| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
3
1
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
U.S. News evaluated 113 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 35.26 percent over the past year, 14.37 percent over the past three years, 7.71 percent over the past five years, and 11.27 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.2% |
| 1 Year | 35.3% |
| 3 Years (Annualized) | 14.4% |
| 5 Years (Annualized) | 7.7% |
| 10 Years (Annualized) | 11.3% |
Summary
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
Fees are Above Average compared to funds in the same category.
Royce Opportunity Fund has an expense ratio of 1.84 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
