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.
  1. Financial Advisor Login

    Email address
    Password
    Register Now Register Now!

  1. rss   printer  Email 
    1. Making Headlines

      Morningstar thinks Royce Premier Fund (RYPRX) is in “Good Hands”

      Text Size
      SmallerCurrentLarger


      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.

  1. © 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.