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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.
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    Choose Funds to compare:
    Get to know the different approaches and the common ground among our funds.

    Schwab IMPACT 10/26-29

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    A Value Investor Looks for Growth in a Slow Growth Environment
    "As the economy improves, we expect that both quality companies and fast growers will flourish. I'm looking for both, and ideally from the same company."

    Charlie Dreifus Discusses Royce Special Equity Fund
    Royce Special Equity Fund's time-tested discipline remains opportunistic, with layers of caution as we attempt to manage risk.

    Nothing New
    We continue to believe that inexpensive quality companies are under-owned, especially within the small-cap universe.

    Contrarian Investing—When in Rome, We Do As the Greeks
    Our commitment to doing what we think works best, regardless of what other investors may be buying or selling, is what makes our approach contrarian.

    Fear and Trembling Marked the Year's First Six Months
    While much of the world approached near-panic mode late in the first half of 2010, we continued to search for attractive opportunities in the small-cap universe.

    Ideas from Aspen
    PM David Nadel shares his thoughts on debt, education, jobs and more from the Aspen Ideas Festival.

    Whitney George On Today's Opportunities
    Whitney George, Co-Chief Investment Officer of Royce & Associates, discusses debt, the case for equities, and why he thinks that there are attractive opportunities in technology stocks and in Europe.

    Unusually Uncertain
    While the world seems caught in the daily macro-micro tug of war at the heart of these uncertain economic times, we remain confident in our investment approach.

    What's the Use? The Role of Benchmark Indexes At The Royce Funds
    As useful and important as benchmark indexes are, they play no role in our portfolio management practices.

    A Report From Across The Pond
    Portfolio Manager David Nadel and Senior Analyst Mark Rayner share their thoughts on the current state of the UK.

    Chuck Royce on Second Quarter 2010
    Chuck Royce looks at where he thinks equity returns may be headed. He thinks lower returns tend to make investors more conscious of risk and more discriminating about fundamentals.

    Review Spotlight : One Step Back, Two Steps Forward
    The history of peaks and troughs suggests that downturns create opportunities to find smaller companies at what we think are attractive prices.

    Small-Cap Market Cycle Performance
    See how The Royce Funds have fared in the most recent small-cap market cycles.

    Your Royce Contact

    Joanne Newgard
    Director of Advisor Services
    (800) 562-0880

    Beating the market doesn't come easy, but some managers find a way over the long term. How did Royce do?
    We believe that paying attention to risk is the cornerstone for long-term excellence.
    We believe that our absolute return focus provides the greatest opportunity to build wealth.
    A look at our security selection process including the balance sheet, cash flow and cap rate.
    We have found that quality is a truly international concept, an idea that recognizes no borders.
    Co-CIOs Chuck Royce and Whitney George discuss what they believe sets Royce's investment style apart.
    Our choice of a benchmark reflects the need for broad representation across an asset class.
    A complete overview of our background, disciplined approach, selection process and investment team.
    Designed to help you better understand both the different approaches and the common ground among our funds.
    The trading function is an integral part of our investment process and one of our key competitive strengths.
    Your Royce Contact

    Joanne Newgard
    Director of Advisor Services
    (800) 562-0880

    Co-CIOs Chuck Royce and Whitney George on Today's Market
    Co-Chief Investment Officers Chuck Royce and Whitney George discuss the European sovereign debt crisis, the high level of market volatility and the impact of current events on Royce.

    Finding High-Quality Dividend-Paying Stocks
    President, Co-Chief Investment Officer and Portfolio Manager Chuck Royce, and Portfolio Manager and Principal Jay Kaplan look at how dividend-paying stocks work with Royce's disciplined investment approach.

    David Nadel Discusses Small-Cap Opportunities Abroad on Fox Business' "Closing Bell"

    Charlie Dreifus Talks with Consuelo Mack WealthTrack
    Charlie Dreifus, Portfolio Manager of Royce Special Equity Fund, was interviewed on Consuelo Mack WealthTrack on January 1, 2010.

    The evolution of international investing at Royce
    Co-CIOs Chuck Royce and Whitney George, and Portfolio Manager David Nadel discuss Royce's approach to investing in international small-cap companies.

    Fall Portfolio Manager Symposium
    We recently hosted a Financial Advisor Symposium near our New York City offices and have put together video highlights from talks given by Chuck Royce, Whitney George, and several other Portfolio Managers.

    Watch Buzz Zaino and William Hench Discuss Their Opportunistic Approach
    Portfolio Managers Buzz Zaino and William Hench discuss Royce Opportunity Fund and its unique value approach.

    Your Royce Contact

    Joanne Newgard
    Director of Advisor Services
    (800) 562-0880

    Small-Cap Market Cycle Performance
    See how The Royce Funds have fared in the most recent small-cap market cycles

    Fund Impact and Attribution Report
    Review market and Fund-specific performance commentary, as well as dollar impact by sector and performance attribution relative to our benchmark

    Fund Guide
    An informative resource designed to help you understand how we think about our portfolios.

    NAV Search
    This tool lets you research daily Royce Fund prices going back to a Fund's inception date.

    Compare Funds
    This tool lets you compare and contrast as many as four Royce Funds at a time.

    Relative Risk/Reward Spectrum
    This tool helps you understand how our Funds line-up in terms relative risk—as measured by their relative volatility.

    Your Royce Contact

    Joanne Newgard
    Director of Advisor Services
    (800) 562-0880

    Our thoughts, insights, market and Fund performance, and small-cap research.
    Market comments and Fund performance, e-mailed the first day of the new quarter.
    Overview of performance, portfolio diagnostics and composition for each of our Funds.
    Market and Fund-specific performance commentary, as well as dollar impact by sector.
    A source for manager commentaries and all of the latest news and happenings at the firm.
    Your Royce Contact

    Joanne Newgard
    Director of Advisor Services
    (800) 562-0880


© 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.