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. Close [X]

    Financial Advisor Login

    Email address
    Password
    Register Now Register Now!

  2. rss   printer  Email 

    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

      Forbes Likes Royce Opportunity Fund (RYPNX)

      Text Size
      SmallerCurrentLarger


      The November 10, 2008 article "Make Tax Lemonade," written by Forbes' Ashlea Ebeling, makes a strong case that investors consider selling some "loser" investments in this bear market, and "booking the capital losses and reinvesting in similar investments that are "long-term" keepers.

      She explains how gain and loss accounting works, and suggest this tax-saving technique for the "passively inclined: prefer funds with tax-loss carry-forwards or net unrealized losses."

      Royce Opportunity Fund (RYPNX) is listed as one of several solid long-term mutual funds that may be worth analyzing from the standpoint of such a tax-related investment (Sources: Lipper, Morningstar).

      Please note: we strongly recommend that you consult with a tax accountant before making any assumptions about how purchasing a specific Royce Fund will impact your individual income taxes.

      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. Past performance is no guarantee of future results. 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.