4 / 5 Stars
3 2 3 5 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#71 in Mid-Cap Growth
U.S. News evaluated 220 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 4.98 percent over the past year, 9.12 percent over the past three years, 5.84 percent over the past five years, and 12.58 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||3.9%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||5.8%|
|10 Years (Annualized)||12.6%|
The investment seeks long-term growth of capital. The fund invests in a limited number (generally less than 100) of the equity securities of small-cap companies, those with stock market capitalizations from $750 million to $2.5 billion. It invests at least 80% of its net assets in the equity securities of 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. The fund may invest up to 25% of its net assets in foreign securities.
Fees are Low 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.