 |
 |
CIO Chuck Royce on 1Q'07
"I'm pleasantly surprised by small-cap's strong returns, especially since the Russell 2000's low in October 2002." Read more>> |
| Fund Performance |
| View March month- and quarter-end performance: average annual total returns for the 1-, 3-, 5-, 10-year and since inception periods. |
| Royce in the Headlines |
Wealth Manager Honors Royce Value Plus Fund (RYVPX) in the small-growth category.
Read more >>
"Co-manager Charles Royce is one of the best small-cap-value managers around and this small fund gives him room to maneuver," writes USA Today on Royce Heritage Fund, (RGFAX).
Read more >> |
| 1Q Distributions Declared |
Royce Total Return Fund, Royce Dividend Value Fund, and all three Royce Closed-End Funds declared first quarter distributions in March.
Read More >> |
| Advisor's Corner |
|
Replay: Financial Advisor Conference Call
If you missed the March 28 conference call, "Quality: Just Getting Going..." you have until Thursday, April 12, to listen to the replay online. |
Read past issues in the eWord Archive. |
|
|
| Commentaries |
| 04/01/07: Chuck Royce on the First Quarter '07 |
 Making the Correct(ion) Call
"At the end of the day, stocks can only elude history for so long. Although the market has seen fit to prove me wrong over the last few years, I remain convinced that a more historically typical correction of 15% or better may occur in the near future." Read More >>
|
 |
| 03/15/07: Whitney George on March's Hiccups...and Opportunities |
|
 "The steel industry is very interesting to us right now. Here in the U.S., the industry went through a gut-wrenching period in the early part of this decade, with lots of bankruptcies and consolidations. But now we have a global steel industry that is very healthy, with lots of companies showing strong balance sheets, and running very high returns on capital." Read More >> |
|
The IRA Deadline Looms: April 17 |
You have until Tuesday, April 17, to make a 2006 IRA contribution. The maximum IRA contribution limit is $4,000 for investors under age 50, and $5,000 for those age 50 and older. Many investors do not realize that anyone, regardless of income, may contribute to a traditional IRA if they have earned income.
Click here for IRA literature. To open a Royce Fund IRA account online, visit Account Access. |
|
| New Legislation Sweetens Roth IRAs |
Beginning in 2010, anyone, regardless of income or filing status, will be able to convert money from a traditional IRA to a Roth IRA. The Roth advantage? Earnings grow tax-deferred and withdrawals are tax-free once qualifications are met. Read more >> |
|
| Last Minute Tax Preparation? |
 Visit the Tax Center for information on fund distributions, and to locate important tax forms and other resources. Login to Account Access to view your Royce Funds account tax information, including IRS-approved Forms 1099-DIV/B. Login now >>
|
|
| Fund Status |
 Royce Micro-Cap Fund, Royce Premier Fund, and Royce Low-Priced Stock Fund remain closed to new investors, but are open to additional investments by existing shareholders and to financial advisors with existing clients in the Funds.
Read More >>
|
|
|
