Royce Value Plus Fund

1 / 5 Stars
1 1 1 1 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
D- (Sell)

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Royce funds

See full Small Growth rankings

See more fund rankings


The fund has returned 22.57 percent over the past year, 11.01 percent over the past three years, 15.64 percent over the past five years, and 8.31 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.0%
1 Year 22.6%
3 Years (Annualized) 11.0%
5 Years (Annualized) 15.6%
10 Years (Annualized) 8.3%

See more RVPKX performance


The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in equity securities of companies with stock market capitalizations up to $5 billion at the time of investment. The fund may continue to hold or, in some cases, build positions in companies with market capitalizations of more than $5 billion.


Fees are Above Average compared to funds in the same category.
Royce Value Plus Fund has an expense ratio of 1.59 percent.

See more RVPKX fees


Risk is Average compared to funds in the same category according to Morningstar.

See more RVPKX risk