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Lipper
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Zacks Investment Research
4
(Sell)
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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 49.88 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 21.0% |
| 1 Year | 49.9% |
| 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. 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
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.
