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 indexes of domestic common stocks. Distributor: Royce Fund Services, Inc.

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    1. News & Commentary
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      Financial Professional & Media Contact
      • Joanne NewgardJoanne Newgard
        Director of Client Services & Media Relations


        Contact (800) 562-0880 or joanne@roycefunds.com

    2. Making Headlines

      S&P Likes Royce 100 Fund

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      Royce 100 Fund

      An article published on January 12, 2011 by AdvisorOne.com reports "S&P Picks 2 Top Mutual Funds Using Stovall's Sector Strategy." One of the two funds was Royce 100 Fund.

      According to Joyce Hanson, Associate Editor of AdvisorOne.com, Royce 100 Fund was one of two funds chosen by Standard & Poor's mutual fund team as excellent funds "to invest in based on a recent study by S&P Chief Investment Strategist Sam Stovall."

      Ari Bensinger, a member of the S&P mutual fund research team, identified the two funds as heavily exposed to last year's top sectors, and with good long-term track records.

      Sam Stovall's theory is that "It's consistent with history that as we emerge from a bear market and a recession, those sectors that were priced to go out of business but didn't tend to do best in the first year of the new bull market."

      Chuck Royce is the Lead Portfolio Manager of Royce 100 Fund. Lauren Romeo serves as Portfolio Manager.

      go Read the full article at AdvisorOne.com

      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 10-year performance for Royce 100 Fund please click here. Past performance is no guarantee of future results. Distributor: Royce Fund Services, Inc.

      Royce 100 Fund invests primarily in micro-cap, small-cap and mid-cap stocks, which may involve considerably more risk than investing in larger-cap stocks. The Fund also invests primarily in a limited number of stocks, which may involve considerably more risk than a less concentrated portfolio because a decline in the value of these stocks would cause the Fund's overall value to decline to a greater degree. (Please see "Primary Risks for Fund Investors" in the prospectus.) The Fund may invest up to 25% of its net assets in foreign securities, which may involve political, economic, currency and other risks not encountered in U.S. investments. (Please see "Investing in International Securities" in the prospectus.) The Russell 2000 is an unmanaged, capitalization-weighted index of domestic small-cap stocks. It measures the performance of the 2,000 smallest publicly traded U.S. companies in the Russell 3000 index. 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.