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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The Royce Funds

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    1. News & Commentary
      Financial Professional & Media Contact

    2. Making Headlines

      Morningstar Applauds Royce Value Fund

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      Royce Value Fund

      Morningstar analyst, Karin Anderson, applauds Royce Value Fund, saying it: "continues to impress" in a recent Quicktake report.  

      She likes the Fund's low turnover rate, limited portfolio and strong performance. She also highlights the Fund's managers, Whitney George and Jay Kaplan and discusses how their focus on companies with strong balance sheets and high returns on capital have helped the Fund achieve success.

      Important Disclosure Information

      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.

      For 1-year, 5-year and since inception returns for Royce Value Fund please click here. Past performance is no guarantee of future results. Distributor: Royce Fund Services, Inc.

       

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  • © Royce & Associates, LLC, 745 Fifth Avenue, New York, NY 10151, (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. The Royce Funds are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. View our Policies & Procedures, including, among others, our Sarbanes-Oxley Code of Ethics, Privacy Policy and Proxy Voting Guidelines and Procedures.