2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#119 in Small Growth
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.
The fund has returned 22.74 percent over the past year, 11.19 percent over the past three years, 15.84 percent over the past five years, and 8.42 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.1%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||8.4%|
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 1.46 percent.
Risk is Average compared to funds in the same category according to Morningstar.