How to Invest

Open a New Account on Account Access

If you are an existing Royce Funds shareholder, you may also login and select the Purchase option.

Royce Closed-End Funds can also be purchased online through Direct Investing. Learn more.

What's Available on Account Access

  • View Recent History and Average Cost Basis
  • Purchase, Exchange, or Redeem Shares
  • Add or Update an Automatic Investment Plan
  • Update Distribution Options
  • Update Email and Mailing Addresses
  • Change Username or Password
  • Add or Update Banking Information
  • View Confirmation Statements, Semiannual Statements, and Tax Forms 

For payment options, please click here.

To open an account directly with Royce by mail, download and complete an account application or order these materials by telephoning Investor Services at (800) 221-4268.

Mail your completed application, along with a check payable to The Royce Funds, to:
The Royce Funds
c/o BFDS - Midwest
P.O. Box 219012
Kansas City, MO 64121-6012

For payment options, please click here

With Financial Advisor

Many of our mutual funds are available for purchase through financial advisors or third parties such as mutual fund supermarkets, broker-dealers, trading platforms, and/or banks.

Please contact your personal financial advisor to find out more information and for help in figuring out which Royce Mutual Funds are best suited for your long-term investment goals.

Any account specific information will be handled through that third party, rather than Royce.

Learn more about retirement and education options here:

Account Minimums

Investment Class Shares

  • Sold directly by The Royce Funds without sales charges or commissions
  • No front-end or back-end sales charges/loads apply

Service Class Shares

  • Sold directly through The Royce Funds or a third-party financial intermediary
  • No front-end or back-end sales charges/loads apply
  • An annual 0.25% distribution (12b-1) fee applies

Consultant Class Shares

  • Generally offered only through certain broker-dealers
  • No front-end or back-end sales charges/loads apply.
  • An annual 1.00% distribution (12b-1) fee applies.

Institutional Class Shares

  • Designed primarily for investment by or through retirement plans, foundations, endowments, and similar institutions
  • No front-end or back-end sales charges/loads apply
  • No distribution (12b-1) fees apply

R Class Shares are generally offered only through certain broker-dealers to "Retirement Plans" held on the books of the Funds through omnibus account arrangements.

K Class Shares are generally offered only through certain broker-dealers to "Retirement Plans" held on the books of the Funds through omnibus account arrangements.

W Class Shares are designed for certain wrap fee programs offered through financial intermediaries.

  Regular Account IRA Automatic Investment or
Deposit Account
401(k)
PremierN/AN/AN/AN/A
Total Return

eDelivery

Direct Shareholders

Click here to sign up for eDelivery of shareholder communications including statements, prospectuses, financial reports, and tax forms. If you are a Royce Closed-End Fund stockholder, login here.

Brokerage Account Shareholders

As a brokerage account shareholder you receive statements directly from your bank or broker. If you would like to sign up for eDelivery, please click on the first letter of your brokerage firm's name in the box below or go to https://www.icsdelivery.com.

By selecting this option you will be leaving this site and entering a broker/financial institution website hosted by Broadridge to enroll in eDelivery.

Applications & Special Forms

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