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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.

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


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

      Bloomberg TV: Jay Kaplan's Small-Cap Outlook

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      Courtesy of Bloomberg. All Rights Reserved.

      On December 21, 2011 Royce Dividend Value Fund and Royce Value Fund portfolio manager, Jay Kaplan, was a guest on Bloomberg TV's In the Loop.

      Kaplan gave his outlook on domestic small-cap investing and the overall U.S. economy. He noted that when the headlines are full of fear, the trick is to buy businesses rather than stocks. With fear all around, stock prices can disconnect from fundamentals and there are opportunities to buy really good companies at attractively low prices.

      Mr. Kaplan manages Royce Total Return Fund (with Chuck Royce), Royce Value Fund (with Whitney George), Royce Dividend Value Fund (with Chuck Royce) and Royce Capital Fund - Small-Cap Portfolio. He also serves as an assistant portfolio manager for Royce Pennsylvania Mutual Fund.

      Important Disclosure Information

      The thoughts expressed in the video are solely those of the person speaking and may differ from those of other Royce investment professionals, or the firm as a whole. There can be no assurance with regard to future market movements. 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.

      Distributor: Royce Fund Services, Inc.

  • © 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.