Royce Special Equity Multi-Cap Fund

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.

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Performance

The fund has returned 26.91 percent over the past year, and 15.81 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -0.8%
1 Year 26.9%
3 Years (Annualized) 15.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 1.16 percent.

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Risk

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

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