Royce Small-Cap Special Equity Fund
Shareclass
Royce Small-Cap Special Equity Invmt (RYSEX)
Type
Open-end mutual fund
Manager
Gender equality score
36
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Not ranked due to low data coverage
% Equileap coverage
28%
Gender balance in leadership and workforce
17/40
Equal compensation and work life balance
2/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Royce Small-Cap Special Equity Fund RYSEX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Macy's Inc2.8% of assets$17.27M invested
- 2. H&R Block Inc1.07% of assets$6.61M invested
- 3. Tegna Inc5.63% of assets$34.77M invested
- 4. Commercial Metals Co1.03% of assets$6.35M invested
- 5. Huntsman Corp0.57% of assets$3.52M invested
- 6. Atkore Inc1.8% of assets$11.1M invested
- 7. Federated Hermes Inc Class B2.02% of assets$12.48M invested
- 8. Vishay Intertechnology Inc4.42% of assets$27.29M invested
- 9. UFP Industries Inc2.31% of assets$14.25M invested
- 10. Mueller Industries Inc6.53% of assets$40.35M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mueller Industries Inc6.53% of assets$40.35M invested
- 2. Vishay Intertechnology Inc4.42% of assets$27.29M invested
- 3. UFP Industries Inc2.31% of assets$14.25M invested
- 4. Federated Hermes Inc Class B2.02% of assets$12.48M invested
- 5. Atkore Inc1.8% of assets$11.1M invested
- 6. Huntsman Corp0.57% of assets$3.52M invested
- 7. Commercial Metals Co1.03% of assets$6.35M invested
- 8. Tegna Inc5.63% of assets$34.77M invested
- 9. H&R Block Inc1.07% of assets$6.61M invested
- 10. Macy's Inc2.8% of assets$17.27M invested
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Financial performance
Performance data provided by
Find more financial data on RYSEX at Morningstar.com
Find more financial data on RYSEX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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