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.

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    1. News & Commentary
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      Financial Professional & Media Contact
      • Joanne NewgardJoanne Newgard
        Director of Client Services & Media Relations


        Contact (800) 562-0880 or joanne@roycefunds.com

    2. Making Headlines

      Royce Opportunity Fund On Forbes' Honor Roll

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      Forbes magazine published "The Honor Roll: Ten great mutual funds ready to weather almost any market storm." (August 8, 2011). Royce Opportunity Fund was included on that list.

      "Each mutual fund on our list is adept at navigating bull and bear markets over the long term, and has relatively low fees" says writer Chris Barth.

      Royce Opportunity Fund invests in small-cap and micro-cap companies, those with market capitalizations up to $2.5 billion, using an opportunistic value approach.

      This approach incorporates four investment themes, including turnarounds and special situations. Buzz Zaino is the Fund's Portfolio Manager, Bill Hench is the Assistant Portfolio Manager.

      go Read the full article in the September 2011 edition of Forbes magazine

      Important Disclosure Information

      Forbes compiled the list by grading fund performance over three market cycles, using a curve that discounts extreme outliers. Only Funds with managers who have at least six years of tenure were included. Closed funds and sector funds were also excluded.

      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 Fund invests primarily in small-cap and micro-cap stocks, which may involve considerably more risk than investing in larger-cap stocks (Please see "Primary Risks for Fund Investors" 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.