About ROFCX
Royce Small-Cap Opportunity Fund Consultant Class is an actively managed mutual fund that specializes in identifying investment opportunities among small-cap U.S. companies. The fund’s primary objective is long-term capital growth, achieved by investing predominantly in the equity securities of small-cap firms with potential for significant appreciation. Employing an opportunistic, value-oriented approach, the fund allocates capital toward companies that may be experiencing turnarounds, possess unrecognized asset values, or demonstrate other catalysts for future earnings growth, such as new management, favorable business cycles, or product innovation. The portfolio is diversified across various sectors, including industrials, technology, healthcare, and energy, and is designed to capture value in businesses typically overlooked by the broader market. While the focus remains on domestic equities, the fund may invest a small portion of its assets in international securities. With a seasoned management team and a research-driven process, Royce Small-Cap Opportunity Fund Consultant Class serves investors seeking exposure to the dynamic and often undervalued segment of small-cap value stocks within the U.S. equity landscape.
Fund Family Royce Investment Partners
Category Small Value
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol ROFCX
Share Class Consultant Class
Index Russell 2000 Value TR
ROFCX had a total return of 18.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.13%.
