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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    2. ACH Banking Instructions

      Through the Automated Clearing House (ACH), you can purchase or redeem fund shares ($50 minimum) by automatically debiting or crediting your checking account. Please note, most savings accounts are not eligible for ACH services.

      It may take two business days for ACH to debit or credit your checking account. Make sure that your bank is a member of ACH. Most banks don't charge fees for ACH transactions. 

      There are three ways to add ACH banking instructions to your Royce Funds account(s):

      1. Login to Account Access and click on the Update Bank Information or Add Bank Information links under the "Manage Preferences" tab.
      2. Download, complete and mail us the Express Service Form. PDF
      3. Establish "Expedited Purchases and Redemptions" on your account application. PDF

      Once you have added banking instructions to your account, you can purchase or redeem Fund shares online through Account Access, or by telephoning Shareholder Services at (800) 841-1180 between 9 a.m. and 5 p.m. Eastern time, or Royce Infoline at (800) 78-ROYCE at any time.

  • © 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.