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    Royce Low Priced Stock Invmt (RLPHX)

    9.51 Down 0.05(0.52%) Mar 31
    Prev Close:9.56
    YTD Return*:1.16%
    Net Assets*:631.81M
    Yield*:0.07%

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for RLPHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GSM1.330.17
    VSH1.323.11
    NR1.30-1.57
    CVG1.2710.90
    KFRC1.26-1.20

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:631.81M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.24%

    Performance & Risk

    YTD Return:1.16%
    5y Avg Return:5.64%
    Rank in Category (ytd):76
    % Rank in Category (ytd):9.61%
    Beta (3y):1.16
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in low-priced equity securities. At least 65% of these securities will be issued by companies with stock market capitalizations up to $2.5 billion at the time of investment. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 35% of its net assets (measured at the time of investment) in foreign securities. View More
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