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 indices of domestic common stocks. Distributor: Royce Fund Services, Inc.

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    1. News & Commentary
      Financial Professional & Media Contact

    2. In the Spotlight

      Jenifer Taylor and Whitney George Talk Micro-Cap Stock Investing


      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.

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      Important Disclosure Information

      This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money.

      For 1-year, 5-year, 10-year and since inception returns for any of the Royce Funds please click here. Past performance is no guarantee of future results.

      Whitney George is Co-Chief Investment Officer, Portfolio Manager and Managing Director of Royce & Associates, LLC, investment adviser for The Royce Funds. Jenifer Taylor serves as Portfolio Manager of Royce Micro-Cap Fund and co-manager of Royce Capital Fund–Micro-Cap Portfolio with Whitney George. She is a Portfolio Manager of Royce & Associates, LLC, investment adviser for The Royce Funds. Their thoughts in this message are solely their own and, of course, there can be no assurance with regard to future market movements. No assurance can be given that the past performance trends as outlined above will continue in the future.

      Royce Micro-Cap Fund invests primarily in micro-cap stocks, which may involve considerably more risk than investing in larger-cap stocks (Please see “Primary Risks for Fund Investors” in the prospectus). Royce Micro-Cap Fund may invest up to 25% of its net assets in foreign securities, which may involve political, economic, currency and other risks not encountered in U.S. investments (Please see "Investing in Foreign Securities" in the prospectus).

  • © 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.