-
-
-
Research Analyst Karin Anderson of Morningstar claims that “in 2008’s choppy markets, Royce Premier Fund (RYPRX) has been a lifeboat” - although the Fund is currently closed to new investors. Anderson writes that Portfolio Managers Chuck Royce and Whitney George “are known for their optimism during bear markets. They hunt for bargains among larger small-cap firms, and over the years, plenty of the fund's picks have been snapped up by bigger competitors.”
She offers high praise for the Fund’s investment team: “Chuck Royce is one of the best and most experienced small-value managers in the business…Whitney George is a force at the firm…Lauren Romeo assists; she tends to specialize in higher-quality stocks.”
Anderson concludes her Quicktake Analyst report by warning that although the Fund may lag in the next speculative rally given Royce’s “valuation-cautious tack”, that Royce’s risk-conscious “conviction is exactly why investors are in good hands here.”
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. Distributor: Royce Fund Services, Inc.
-
-

©
Royce & Associates, LLC, 1414 Avenue of the Americas, New York, NY 10019, (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. View our Policies & Procedures, including, among others, our Sarbanes-Oxley Code of Ethics, Privacy Policy and Proxy Voting Guidelines and Procedures.