Archived Material: Important Performance Information

Archived material may contain dated performance, risk and other information; please view returns as of the most recent quarter end and month end. Due to changing circumstances over time, statements made in archived material may or may not have continued applicability or relevance in today's environment. Any thoughts concerning market movements and future prospects for small-company stocks are solely those of Royce & Associates, LLC, and, of course, there can be no assurance with regard to future market movements. Small- and micro-cap stocks may involve considerably more risk than larger-cap stocks.

All performance information reflects past performance, is presented on a total return basis and reflects reinvestment of distributions. Current performance may be higher or lower than performance quoted. Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares may be worth more or less than their original cost when redeemed. Please read the fund's prospectus carefully and consider a fund's investment goals, risks, fees and expenses before investing or sending money. The prospectus contains this and other information. The Russell 2000, Russell 2000 Value, Russell 2000 Growth, S&P 500, S&P 600, NASDAQ Composite and DJIA are unmanaged indexes of domestic common stocks. Distributor: Royce Fund Services, Inc.

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      What You Need To Get Started

      To open a new account, we need certain identification and verification information in order to comply with the USA Patriot Act of 2001:

      • Full name
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      • Permanent residential or business street address (a P.O. Box is not acceptable other than a military P.O. Box)
      • Social Security or Taxpayer Identification Number (SSN/TIN)

      Read more about these federal requirements in the Guide For Direct Shareholders in the prospectus.

      There are several ways you can open a Royce Funds mutual fund account. Before deciding how to invest or sending money, please read the prospectus carefully.

      If you need help opening a new account, please telephone Investor Services at (800) 221-4268, Monday to Friday, 8:30 a.m. to 5:30 p.m. Eastern time.

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      Invest Online

      To open a new account online directly with Royce, go to Account Access and select the Open A New Account button to be guided through the investment process. If you are an existing Royce Funds shareholder, you may also login and select the Purchase option. View our Account Access page for questions about your online account.

      Royce Closed-End Funds can also be purchased online through DirectInvesting.com. Learn more here.

      Invest by Mail

      To open an account directly with Royce by mail, download and complete an account application, or order these materials by telephoning Investor Services at (800) 221-4268. Mail your completed application, along with a check payable to The Royce Funds to our Mailing Address.

      Invest by Telephone

      If you have an existing account with Royce, you can add to your account by telephone. Contact Shareholder Services at (800) 841-1180 to talk to a live representative, or use the Automated Royce Infoline at (800) 78-ROYCE. Select option #2, “To Work with Funds you Own,” then select option #3,  “Purchase, Exchange, or Redeem.” Learn more in How Do I Purchase by Telephone?, including information on how to fund through ACH and Bank Wire.

      Invest Through a Financial Advisor

      Many of our mutual funds are available for purchase through financial advisors, or third parties such as mutual fund supermarkets, broker-dealers, trading platforms and/or banks.

      Please contact your personal financial advisor to find out more, and for help in figuring out which Royce Mutual Funds are best suited for your long-term investment goals. Any account specific information will be handled through that third party, rather than Royce.

  • © 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.