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.

Please verify that you are a Financial Professional

I hereby certify that I am either:
(i) an associated person of an investment adviser that is either registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940 or with a state securities commission (or any agency or office performing like functions);
(ii) an entity with total assets of at least $50 million;
(iii) a FINRA member or registered associated person of such member;
(iv) a bank, savings and loan association, insurance company, or registered investment company;
(v) a governmental entity or subdivision thereof;
(vi) an employee benefit plan or qualified plan that and has at least 100 participants; or
(vii) a person acting solely on behalf of a person or entity referenced in (i) through (vi) above.

 

You are already registered for access to our Financial Professional site.

Please use the Financial Professional Login to access the site or Forgot Password link for help with your password.
  2. comment  twitter   rss   printer  email 
    1. News & Commentary
      Take Me to . . .
      • Prices & Performance
      • Fund Guide
      Financial Professional & Media Contact
      • Joanne NewgardJoanne Newgard
        Director of Client Services & Media Relations


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

    2. Making Headlines

      GuruFocus Calls Chuck Royce "A Legendary Small-Cap Investor"

      printer  email |
      Text Size
      SmallerCurrentLarger

      GuruFocus recently invited readers to ask Chuck Royce, President and Co-CIO of Royce & Associates, their investing questions. Questions and answers were published on June 2, 2011 in "GuruFocus Interview With Chuck Royce: Responses To Readers' Questions."

      Royce, referred to in the article as "a legendary small-cap investor," commented on a wide range of topics, including the advantages that small-caps offer to investors, and the long-term outlook of large-cap stocks vs. small cap stocks.

      When asked how he defines quality for small-cap companies, Royce replied "We want companies with low leverage and the ability to survive difficult times for their industry or sector. We also want a history of above-average returns on capital over time."

      His strategy for the next five to ten years? "Our focus remains primarily centered on the company or the industry in which a company resides. We believe that quality will play an important role in determining returns as we move from recovery to expansion."

      go Read the full article at GuruFocus.com

      Important Disclosure Information

      Chuck Royce is President, Co-CIO, and a Portfolio Manager and Principal of Royce & Associates, LLC, investment adviser to The Royce Funds. Mr. Royce's thoughts in this piece are solely his own and, of course, there can be no assurance with regard to future market movements.

      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.

       

      Tell Us What You Think

      I found this*  very helpful    helpful    not helpful

      Please provide your thoughts (optional)

      Name (optional)

      E-Mail Address (optional)

        This is for feedback purposes only. Your comments will not be posted on the website.

       

      Close [X]
       

      Tell Us What You Think

      I found this*  very helpful   helpful   not helpful
      Comment (optional)

      Name (optional)

      E-Mail Address (optional)

        This is for feedback purposes only. Your comments will not be posted on the website.

  • © 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.