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Royce Special Equity Multi-Cap Invt (RSMCX) Fund Ranking and Research

Ranking, Research and Recommendation of Royce Special Equity Multi-Cap Invt (RSMCX) Fund

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Graph of Royce Special Equity Multi-Cap Invt Fund (RSMCX) ManagerFund Manager - Steven G. McBoyle

Fund Manager Information

Fund Manager Tenure: 5.8 years
Fund Family: Royce
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)

 

Graph of Royce Special Equity Multi-Cap Invt Fund (RSMCX) ProfileRoyce Special Equity Multi-Cap Invt Fund (RSMCX) Profile

Fund Profile and Description

Royce Special Equity Multi-Cap Invt Fund seeks a high level of current income and growth of capital, with a higher level of both risk to principal and potential for high current income. Royce Special Equity Multi-Cap Invt Fund invests in a combination of underlying funds for which RiverSource Investments, LLC or affiliate acts as investment manager or principal underwriter. It allocates approximately 55% to 90% of assets in fixed-income funds, 10% to 35% in equity funds, 0% to 10% in cash investments and 0%-10% in alternative investment strategy. Royce Special Equity Multi-Cap Invt Fund is non-diversified.

 

Royce Special Equity Multi-Cap Invt (RSMCX) Fund Strength What we like about Royce Special Equity Multi-Cap Invt (RSMCX) Fund

Data for Royce Special Equity Multi-Cap Invt Fund (RSMCX) as of May 30, 2016

  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) management has been with Royce Special Equity Multi-Cap Invt Fund for 5.8 years
  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) has an annual stock turnover rate of 31.00% vs Large Blend average of 53.12%. It is good that Royce Special Equity Multi-Cap Invt management does not trade extensively for its return.
  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) has a lower expense ratio than its Large Blend average: 0.99% vs 1.02%
  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Royce Special Equity Multi-Cap Invt Fund (RSMCX) Weakness What we are cautious about Royce Special Equity Multi-Cap Invt (RSMCX) Fund

Data for Royce Special Equity Multi-Cap Invt Fund (RSMCX) as of May 30, 2016

  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) has a less-than-ideal short-term performance (1-year return -11.17% vs -1.15% Large Blend category median performance)
  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) has a less-than-ideal mid-term performance (3-year return 4.08% vs 9.43% Large Blend category median performance)
  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) has a less-than-ideal Long-term performance (5-year return 7.94% vs 10.15% Large Blend category median performance)
  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) ratio of up-years vs down years can be improved
  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) has a Morningstar rating of 3 and below
  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) does not have a good risk adjusted return as its 3-year Alpha of -7.04 is worse than category average of -1.74, and its 3-year Sharpe ratio is 0.36
  • Royce Special Equity Multi-Cap Invt Fund (RSMCX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.28 that is higher than category average of 11.67
See Royce Special Equity Multi-Cap Invt Fund (RSMCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Royce Special Equity Multi-Cap Invt Fund (RSMCX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Royce Special Equity Multi-Cap Invt2.84-11.174.087.94
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Royce Special Equity Multi-Cap Invt Fund (RSMCX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Royce Special Equity Multi-Cap Invt Fund (RSMCX) Net Asset TrackingRoyce Special Equity Multi-Cap Invt (RSMCX) Fund Net Asset

Track net asset change of Royce Special Equity Multi-Cap Invt fund (RSMCX)

DateNet Asset
05/2016$124.13M
03/2016$136.62M
02/2016$126.67M
More historic net asset information on Royce Special Equity Multi-Cap Invt Fund (RSMCX)

  

Graph of Royce Special Equity Multi-Cap Invt Fund (RSMCX) Portfolio TrackingRoyce Special Equity Multi-Cap Invt (RSMCX) Fund Portfolio Allocation

Track portfolio allocation change of Royce Special Equity Multi-Cap Invt fund (RSMCX)

DateCashStockBondOther
03/20168.07%91.93%0%0%
12/20156.97%93.03%0%0%
09/20158.3%91.7%0%0%
Click here to see more historic asset allocation information on Royce Special Equity Multi-Cap Invt Fund (RSMCX)

 

graph of Royce Special Equity Multi-Cap Invt Fund (RSMCX) Top 10 Position TrackingTop 10 Holdings in Royce Special Equity Multi-Cap Invt (RSMCX) Fund

Discover what Royce Special Equity Multi-Cap Invt Fund (RSMCX) manager is buying

Mar 30, 2016
Apple Inc. [7.12%]
Nordstrom, Inc. Common Stock [6.59%]
Genuine Parts Company Common St [6.38%]
ManpowerGroup Common Stock [6.12%]
Cisco Systems, Inc. [5.53%]
Illinois Tool Works Inc. Common [5.22%]
Viacom Inc. [5.07%]
T. Rowe Price Group, Inc. [4.63%]
Parker-Hannifin Corporation Com [4.07%]
Robert Half International Inc. [4.02%]

Dec 30, 2015
Cisco Systems, Inc. [7.68%]
Apple Inc. [6.72%]
ManpowerGroup Common Stock [6.11%]
Bed Bath & Beyond Inc. [5.6%]
Nordstrom, Inc. Common Stock [5.6%]
Genuine Parts Company Common St [5.45%]
Microsoft Corporation [5.23%]
T. Rowe Price Group, Inc. [4.67%]
Illinois Tool Works Inc. Common [4.67%]
Lear Corp [4.28%]

Sep 29, 2015
ManpowerGroup Common Stock [7.15%]
Cisco Systems, Inc. [6.94%]
Nordstrom, Inc. Common Stock [6.45%]
Microsoft Corporation [6.44%]
Bed Bath & Beyond Inc. [6.03%]
Apple Inc. [5.87%]
T. Rowe Price Group, Inc. [5.04%]
Lear Corp [4.75%]
Scripps Networks Interactive, I [4.5%]
Genuine Parts Company Common St [4.34%]
Click here for Stock Holding Change Map in Royce Special Equity Multi-Cap Invt Fund (RSMCX)

  

Latest News on Royce Special Equity Multi-Cap Invt (RSMCX) Fund

See what is happening with Royce Special Equity Multi-Cap Invt Fund (RSMCX)

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Royce Special Equity Multi-Cap Invt Fund (RSMCX) Related ResourcesSee more information on Royce Special Equity Multi-Cap Invt (RSMCX) Fund

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