1. Education Plans

    go Download Education Plans Literature

    Coverdell Education Savings Account

    To open a Coverdell ESA account, please download and review the Coverdell Education Savings Information Booklet. Please note that this booklet contains a Transfer of Assets form, Custodial and Adoption Agreements, which need to be completed as necessary.

    529 Plans

    Some of our funds are featured in 529 Plans.

    Pennsylvania Mutual Fund (PENNX) is part of the Scholars Choice® 529 College Savings Program. Learn about Scholars Choice »

    Royce Value Fund (RYVFX) is part of the CollegeAccess 529 Plan. Learn about the CollegeAccess 529 Plan

    Pennsylvania Mutual Fund (RYPFX) is offered in four 529 plans available through Fidelity:

  2. © Royce & Associates, LLC, 745 Fifth Avenue, New York, NY 10151, (800) 221-4268. All rights reserved. Distributor of The Royce Fund and Royce Capital Fund: Royce Fund Services, Inc., a wholly owned subsidiary of Royce & Associates. The Royce Funds are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. View our Policies & Procedures, including, among others, our Sarbanes-Oxley Code of Ethics, Privacy Policy and Proxy Voting Guidelines and Procedures.