2 / 5 Stars
4 4 1 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#51 in Small Value
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.
The fund has returned 18.92 percent over the past year, 9.31 percent over the past three years, 8.45 percent over the past five years, and 12.88 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.1%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||8.4%|
|10 Years (Annualized)||12.9%|
The investment seeks long-term growth of capital. The fund invests primarily in the equity securities of small- and micro-cap companies, those with market capitalizations up to $2.5 billion. Although the fund normally focuses on the securities of companies with market capitalizations up to $2.5 billion, it may, in certain market environments, invest an equal or greater percentage of its assets in securities of larger-cap companies and may invest up to 10% of its assets in foreign 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 1.13 percent.
Risk is High compared to funds in the same category according to Morningstar.