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

      Royce Funds Named in Forbes 2008 Mutual Fund Survey

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      The September 15, 2008 issue of Forbes includes Forbes’ 2008 Mutual Fund Survey, which the magazine claims is unique for two key reasons: "One is that we score funds separately in bull and bear markets (and have been doing that since 1957). The other is that we pay a lot of attention to costs."

      The Royce Funds garnered three positive mentions in Forbes’ Domestic Stock Fund category. Royce Micro-Cap Fund (RYOTX) is named among a handful of "Brilliant Outliers", which includes Funds that have done well in both bull and bear markets - which Forbes concedes are "rare." (Click here for more details on the Fund’s performance in both up and down markets through June 30, 2008.) Royce Opportunity Fund (RYPNX) is mentioned as a Fund that has been among "top bull market" performers. (Click here for more details on the Fund’s performance in both up and down markets through June 30, 2008.) In addition, Royce Low-Priced Stock Fund (RYLPX) was mentioned among "top bear market" performers. (Click here for more details on the Fund’s performance in both up and down markets through June 30, 2008.)

      Forbes includes these details on how it conducted its survey: "Although we rate all funds - provided that they have enough performance history - over separate bullish and bearish cycles, we vary the specific methodology according to the type of fund. For example, we benchmark U.S. domestic stock funds against four full market cycles of the S&P 500, starting in June 1994. Our grades reflect each fund's relative-to-market performance against its peers. Those with the very best relative returns receive an A+, while the worst receive an F.

      To receive a performance rating from Forbes, a domestic stock fund must have at least $25 million in assets and have been around for at least three bull and bear market runs. Funds without four full market cycles can only receive a maximum grade of A, not an A+."

      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.