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
      Take Me to . . .
      • Prices & Performance
      • Fund Guide
      Financial Professional & Media Contact
      • Joanne NewgardJoanne Newgard
        Director of Client Services & Media Relations


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

    2. Royce Newsletters

      RWord

      RWord is the semiannual shareholder newsletter for The Royce Funds, with editions mailed in spring (May) and fall (November). It typically includes an in-depth interview with CIO Chuck Royce, a Fund Focus, and performance information for our Funds.

      RWord Fall 2011 Download a PDF of the Fall 2011 RWord which features Chuck Royce on Third Quarter 2011, Co-CIO Whitney George Celebrates 20 Years at Royce, Charlie Dreifus Takes on Large Caps, our latest video, "What Always Matters and What Matters Now" and more.

      RWord Spring 2011 Download a PDF of the Spring 2011 RWord to read Chuck Royce's first quarter interview, The Golden Mean? Looking at SMid-Caps, 15 Years for Royce Heritage Fund, Online Gallery of Drawings from our Annual and Semiannual Reviews and more.

      eWord

      Written for all audiences, the eWord is a monthly e-mail newsletter that highlights the latest news at The Royce Funds. You’ll get access to commentaries from CIO Chuck Royce and our team of Portfolio Managers, and will be kept up-to-date on fund performance, distributions, new offerings, and more.

      Subscribe to eWord:

      eWordView the February 2012 eWord

      Royce Looks Back at 2011, a Year of Correlation, Capitulation, and Consternation; Charlie Dreifus Reveals His Secret Sauce for Royce's Special Equity Funds; Small-Cap Market Cycle Performance; The Gannon Report: Growth Through Acquisitions in Uncertain Times; The Contrarian Report: Finding Opportunity in Correlated Markets; Exploring Global Small-Caps: Africa: Opportunities and Challenges in a Growing Economy

      View previous issues of the eWord

      January 2012 eWord Small-Caps and Active Management: The Combination That Adds Value; Chuck Royce and Whitney George on 4Q 2011; David Nadel: A Look Back at 2011's Global Market and a Bullish Outlook for 2012; The Gannon Report: Is One Man's Index Another's Benchmark; The Contrarian View: The Road Not Taken: Thinking is a Critical Part of the Royce Approach

      December 2011 eWord Experience and Focus Drive Royce Opportunity Fund's 15 Years; The Gannon Report: What Does Risk Mean in Today's Market?; Closed End Funds: 4Q Distributions, 3Q Reports and Royce Value Trust and Royce Focus Trust Celebrate Anniversaries

      November 2011 eWord Rediscovering Royce Discovery Fund; Style Investing Revisited; Small-Cap Market Cycle Performance; The Gannon Report What If the "What-ifs" Don't Pan Out?; 3Q Materials Now Available: Fact Sheets, Quarterly Review Book, Fund Impact and Attribution Reports

      October 2011 eWord Co-CIOs Chuck Royce and Whitney George on 3Q 2011; Conference Call; Focus on Europe: The Sovereign Debt Crisis, Currency Woes and Finding Quality; The Gannon Report: What's Important Now? As Always, Focusing on High-Quality Companies; Co-CIO Whitney George Celebrates 20 Years at Royce

      September 2011 eWord Co-CIO Market Update; Conference Call Replay: Co-CIO Whitney George Sizes up the New Bear Market; Jay Kaplan on U.S. Debt and the Small-Cap Market; Charlie Dreifus Takes on Large-Caps; Intelligent Trading; The Gannon Report Staying the Course: Uncertainty Abounds, But Our Approach Remains Consistent; Financial Professionals: 2011 Semiannual Reports and Performance Discussions Now Available, 3Q Distributions Declared for Closed-End Funds

      August 2011 eWord Co-CIO Interview: Whitney George on the Current Market; Royce's View on the First Half, Small-Caps and the Market: Déjà vu All Over Again?; Assessing Risks and Opportunities in Russia; The Gannon Report: Why Quality May Shine as Volatility Increases; Financial Professionals: 2Q'11 Impact and Attribution Reports Now Available

      July 2011 eWord Chuck Royce on 2Q 2011: Recent Volatility is Not Surprising; In the Spotlight: Exposure to Small-Caps That Pay Dividends Is Important; The Gannon Report: 2010 Redux? A Normalized Environment Can Create Positive Long-Term Returns; Financial Professionals: 2Q'11 Quarterly Flash Now Available

      June 2011 eWord Dividends Are a Sign of Quality and Corporate Commitment; Dividends Make A World of Difference in Global Markets; Uncovering Quality in Southeast Asia; The Gannon Report: Can Stocks Move Beyond Their Current Peaks?; VIDEO: Global Investing is a Mega-Trend

      May 2011 eWord Whitney George on Japan, Energy and Technology; Three Royce Funds Honored with Lipper Awards; Royce's "Captain of Quality" Talks About Identifying and Investing In High Quality Small-Cap Companies; The Gannon Report: Be Prepared!; First Quarter Materials Available Now

      April 2011 eWord Chuck Royce on First Quarter 2011; In The Spotlight: SMid-Cap and Mid-Cap Stocks: Broadening Our Horizons; Exploring Global Small-Caps: Japan: A Fresh Look at Challenges and Opportunities; The Gannon Report: Quality—A Most Overused Word; David Nadel on CNBC

      March 2011 eWord Royce's Newest Offerings In the Global/International Lineup; Royce in Louis Rukeyser's Mutual Funds; The Gannon Report: Taking Stock of Technology; Advisors: Semiannual Webcast & Conference Call

      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 Royce Funds invest primarily in securities of mid-cap, small-cap and micro-cap stocks that may involve considerably more risk than investments in securities of larger-cap companies (see Primary Risks for Fund Investors in the prospectus).

  • © 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.