Royce Special Equity Multi-Cap Fund

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

#16 in Large Blend

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Royce funds

See full Large Blend rankings

See more fund rankings

Performance

The fund has returned 24.31 percent over the past year, and 16.03 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 0.6%
1 Year 24.3%
3 Years (Annualized) 16.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more RSEMX performance

Summary

The investment seeks long-term growth of capital. The fund invests its assets primarily in equity securities. It normally invests at least 80% of its net assets in equity securities. Although the fund may invest in the equity securities of companies of any market capitalization, the adviser expects that a significant portion of the fund's assets may be invested in the equity securities of mid- and larger-cap companies with market capitalizations of more than $5 billion. It may invest up to 25% of its net assets in foreign securities.

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.

See more RSEMX fees

Risk

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

See more RSEMX risk