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.

[x]

The Royce Funds

Small-cap value investing for more than 35 years

Individual Investors
View daily prices and performance, access your account, and learn more about our disciplined small-cap value approach.
Financial Professionals
Access timely performance and portfolio information, and get tools and insights to help you communicate with your clients.
spacer
 Remember this choice
  2. comment  twitter   rss   printer  email 
    1. News & Commentary
      Financial Professional & Media Contact

    2. Royce Newsletters

      RWord

      RWord is the semiannual shareholder newsletter for The Royce Funds, with editions mailed in spring (May) and fall (November). It typically includes an in-depth interview with CIO Chuck Royce, a Fund Focus, and performance information for our Funds.

      RWord Spring 2010 Download a PDF of the Spring 2010 RWord to read Chuck Royce's interview, Measuring for Quality: Royce's Take on Dividends, Charlie Dreifus Nominated for Morningstar Manager of the Decade Award and more.

      RWord Fall 2009 Download a PDF of the Fall 2009 RWord to read Chuck Royce's interview, Historic Opportunity: A Look at Royce Opportunity Fund, The NEW Royce Fund Guide, Fund performance information and more.

      eWord

      Written for all audiences, the eWord is a monthly e-mail newsletter that highlights the latest news at The Royce Funds. You’ll get access to commentaries from CIO Chuck Royce and our team of Portfolio Managers, and will be kept up-to-date on fund performance, distributions, new offerings, and more.

      Subscribe to eWord:

      eWordView the July 2010 eWord

      Chuck Royce on Second Quarter 2010; The Evolution Solution—Royce's Next Generation Portfolios; In The Spotlight: Crisis, Opportunities and Royce's Next Generation

      View previous issues of eWord

      June 2010 eWord Is Volatility Here To Stay?; Looking at International Opportunities; The Gannon Report: Another Speed Bump; In the Spotlight: Dividends in the Small-Cap Universe; FNEW: Exploring Global Small-Caps: Brazil is Evolving into an Economic Champion

      May 2010 eWord Whitney George on What Lies Ahead for The Market; Royce Opportunity Fund Rebounding Well; The Gannon Report: Capital Allocation; In the Spotlight: Dividends in the Small-Cap Universe; Financial Professionals: View and Download 1Q 2010 Advisor Materials

      April 2010 eWord
      Chuck Royce on First Quarter 2010; Whitney George Profiled in SmartMoney; In the Spotlight: Dividends in the Small-Cap Universe; The Gannon Report: The Quarterly Correction; Financial Professionals: Semiannual Webcast & Conference Call Replay

      March 2010 eWord
      What Puts the "Plus" in Royce Value Plus Fund?: Chip Skinner on Success and Opportunity; 2009 Annual Reports Are Now Available; The Gannon Report: Beware of Greeks Bearing Gifts…; Financial Professionals: Register for the Semiannual Advisor Webcast and Conference Call

      February 2010 eWord
      Our Letter to Shareholders; 4Q 2009 Fund Materials; Whitney George on Fourth Quarter 2009; The Gannon Report: Getting Financed; In The Spotlight: Why Global, Why Now?

      January 2010 eWord
      Chuck Royce on Fourth Quarter 2009; In The Spotlight: Why Global, Why Now?; The Gannon Report: Is It Time for Quality?; The Royce Funds 2009 Year End Distributions; Advisor's Corner: Revamped Financial Professional website.

      December 2009 eWord
      Charlie Dreifus has been Nominated for a Prestigious Award; Follow the Leaders: Lauren Romeo and Jim Harvey on their emerging roles at Royce; The Gannon Report: Keep Active!; Advisor's Corner: Fall 2009 Conference Call Transcript is now Available.

      November 2009 eWord
      Chuck Royce sits down with Morningstar; Getting in Position: Chip Skinner on Portfolio Positioning; The Gannon Report: One Stock at a Time; Advisor's Corner: 3Q 2009 Literature Updates.

      October 2009 eWord
      Chuck Royce on Third Quarter 2009; Introducing the NEW Fund Guide; Third Quarter In the Spotlight: A Singular Opportunity; The Gannon Report: Resurrecting Final Demand; Advisor's Corner: Fall Conference Call replay available until October 30, 2009.

      September 2009 eWord
      Digging Deeper: John Protos on the Importance of Research; The Gannon Report: Banking on Sunnier Days; Things Have Changed: Part II of our Shareholder Letter; Financial Professional Updates: Semiannual Advisor Conference Call, Wednesday, September 30 at 3:00pm ET.

      August 2009 eWord
      Simple Twist of Fate: Part I of our Shareholder Letter; The Gannon Report: Exit Strategy; Laying the Groundwork: Whitney George shares his thoughts; Financial Professional Updates: Second Quarter Impact and Attribution Reports, Fund Fact Sheets and Advisor Review Book are now available.

      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.

      The Royce Funds invest primarily in securities of mid-cap, small-cap and micro-cap stocks that may involve considerably more risk than investments in securities of larger-cap companies (see Primary Risks for Fund Investors in the prospectus).

  • © 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.