2 / 5 Stars
1 1 3 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#172 in Mid-Cap Growth
U.S. News evaluated 217 Mid-Cap Growth 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 30.14 percent over the past year, and 13.65 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||24.4%|
|3 Years (Annualized)||13.6%|
|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 the equity securities of companies that it believes are trading significantly below its estimate of their current worth. Normally, it 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 in foreign securities.
Fees are Low compared to funds in the same category.
Royce Partners Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.