5 / 5 Stars
5 4 2 5 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 118 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 40.28 percent over the past year, and 17.27 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.4%|
|3 Years (Annualized)||17.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. Normally, the fund invests at least 65% of its net assets in equity securities. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 25% of its assets in securities of companies headquartered in foreign countries. The fund may invest in other investment companies that invest in equity securities.
Fees are Low compared to funds in the same category.
Royce Opportunity Select Fund has an expense ratio of 0.25 percent.
Risk is High compared to funds in the same category according to Morningstar.