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Fund Intelligence | Best Managers | RSQCX Insights | RSQCX Score | RSQCX Performance | RSQCX Manager | RSQCX News | RSQCX Allocation | RSQCX Holdings Change

Mutual Fund Insights: Royce Special Equity Consult Fund (RSQCX)

In-depth Analysis of Royce Special Equity Consult Fund (RSQCX)

Mutual fund chart: Royce Special Equity Consult Fund (RSQCX)

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See Royce Special Equity Consult Fund (RSQCX) performance details as of January 31, 2010

  

    Last Trade: $18.30 on 3/19/2010, Change: -0.07 (-0.38%)
Experiment our closing price forecasting tool for Royce Special Equity Consult Fund (RSQCX) (alpha release)

  

Fund Manager - Charles R. Dreifus

Fund Manager Tenure: 11.9 years
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Dreifus is a principal and senior portfolio manager of Royce & Associates, LLC. Prior to joining Royce in 1998, he was a general partner and managing director and, most recently, a limited managing director of Lazard Freres & Co., LLC.  Get more insights on Charles R. Dreifus

  

What we like about Royce Special Equity Consult Fund (RSQCX) What we like about Royce Special Equity Consult Fund (RSQCX)

Data for Royce Special Equity Consult Fund (RSQCX) as of January 31, 2010

  • Royce Special Equity Consult Fund (RSQCX) management has been with Royce Special Equity Consult Fund for 11.9 years
  • Royce Special Equity Consult Fund (RSQCX) has good mid-term performance (3-year return 0.32% vs -7.80% Small Blend category average)
  • Royce Special Equity Consult Fund (RSQCX) has good Long-term performance (5-year return 2.92% vs 0.36% Small Blend category average)
  • Royce Special Equity Consult Fund (RSQCX) has a Morningstar rating of 4 and above
  • Royce Special Equity Consult Fund (RSQCX) has an annual stock turnover rate of 27.00% vs Small Blend average of 96.31%. It is good that Royce Special Equity Consult management does not trade extensively for its return.
  • Royce Special Equity Consult Fund (RSQCX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.13, lower than category average of 25.24

  

What we are cautious about Royce Special Equity Consult Fund (RSQCX) What we are cautious about Royce Special Equity Consult Fund (RSQCX)

Data for Royce Special Equity Consult Fund (RSQCX) as of January 31, 2010

  • Royce Special Equity Consult Fund (RSQCX) has a less-than-ideal short-term performance (1-year return 35.03% vs 41.29% Small Blend category average)
  • Royce Special Equity Consult Fund (RSQCX) ratio of up-years vs down years can be improved
  • Royce Special Equity Consult Fund (RSQCX) has a higher management fee of 2.32% than its Small Blend average of 1.53%
  • Royce Special Equity Consult Fund (RSQCX) carries a 1% load
See Royce Special Equity Consult Fund (RSQCX) performance details as of January 31, 2010

  

  

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Royce Special Equity Consult Fund (RSQCX) Net Asset

Track net asset change of Royce Special Equity Consult fund (RSQCX)

DateNet Asset
01/2010$21.06M
11/2009$19.50M
10/2009$18.65M
More historic net asset information on Royce Special Equity Consult Fund (RSQCX)

  

Royce Special Equity Consult Fund (RSQCX) Portfolio Allocation

Track portfolio allocation change of Royce Special Equity Consult fund (RSQCX)

DateCashStockBondOther
09/200919.69%79.45%0%0.86%
06/200923.85%75.05%0%1.09%
03/20090%0%0%0%
Click here to see more historic asset allocation information on Royce Special Equity Consult Fund (RSQCX)

  

Most Recent Top 10 Holdings in Royce Special Equity Consult Fund (RSQCX)

Discover what Royce Special Equity Consult Fund (RSQCX) manager is buying

30-Sep-09
NATL PRESTO IND [4.34%]
BIO RAD LABS CL A [2.9%]
Hubbell, Inc. B [2.57%]
Lancaster Colony Corporation [2.38%]
LUBRIZOL CP [2.31%]
The Gymboree Corporation [2.28%]
PARK ELECTROCHEMICAL [2.25%]
ATRION Corporation [1.81%]
THOMAS BETTS CP [1.71%]
WATSCO INC [1.57%]

30-Jun-09
NATL PRESTO IND [4.68%]
BIO RAD LABS CL A [2.8%]
Lancaster Colony Corporation [2.56%]
Hubbell, Inc. B [2.21%]
PARK ELECTROCHEMICAL [2.19%]
ATRION Corporation [1.97%]
Gymboree Corporation (The) [1.94%]
Arden Group, Inc. [1.82%]
FRISCHS RESTURANTS [1.69%]
WATSCO INC [1.69%]

31-Mar-09
Price/Earnings [0%]
N/A [0%]
N/A [0%]
Median Market Cap [0%]
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Click here for Stock Holding Change Map in Royce Special Equity Consult Fund (RSQCX)

  

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