 |
 |
Although the market has been bearing down on us, our portfolio managers continue to stick to our unique value discipline.
Read more of the Letter to Our Shareholders (Part II)» |
 |
| Fund Performance |
View February month-end performance: average annual total returns for the 1-, 3-, 5-, 10-year and since inception periods. |
|
| Royce in the Headlines |
Morningstar names Royce Special Equity Fund (RYSEX) an Analyst Pick. Read more»
Royce Value Plus Fund (RYVPX) makes the Money 70 list. Read more»
Morningstar discusses the re-opening of several Royce Funds.
Read more» |
|
| April 15 Deadline for 2007 IRA Contributions |
 You have until April 15, 2008, to make a 2007 IRA contribution. The maximum IRA contribution limit is $4,000 for investors under age 50, and $5,000 for those age 50 and older. Click here for IRA literature. To open a Royce Fund IRA account online, visit Account Access.
Read More» |
|
| It's Here |
 The Royce Funds 2007 Annual Review and Report to Shareholders is now available.
Read More» |
|
| Financial Advisor Corner: |
Mark Your Calendar:
March 26th, 3:00 pm ET
Stay tuned in mid-March for an e-mail invitation to the March 26 Advisor-Only Conference Call with Chuck Royce and Jack Fockler. |
|
| Read past issues in the eWord Archive. |
|
|
| Commentaries |
| 03/01/08: Whitney George on the Current Market Environment |
 Stock market corrections are never fun, but they often present contrarian investors such as Whitney George with several interesting purchase opportunities. Get more of Whitney’s take on the current market environment in his Manager Commentary.
Read more»
|
|
| 2/15/08: Living Among the Bears |
 Read Part II of the Letter to Our Shareholders: "We understand that the issues facing small-cap investors in the current market are difficult. Economic uncertainty is pervasive. People continue to hold their breath, nervously waiting to see if the Federal Reserve Board's moves might stave off a recession, or if a slowdown is already a forgone conclusion, as some economists are suggesting. More pertinently, many investors fear that small-caps will continue to lag if and when recession becomes a reality."
Read more»
|
|
| The Gannon Report: March 2008 |
"Now What? Part II"
 Principal and Assistant Portfolio Manager Francis "Frank" Gannon: "From our perspective, the post credit bubble environment is going to be quite difficult as the days of easy credit are long gone. To be sure, this is especially true for companies who need access to credit to finance their growth. Quality companies with solid balance sheets and low leverage will most likely have a distinct advantage over firms with weaker balance sheets in gaining access to the credit markets during this period."
Read more»
|
|
| Website Tips: It's Tax Time |
Visit our Tax Center Access information that will help with tax preparation, including fund distributions, important tax forms, and other resources.
Visit the Tax Center» |
|
| Go Online for 2007 Tax Information |
Login to Account Access to view 2007 tax information, including IRS-approved Forms 1099-DIV/B.
Login Now» |
|
| Four Royce Funds Change Their Names and Investment Policies |
Effective February 15, 2008, Royce International Value Fund became Royce Global Value Fund, Royce International Smaller-Companies Fund became Royce European Smaller-Companies Fund, Royce Mid-Cap Value Fund became Royce SMid-Cap Value Fund and Royce Mid-Cap Select Fund became Royce SMid-Cap Select Fund.
Read more» |
|
| Three Royce Funds Have Re-Opened |
 Royce Opportunity Fund, Royce Micro-Cap Fund, and Royce Low-Priced Stock Fund were opened to new shareholders on January 14, to take advantage of what we see as new opportunities in the small- and micro-cap universe in light of the recent market correction. Only Royce Premier Fund remains closed to new investors.
Read more» |
|
|
