Morningstar Mentions Royce Special Equity Fund
article 09-28-2015

Morningstar Mentions Royce Special Equity Fund

Charlie Dreifus is one of the "most original value investors out there," writes Morningstar author Russel Kinnel.

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Royce Special Equity Fund was mentioned in the August 2015 issue of Morningstar FundInvestor.

Charlie Dreifus is one of the "most original value investors out there," wrote Russel Kinnel, the article's author.

"A disciple of accounting guru Abe Briloff, Dreifus puts a company's earnings and balance sheet under the microscope to ferret out corner-cutting and even outright fraud. It's a good fund to own when bad news starts spreading on Wall Street."

Charlie also manages Royce Special Equity Multi-Cap Fund, which applies this same investment discipline to a broader market-capitalization range: a significant portion of its assets may be invested in mid-cap and large-cap companies with market capitalizations of more than $5 billion.

Important Disclosure Information

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. Royce Special Equity Fund invests primarily in small-cap stocks which may involve considerably more risk than investing in larger-cap stocks. (Please see "Primary Risks for Fund Investors" in the prospectus.) As of 6/30/15, the Fund invested a significant portion of its assets in a limited number of stocks, which may involve considerably more risk than a more broadly diversified portfolio because a decline in the value of any of these stocks would cause the Fund's overall value to decline to a greater degree.

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