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    Royce Opportunity Invmt (RYPNX)

    13.45 Down 0.10(0.74%) Jul 2
    Prev Close:13.55
    YTD Return*:0.67%
    Net Assets*:2.08B
    Yield*:N/A

    * As of 31-May-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    MSCC0.99N/A
    MLI0.88N/A
    CMC0.86N/A
    SANM0.84N/A
    AEIS0.83N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.08B
    Category:Small Value
    Annual Report Expense Ratio (net):1.14%

    Performance & Risk

    YTD Return:0.67%
    5y Avg Return:13.11%
    Rank in Category (ytd):75
    % Rank in Category (ytd):16.67%
    Beta (3y):1.27
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term growth of capital. Royce & Associates, LLC ("Royce"), the fund's investment adviser, invests the fund's assets primarily in equity securities of small-cap companies with stock market capitalizations up to $3 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. The fund may invest in other investment companies that invest in equity securities. View More
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