5 / 5 Stars
5 4 5 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#2 in Large Blend
U.S. News evaluated 487 Large 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 26.71 percent over the past year, and 15.67 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Royce Special Equity Multi-Cap Fund has an expense ratio of 1.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.