3 / 5 Stars
3 2 3 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#149 in Mid-Cap Growth
U.S. News evaluated 222 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 15.95 percent over the past year, 10.25 percent over the past three years, 19.68 percent over the past five years, and 10.88 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||19.7%|
|10 Years (Annualized)||10.9%|
The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in the equity securities of such premier companies. At least 65% of these securities will be issued by companies with stock market capitalizations up to $2.5 billion at the time of investment. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 25% of its net assets in securities of companies headquartered in foreign countries.
Fees are High compared to funds in the same category.
Royce Premier Fund has an expense ratio of 1.06 percent.
Risk is Average compared to funds in the same category according to Morningstar.