2 / 5 Stars
1 1 1 1 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 227 Small 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 18.24 percent over the past year, 2.55 percent over the past three years, 20.74 percent over the past five years, and 6.95 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||2.6%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||7.0%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in the equity securities of micro-cap companies, a universe of more than 3,000 companies with stock market capitalizations up to $750 million. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 35% of its net assets in foreign securities. The fund may also invest up to 10% of its net assets in the securities of companies that are headquartered in "developing countries."
Fees are High compared to funds in the same category.
Royce Micro Cap Series Fund has an expense ratio of 2.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.