3 / 5 Stars
4 4 1 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 122 Small Value 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 24.36 percent over the past year, 15.07 percent over the past three years, 23.01 percent over the past five years, and 9.18 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.8%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||23.0%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term growth of capital. The fund invests its assets primarily in the equity securities of small-cap companies with stock market capitalizations up to $2.5 billion in an attempt to take advantage of what it believes are opportunistic situations for undervalued securities. Normally, the fund invests at least 65% of its net assets in equity securities.
Fees are Low compared to funds in the same category.
Royce Opportunity Fund has an expense ratio of 1.46 percent.
Risk is High compared to funds in the same category according to Morningstar.