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    Royce Opportunity Invmt (RYPNX)

    13.69 Up 0.12(0.88%) Mar 2
    Prev Close:13.57
    YTD Return*:-5.94%
    Net Assets*:2.15B
    Yield*:N/A

    * As of 31-Jan-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    MSCC0.880.21
    SANM0.84-11.30
    MLI0.81-6.21
    CMC0.80-16.27
    AEIS0.803.29

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.15B
    Category:Small Value
    Annual Report Expense Ratio (net):1.16%

    Performance & Risk

    YTD Return:-5.94%
    5y Avg Return:14.65%
    Rank in Category (ytd):89
    % Rank in Category (ytd):20.23%
    Beta (3y):1.25
    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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