4 / 5 Stars
4 4 3 3 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#3 in Financial
U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.26 percent over the past year, 13.53 percent over the past three years, 21.50 percent over the past five years, and 9.01 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.5%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||21.5%|
|10 Years (Annualized)||9.0%|
The investment seeks long-term growth of capital. The fund invests the fund's assets primarily in the equity securities of micro-cap, small-cap, and/or mid-cap companies with market capitalizations up to $5 billion that are "principally" engaged in the financial services industry. Although the fund normally focuses on securities of financial services companies with market capitalizations up to $5 billion, it may invest an equal or greater percentage of its assets in securities of companies with larger market capitalizations. Although the fund focuses on the securities of U.S. companies, it may invest up to 35% of its net assets in foreign securities.
Fees are Low compared to funds in the same category.
Royce Financial Services Fund has an expense ratio of 1.49 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.