Royce Special Equity Multi-Cap Fund

Scorecard
4 / 5 Stars
Lipper
5 4 5 2 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

#70 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.85 percent over the past year, and 16.83 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 5.3%
1 Year 21.8%
3 Years (Annualized) 16.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in equity securities. Although the fund may invest in the equity securities of companies of any stock market capitalization, Royce expects that a significant portion of the fund's assets may be invested in the equity securities of mid- and larger-cap companies with stock market capitalizations of more than $5 billion.

Fees

Fees are Above Average compared to funds in the same category.
Royce Special Equity Multi-Cap Fund has an expense ratio of 1.38 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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