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

      Recent News & Commentary

      Financial Advisor & Media Contact

      • Joanne NewgardJoanne Newgard
        Director of Advisor Services & Media Relations
        (800) 562-0880 or joanne@roycenet.com

    2. Making Headlines

      Wall Street Journal and Smart Money Cite Three Royce Funds' Long-Term Results

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      Reporter Rob Wherry went looking for funds that can boast attractive performances over the long haul and had managers with a long-term tenure. Royce Heritage, Micro-Cap and Low-Priced Stock Funds all made the list.

      The screening process started with a universe of 2,181 funds and share classes "that have averaged an annual 11% return-- roughly the historical return of the broad market -- since they were founded.” The funds also had to have performance during the three-, five- and 10-year periods that put them “in the top 25%” of their respective Lipper categories. In addition, the criteria sought managers who "had been in place for at least five years…the funds had to be open to new money, require a minimum investment under $5,000 and charge an expense ratio less than 1.5%." Load funds were not included, which whittled the list down to 25 equity funds.

      The final tally included the "10 top-performing funds based on their returns since their inception. The idea behind this screen is to put the spotlight on funds that have proved themselves through thick and thin."

      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.

  2. © 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.