3 / 5 Stars
5 4 1 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 117 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 29.37 percent over the past year, 13.01 percent over the past three years, 28.54 percent over the past five years, and 8.34 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||28.5%|
|10 Years (Annualized)||8.3%|
The investment seeks long-term growth of capital. The fund invests the fund's assets primarily in the equity securities of small-cap and micro-cap companies, those with 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 High compared to funds in the same category.
Royce Opportunity Fund has an expense ratio of 1.84 percent.
Risk is High compared to funds in the same category according to Morningstar.