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RYSEX Royce Small-Cap Special Equity Invmt Forecast, Technical & Fundamental Analysis

Category SmallValue
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 Invmt MF is 1.5B. 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 Invmt MF was -4%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was 32%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 33
Price Growth Rating: 47
SMR Rating: 65
Profit Risk Rating: 45
Seasonality Score: 19 (-100 ... +100)
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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
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RYSEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RYSEX has been closely correlated with DFFVX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if RYSEX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RYSEX
1D Price
Change %
RYSEX100%
+1.63%
DFFVX - RYSEX
88%
Closely correlated
+1.63%
DFSVX - RYSEX
88%
Closely correlated
+1.74%
VSIIX - RYSEX
82%
Closely correlated
+1.22%
VSIAX - RYSEX
82%
Closely correlated
+1.22%
VISVX - RYSEX
82%
Closely correlated
+1.22%
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