Insights: Dividends | Royce Funds

    Risk, Volatility, and Royce Total Return Fund

    by Chuck Royce and Jay Kaplan

    How has Total Return fared in down market periods relative to its benchmark and peers? ... Continue reading

    Dividends

    The Importance of Dividends in Small-Cap Investing

    In the small-cap asset class we view dividends as a key component of strong, long-term total returns.

    Dividends

    The Fed Raises Rates—Why U.S. Stocks Still Look Pretty Good

    by Charlie Dreifus

    What does the Fed's modest rate increase mean for U.S. stocks and the economy?

    Dividends

    How Does Market Volatility Usually Affect Investing in Small-Caps?

    by Jay Kaplan

    To us, volatile periods provide opportunities to purchase quality stocks at a discount.

    Dividends

    Does A Rate Hike = Normal?

    by Charlie Dreifus

    With an interest rate increase looking all but certain to us, what are the prospects for stocks and the economy?

    Dividends

    Will Rate Increases Impact Investing in Dividend-Paying Companies?

    by Jay Kaplan

    To Portfolio Manager Jay Kaplan, the ways in which dividend income is generated and distributed could play a major role in determining the effects a rise in rates might have on dividend investors.

    Dividends
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    Fund Manager Commentaries

    By David Nadel, Mark Rayner
    We remain sanguine about both our outlook and positioning, and 2017’s performance did not necessitate any significant repositioning in the portfolio.
    By Buzz Zaino, Bill Hench
    Holding companies in cyclical areas where turnarounds were just getting underway fuels our cautious optimism for 2018 as global growth should keep stoking demand.
    By Lauren Romeo, Chuck Royce, Jay Kaplan
    We are optimistic about the portfolio’s prospects as it leans towards factors that we believe will be rewarded—cyclicals, global exposure, and, often, high profitability.
    By Chuck Royce, Lauren Romeo, Steven McBoyle
    We believe that high-ROIC small-cap companies, many in our preferred cyclical areas, can continue to outperform.
    By Charlie Dreifus, Steven McBoyle
    The portfolio appears well-positioned to potentially benefit from a more volatile market in 2018 as it holds profitable companies that generate most of their earnings in the U.S.
    By Jay Kaplan, Chuck Royce
    Though we are cautious about the prospects for the small-cap index, we are optimistic about the portfolio’s potential as it leans towards factors that we believe will be rewarded.
    View Fund Performance

    My Funds

    Featured Funds

    By David Nadel, Mark Rayner
    We remain sanguine about both our outlook and positioning, and 2017’s performance did not necessitate any significant repositioning in the portfolio.
    By Buzz Zaino, Bill Hench
    Holding companies in cyclical areas where turnarounds were just getting underway fuels our cautious optimism for 2018 as global growth should keep stoking demand.

    All Funds2

     

    By Lauren Romeo, Chuck Royce, Jay Kaplan
    We are optimistic about the portfolio’s prospects as it leans towards factors that we believe will be rewarded—cyclicals, global exposure, and, often, high profitability.
    By Chuck Royce, Lauren Romeo, Steven McBoyle
    We believe that high-ROIC small-cap companies, many in our preferred cyclical areas, can continue to outperform.

     

     

    By Charlie Dreifus, Steven McBoyle
    The portfolio appears well-positioned to potentially benefit from a more volatile market in 2018 as it holds profitable companies that generate most of their earnings in the U.S.
    By Jay Kaplan, Chuck Royce
    Though we are cautious about the prospects for the small-cap index, we are optimistic about the portfolio’s potential as it leans towards factors that we believe will be rewarded.

     

    By David Nadel, Mark Rayner
    We remain sanguine about both our outlook and positioning, and 2017’s performance did not necessitate any significant repositioning in the portfolio.
    By Buzz Zaino, Bill Hench
    Holding companies in cyclical areas where turnarounds were just getting underway fuels our cautious optimism for 2018 as global growth should keep stoking demand.
    By Lauren Romeo, Chuck Royce, Jay Kaplan
    We are optimistic about the portfolio’s prospects as it leans towards factors that we believe will be rewarded—cyclicals, global exposure, and, often, high profitability.
    By Chuck Royce, Lauren Romeo, Steven McBoyle
    We believe that high-ROIC small-cap companies, many in our preferred cyclical areas, can continue to outperform.
    By Charlie Dreifus, Steven McBoyle
    The portfolio appears well-positioned to potentially benefit from a more volatile market in 2018 as it holds profitable companies that generate most of their earnings in the U.S.
    By Jay Kaplan, Chuck Royce
    Though we are cautious about the prospects for the small-cap index, we are optimistic about the portfolio’s potential as it leans towards factors that we believe will be rewarded.
    View Fund Performance

    My Funds

    Featured Funds

    By David Nadel, Mark Rayner
    We remain sanguine about both our outlook and positioning, and 2017’s performance did not necessitate any significant repositioning in the portfolio.
    By Buzz Zaino, Bill Hench
    Holding companies in cyclical areas where turnarounds were just getting underway fuels our cautious optimism for 2018 as global growth should keep stoking demand.

    All Funds2

     

    By Lauren Romeo, Chuck Royce, Jay Kaplan
    We are optimistic about the portfolio’s prospects as it leans towards factors that we believe will be rewarded—cyclicals, global exposure, and, often, high profitability.
    By Chuck Royce, Lauren Romeo, Steven McBoyle
    We believe that high-ROIC small-cap companies, many in our preferred cyclical areas, can continue to outperform.

     

     

    By Charlie Dreifus, Steven McBoyle
    The portfolio appears well-positioned to potentially benefit from a more volatile market in 2018 as it holds profitable companies that generate most of their earnings in the U.S.
    By Jay Kaplan, Chuck Royce
    Though we are cautious about the prospects for the small-cap index, we are optimistic about the portfolio’s potential as it leans towards factors that we believe will be rewarded.

     

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