4 / 5 Stars
5 4 5 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#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.
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%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||N/A|
|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 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 are Above Average compared to funds in the same category.
Royce Special Equity Multi-Cap Fund has an expense ratio of 1.38 percent.
Risk is Average compared to funds in the same category according to Morningstar.