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 Dow Up 0.13% Nasdaq Down 0.10%

Royce Opportunity R (ROFRX)

14.48 Down 0.08(0.55%) Jul 28
Prev Close:14.56
YTD Return*:2.72%
Net Assets*:2.60B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for ROFRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
IM0.7925.70
CMC0.76-12.20
SANM0.7438.98
NCS0.7312.66
OMG0.69-8.84

Fund Basics

Morningstar Overall Rating:
Total Assets:2.6B
Category:Small Value
Annual Report Expense Ratio (net):1.82%

Performance & Risk

YTD Return:2.72%
5y Avg Return:22.66%
Rank in Category (ytd):89
% Rank in Category (ytd):22.65%
Beta (3y):1.51
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term growth of capital. The fund invests its assets primarily in the equity securities of small-cap companies with stock market capitalizations up to $2.5 billion in an attempt to take advantage of what it believes are opportunistic situations for undervalued securities. Normally, the fund invests at least 65% of its net assets in equity securities. View More
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