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      • Joanne NewgardJoanne Newgard
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        Contact (800) 562-0880 or joanne@roycefunds.com

    2. Making Headlines

      Morningstar Q&A with Royce SMid-Cap Value's Steve McBoyle

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      Royce SMid-Cap Value Fund

      Royce SMid-Cap Select Fund

      Royce SMid-Cap Value manager, Steve McBoyle, was featured by Esther Pak in Morningstar's Fund Manager Q&A on September 30, 2011. Steve explains the premise behind smid-cap investing and the reasons behind Royce's expanded investment universe.

      As an asset class, Steve notes that smid is "a logical extension of Royce's core success in identifying quality small-cap companies, many of which are on their way to becoming successful mid-cap companies."

      Pak mentions that the Royce SMid-Cap Value Fund is heavily weighted in technology relative to the S&P Mid-Cap index. After ten years of bear market valuation and sentiment, McBoyle says technology "has never been more attractive from a balance sheet perspective."

      Steve McBoyle serves as Portfolio Manager of Royce SMid-Cap Value Fund [RMVSX] (with Whitney George), and Portfolio Manager of Royce SMid-Cap Select Fund [RMISX] (with Chuck Royce as Assistant Portfolio Manager.)

      go Read the full article at Morningstar.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. Royce SMid-Cap Value Fund and Royce SMid-Cap Select Fund invest primarily in small-cap and mid-cap companies, which may involve considerably more risk than investing in larger-cap stocks. (Please see "Primary Risks for Fund Investors" in the prospectus.) In addition, as of 6/30/11, the Fund held 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. The Fund may invest up to 35% 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 Foreign Securities" in the prospectus).

      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.