2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#18 in Foreign Small/Mid Blend
U.S. News evaluated 28 Foreign Small/Mid Blend 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 5.51 percent over the past year, 2.28 percent over the past three years, and 17.25 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||2.3%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in the equity securities of companies with market capitalizations up to $5 billion at the time of investment. Under normal market conditions at least 65% of the fund's net assets will be invested in the equity securities of international companies located in at least three different countries.
Fees are High compared to funds in the same category.
Royce International Smaller-Companies Fund has an expense ratio of 1.69 percent.
Risk is Average compared to funds in the same category according to Morningstar.