1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#74 in Mid-Cap Blend
U.S. News evaluated 135 Mid-Cap 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 23.62 percent over the past year, 6.35 percent over the past three years, and 10.85 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.3%|
|3 Years (Annualized)||6.3%|
|5 Years (Annualized)||10.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. Normally, the fund invests at least 65% of its net assets in equity securities. Although the fund focuses on the securities of U.S. companies, it may invest up to 35% of its net assets (measured at the time of investment) in foreign securities.
Fees are Above Average compared to funds in the same category.
Royce Focus Value Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.