2 / 5 Stars
1 1 1 1 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#128 in Small Blend
U.S. News evaluated 229 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 18.91 percent over the past year, 4.17 percent over the past three years, 14.13 percent over the past five years, and 8.24 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.0%|
|3 Years (Annualized)||4.2%|
|5 Years (Annualized)||14.1%|
|10 Years (Annualized)||8.2%|
The investment seeks long-term growth of capital. The fund invests the fund's assets primarily in the equity securities of micro-cap companies with stock market capitalizations up to $750 million. Normally, the fund invests at least 80% of its net assets in the equity securities of companies with market caps up to $750 million. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.
Fees are Above Average compared to funds in the same category.
Royce Micro Cap Series Fund has an expense ratio of 1.53 percent.
Risk is Average compared to funds in the same category according to Morningstar.