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The Royce Funds
Small-cap value investing for more than 35 years
View daily prices and performance, access your account, and learn more about our disciplined small-cap value approach.
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Conferences & Events
Our next webcast and conference call is scheduled for Wednesday, March 31.
Good Day Sunshine
Our Letter to Shareholders, from the upcoming Annual Review and Report, looks back at a great year and a difficult decade.The Critical Importance of the Margin of Safety
When we look at small-cap companies, we are always thinking about risk.Getting Financed
Banks have been one of the most difficult industries in which to find the qualities that we seek over the past few years. Yet valuations for small-cap banks, following what many consider to be the 100-year flood in financials, are gradually beginning to look more attractive.Whitney George on Fourth Quarter 2009
Whitney George, Co-Chief Investment Officer of Royce & Associates, reflects on how Royce navigated the crisis of 2008, and how that strategy affected The Royce Funds in 2009.Review Spotlight: Navigating "The Lost Decade"
Our latest Review Spotlight examines what many are already calling a lost decade and looks at what the next decade might bring.Small-Cap Market Cycle Performance
See how The Royce Funds have fared in the most recent small-cap market cycles.Chuck Royce on Fourth Quarter 2009
Chuck Royce discusses why he remains optimistic about the long-term prospects for stocks.Fund Focus: Spanning the Globe
Over the last 10 years, we have expanded our search for undervalued smaller companies by looking beyond our borders.International Investing: Bottling the Essence of Our Domestic Approach
David Nadel discusses how we apply our disciplined small-cap style to non-U.S. securities.The Art and Science of SMid-Cap Investing
The investment process in our SMid-Cap portfolios extends the approach used in our small-cap Quality + Focused funds to a broader market cap range.Your Royce Contact
Joanne Newgard
Director of Advisor Services
(800) 562-0880
E-mail JoanneOur wealth of experience has seen us through almost every conceivable kind of market.Beating the market doesn't come easy, but some managers find a way over the long term.The 10-year period ended 12/31/09 was the worst decade in history for the S&P 500. So what happened?We have found that quality is a truly international concept, an idea that recognizes no borders.A look at our security selection process including the balance sheet, cash flow and cap rate.The trading function is an integral part of our investment process and one of our key competitive strengths.Designed to help you better understand both the different approaches and the common ground among our funds.A complete overview of our background, disciplined approach, selection process and investment team.Your Royce Contact
Joanne Newgard
Director of Advisor Services
(800) 562-0880
E-mail Joanne
Charlie Dreifus Talks with Consuelo Mack WealthTrack
Charlie Dreifus, Portfolio Manager of Royce Special Equity Fund, was interviewed on Consuelo Mack WealthTrack on January 1, 2010.
The evolution of international investing at Royce
Co-CIOs Chuck Royce and Whitney George, and Portfolio Manager David Nadel discuss Royce's approach to investing in international small-cap companies.
Fall Portfolio Manager Symposium
We recently hosted a Financial Advisor Symposium near our New York City offices and have put together video highlights from talks given by Chuck Royce, Whitney George, and several other Portfolio Managers.
Watch Buzz Zaino and William Hench Discuss Their Opportunistic Approach
Portfolio Managers Buzz Zaino and William Hench discuss Royce Opportunity Fund and its unique value approach.
Jenifer Taylor and Whitney George Talk Micro-Cap Stock Investing
Portfolio Manager Jenifer Taylor and Co-Chief Investment Officer, Managing Director and Portfolio Manager Whitney George discuss micro-cap stocks, the challenges of managing micro-cap funds with Royce's disciplined value approach and why portfolio diversity is a crucial part of our work with micro-cap companies.
"Why Limit Ourselves?"
President and Chief Investment Officer Chuck Royce, and Managing Director and Portfolio Manager Whitney George offer an introduction to our firm, talk about our security selection process and discuss why we began to introduce portfolios that hold a limited number of securities.Your Royce Contact
Joanne Newgard
Director of Advisor Services
(800) 562-0880
E-mail JoanneFund Guide
An informative resource designed to help you understand how we think about our portfolios.NAV Search
This tool lets you research daily Royce Fund prices going back to a Fund's inception date.Compare Funds
This tool lets you compare and contrast as many as four Royce Funds at a time.Relative Risk/Reward Spectrum
This tool helps you understand how our Funds line-up in terms relative risk—as measured by their relative volatility.Your Royce Contact
Joanne Newgard
Director of Advisor Services
(800) 562-0880
E-mail JoanneOur thoughts, insights, market and Fund performance, and small-cap research.Market comments and Fund performance, e-mailed the first day of the new quarter.Overview of performance, portfolio diagnostics and composition for each of our Funds.Market and Fund-specific performance commentary, as well as dollar impact by sector.Your Royce Contact
Joanne Newgard
Director of Advisor Services
(800) 562-0880
E-mail Joanne
Commentary
The Gannon Report
Banks have been one of the most difficult industries in which to find the qualities that we seek over the past few years. Yet valuations for small-cap banks, following what many consider to be the 100-year flood in financials, are gradually beginning to look more attractive.
Getting Financed
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