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Fund Impact and Attribution Reports
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Get to know the different approaches and the common ground among our funds.1Q Quarterly Flash
Global Small-Caps: An Important Part of Your Asset Allocation
Royce has been finding high quality businesses around the globe for many years. Learn how we apply our stringent risk-averse approach internationally and seek to take advantage of inefficiencies in the market.
The Great Divide: Company Fundamentals vs. Macroeconomics
Over time, companies tend to have more influence on their own success or failure than do the broader economic trends around them.
Volatility in Micro-Caps Can Open the Door to Investment Opportunity
Micro-cap stocks represent a dynamic element of our investment universe and often times this misunderstood asset class offers unique opportunities not found elsewhere in equities.
Sri Lanka: Recovery, Growth, Opportunities, and Concerns
Following years of civil war, Sri Lanka faces significant growing pains, but also offers a number of promising opportunities for cautious, disciplined investors.
Can Stocks Avoid Another Bear in Spring?
Investors may be spooked by ominous economic headlines for a third consecutive spring, but we’re still seeing plenty of well-run small-caps with confident, capable management.
Preservation of Capital vs. Margin of Safety
We attempt to build a margin of safety in equities through three important tactics.
Chuck Royce on 1Q 2012: Why The Rally Can Last
Co-CIO Chuck Royce talks about the recent rally, correlation, and why he remains bullish on quality small-caps.
Whitney George on 1Q 2012: We're Very Happy With The State Of Our Portfolios
Whitney George talks about the rally, his ongoing affection for Tech and Materials stocks, and why the best values may already be in his portfolios.
Experience Royce's Unique Culture
Throughout our nearly 40 years as small-cap value investors, we have always emphasized the long run.
The Great Equity Shrink: Effective Capital Allocation in Small-Caps
While many investors continue to shun smaller stocks, we've been watching small-cap companies make effective and intelligent capital allocation decisions.
Lauren Romeo, Royce's Captain of Quality, on Risk Management and High-Quality Small-Caps
Royce Portfolio Manager Lauren Romeo talks about how she’s been finding her high-quality small-caps.
The Psychology of Earnings
Earnings are the signposts that allow us to either push the accelerator or tap on the brakes if we see a warning sign.
George Wyper Extols Free Cash Flow and Capital Management as Key to His Investment Discipline
Portfolio Manager George Wyper explains his process and why he searches for companies that wisely use their free cash flow to benefit shareholders.
Value – It's Not All Relative
When looking at valuations of small-cap stocks versus large-caps, we think it’s most useful to compare and contrast the opportunity set and selection universe.
Royce Looks Back at 2011, a Year of Correlation, Capitulation, and Consternation
The past year offered high volatility, a significant downturn, and a welcome rally to close out the year. After a wild 12 months, it was amazing how little most markets moved.Your Royce Contact
Joanne Newgard
Director of Advisor Services
(800) 562-0880
Royce examines the silver-to-gold ratio, how silver could shine whether the economy faces inflation, stagflation or biflation, and how its demand is keyed by growing industrial uses.
Learn why we think the current market offers highly promising opportunities for small-cap dividend-paying companies.
The expanding universe of small companies makes this universe an evergreen source of investment opportunities.
Beating the market doesn't come easy, but some managers find a way over the long term. How did Royce do?
We believe that our absolute return focus provides the greatest opportunity to build wealth.
We have found that quality is a truly international concept, an idea that recognizes no borders.
A look at our security selection process including the balance sheet, cash flow and cap rate.
Our choice of a benchmark reflects the need for broad representation across an asset class.
Co-CIOs Chuck Royce and Whitney George discuss what they believe sets Royce's investment style apart.
Designed to help you better understand both the different approaches and the common ground among our funds.
A complete overview of our background, disciplined approach, selection process and investment team.
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
Small-Caps And Active Management: The Combination That Adds Value
Royce Co-CIOs and portfolio managers discuss small-cap valuations, underperformance in 2011, the case for quality, and why active management is especially important in the current environment.
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
Market and Fund-specific performance commentary, as well as dollar impact by sector.Your Royce Contact
Joanne Newgard
Director of Advisor Services
(800) 562-0880
Can Stocks Avoid Another Bear in Spring?
Investors may be spooked by ominous economic headlines for a third consecutive spring, but we’re still seeing plenty of well-run small-caps with confident, capable management.Sri Lanka: Recovery, Growth, Opportunities, and Concerns
Following years of civil war, Sri Lanka faces significant growing pains, but also offers a number of promising opportunities for cautious, disciplined investors.The Great Divide: Company Fundamentals vs. Macroeconomics
Over time, companies tend to have more influence on their own success or failure than do the broader economic trends around them.
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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.