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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
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TheStreet.com
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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 28.09 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.4% |
| 1 Year | 28.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. Normally, the fund invests at least 65% of its net assets in equity securities. The long portion of the fund's portfolio is invested primarily in a limited number (generally less than 100) of 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. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 25% of its assets in foreign securities.
Fees
Fees are Low compared to funds in the same category.
Royce Opportunity Select Fund has an expense ratio of 0.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
