Archived Material: Important Performance Information

Archived material may contain dated performance, risk and other information; please view returns as of the most recent quarter end and month end. Due to changing circumstances over time, statements made in archived material may or may not have continued applicability or relevance in today's environment. Any thoughts concerning market movements and future prospects for small-company stocks are solely those of Royce & Associates, LLC, and, of course, there can be no assurance with regard to future market movements. Small- and micro-cap stocks may involve considerably more risk than larger-cap stocks.

All performance information reflects past performance, is presented on a total return basis and reflects reinvestment of distributions. Current performance may be higher or lower than performance quoted. Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares may be worth more or less than their original cost when redeemed. Please read the fund's prospectus carefully and consider a fund's investment goals, risks, fees and expenses before investing or sending money. The prospectus contains this and other information. The Russell 2000, Russell 2000 Value, Russell 2000 Growth, S&P 500, S&P 600, NASDAQ Composite and DJIA are unmanaged indices of domestic common stocks. Distributor: Royce Fund Services, Inc.

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The Royce Funds

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    1. News & Commentary
      Financial Professional & Media Contact

    2. Royce Newsletters

      RWord

      RWord is the semiannual shareholder newsletter for The Royce Funds, with editions mailed in spring (May) and fall (November). It typically includes an in-depth interview with CIO Chuck Royce, a Fund Focus, and performance information for our Funds.

      RWord Fall 2009 Download a PDF of the Fall 2009 RWord to read Chuck Royce's interview, Historic Opportunity: A Look at Royce Opportunity Fund, The NEW Royce Fund Guide, Fund performance information and more.

      RWord Spring 2009 Download a PDF of the Spring 2009 RWord to read Chuck Royce's interview, Hibernation Hints, Accounting for Quality, What's News at The Royce Funds and more.

      eWord

      Written for all audiences, the eWord is a monthly e-mail newsletter that highlights the latest news at The Royce Funds. You’ll get access to commentaries from CIO Chuck Royce and our team of Portfolio Managers, and will be kept up-to-date on fund performance, distributions, new offerings, and more.

      Subscribe to eWord:

      eWordView the March 2010 eWord

      What Puts the "Plus" in Royce Value Plus Fund?: Chip Skinner on Success and Opportunity; 2009 Annual Reports Are Now Available; The Gannon Report: Beware of Greeks Bearing Gifts…; Financial Professionals: Register for the Semiannual Advisor Webcast and Conference Call

      View previous issues of eWord

      February 2010 eWord
      Our Letter to Shareholders; 4Q 2009 Fund Materials; Whitney George on Fourth Quarter 2009; The Gannon Report: Getting Financed; In The Spotlight: Why Global, Why Now?

      January 2010 eWord
      Chuck Royce on Fourth Quarter 2009; In The Spotlight: Why Global, Why Now?; The Gannon Report: Is It Time for Quality?; The Royce Funds 2009 Year End Distributions; Advisor's Corner: Revamped Financial Professional website.

      December 2009 eWord
      Charlie Dreifus has been Nominated for a Prestigious Award; Follow the Leaders: Lauren Romeo and Jim Harvey on their emerging roles at Royce; The Gannon Report: Keep Active!; Advisor's Corner: Fall 2009 Conference Call Transcript is now Available.

      November 2009 eWord
      Chuck Royce sits down with Morningstar; Getting in Position: Chip Skinner on Portfolio Positioning; The Gannon Report: One Stock at a Time; Advisor's Corner: 3Q 2009 Literature Updates.

      October 2009 eWord
      Chuck Royce on Third Quarter 2009; Introducing the NEW Fund Guide; Third Quarter In the Spotlight: A Singular Opportunity; The Gannon Report: Resurrecting Final Demand; Advisor's Corner: Fall Conference Call replay available until October 30, 2009.

      September 2009 eWord
      Digging Deeper: John Protos on the Importance of Research; The Gannon Report: Banking on Sunnier Days; Things Have Changed: Part II of our Shareholder Letter; Financial Professional Updates: Semiannual Advisor Conference Call, Wednesday, September 30 at 3:00pm ET.

      August 2009 eWord
      Simple Twist of Fate: Part I of our Shareholder Letter; The Gannon Report: Exit Strategy; Laying the Groundwork: Whitney George shares his thoughts; Financial Professional Updates: Second Quarter Impact and Attribution Reports, Fund Fact Sheets and Advisor Review Book are now available.

      July 2009 eWord
      Chuck Royce on Second Quarter 2009; The Gannon Report: The New Normal; In The Spotlight: Jenifer Taylor and Whitney George Talk Micro-Cap Stock Investing; Advisor's Corner: Second Quarter Advisor Flash.

      June 2009 eWord
      Global Values: David Nadel talks about Royce's expanding global reach; The Gannon Report: Notes from the Field; On The Road to Recovery?: Charlie Dreifus discusses the market's rally; Advisor's Corner: Watch highlights from Royce's Spring Portfolio Manager Symposium.

      May 2009 eWord
      Is the Bull Full of Hot Air?: Jay Kaplan casts a skeptical eye on the market's recent run; The Gannon Report: Dividends = Quality?; Looking for the Early Risers: An Interview with Chip Skinner; New Prospectuses Dated May 1, 2009, are Now Available.

      April 2009 eWord
      In The Spotlight - Know Limits: Limited Portfolios and Company Quality; Chuck Royce on First Quarter 2009; The Gannon Report: Re-inflation, Re-inflation, Re-inflation…; Keeping It Simple: An Interview with Whitney George.

      This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money.

      The Royce Funds invest primarily in securities of mid-cap, small-cap and micro-cap stocks that may involve considerably more risk than investments in securities of larger-cap companies (see Primary Risks for Fund Investors in the prospectus).

  • © Royce & Associates, LLC, 745 Fifth Avenue, New York, NY 10151, (800) 221-4268. All rights reserved. Distributor of The Royce Fund and Royce Capital Fund: Royce Fund Services, Inc., a wholly owned subsidiary of Royce & Associates. The Royce Funds are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. View our Policies & Procedures, including, among others, our Sarbanes-Oxley Code of Ethics, Privacy Policy and Proxy Voting Guidelines and Procedures.