Royce Select I Fund

Class Inv (RYSFX)
Scorecard
4 / 5 Stars
Lipper
2 2 3 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

#111 in Small Blend

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.

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Performance

The fund has returned 22.31 percent over the past year, 10.09 percent over the past three years, 22.11 percent over the past five years, and 10.52 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.0%
1 Year 22.3%
3 Years (Annualized) 10.1%
5 Years (Annualized) 22.1%
10 Years (Annualized) 10.5%

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Summary

The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in equity securities of micro-cap, small-cap and mid-cap companies with market capitalizations up to $5 billion. The long portion of the fund's portfolio is invested primarily in a limited number (generally less than 100) of the equity securities of micro-cap, small-cap and/or mid-cap companies with market capitalizations up to $5 billion. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 15% of its assets in foreign securities. The fund may invest its assets in both long and short positions in equity securities.