE holds the highest valuation in this group at 4.14B. The lowest valued company is EBF at 530.69M.

Volume

The average weekly volume growth across all stocks in the Royce Small-Cap Special Equity Svc MF was 24%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 35
P/E Growth Rating: 31
Price Growth Rating: 62
SMR Rating: 70
Profit Risk Rating: 67
Seasonality Score: 35 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Royce Fund745 Fifth AvenueNew York
Phone
(212) 508-4546
Web
www.roycefunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
KCVIX17.660.08
+0.46%
Knights of Columbus Large Cap Value I
BIALX29.680.07
+0.24%
Brown Advisory Global Leaders Investor
OTCBX22.530.01
+0.04%
MFS Mid Cap Growth B
DGFYX30.69N/A
N/A
Davis Global Y
FESMX11.23N/A
N/A
First Eagle U.S. SMID Cap Opportunity I

RSEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RSEFX has been closely correlated with DFSVX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if RSEFX jumps, then DFSVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RSEFX
1D Price
Change %
RSEFX100%
-0.35%
DFSVX - RSEFX
81%
Closely correlated
-0.24%
DFFVX - RSEFX
81%
Closely correlated
-0.24%
VISVX - RSEFX
80%
Closely correlated
-0.09%
VSIAX - RSEFX
80%
Closely correlated
-0.08%
VSIIX - RSEFX
80%
Closely correlated
-0.09%
More