Royce Focus Value Fund

Class S (RYFVX)
Scorecard
1 / 5 Stars
Lipper
1 1 1 2 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

#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.

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Performance

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%
1 Year 23.6%
3 Years (Annualized) 6.3%
5 Years (Annualized) 10.8%
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Royce Focus Value Fund has an expense ratio of 1.35 percent.

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Risk

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

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