About RYOFX
Royce Small-Cap Opportunity Fund Service Class is an actively managed mutual fund with a focus on small-cap and micro-cap equities, targeting companies with market capitalizations typically up to $2.5 billion. The fund aims to identify firms benefiting from catalysts such as new management, favorable business cycles, product innovation, or margin improvement, seeking to generate long-term capital appreciation for its investors. Its portfolio is broadly diversified across nearly 230 holdings, with a high level of sector diversification and no single position dominating the overall allocation—helping to mitigate individual company risk. The Royce Small-Cap Opportunity Fund Service Class is characterized by a blend of value and growth approaches, investing in sectors such as industrials, technology, healthcare, and communication services. With its emphasis on smaller companies, the fund offers exposure to a segment of the market that may present unique opportunities for growth and innovation, while also carrying higher risk relative to large-cap investments. The fund’s structure and strategy make it a notable choice for investors seeking diversified access to the dynamic small-cap segment of the U.S. equity market.
Fund Family Royce Investment Partners
Category Small Value
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol RYOFX
Share Class Service Class
Index Russell 2000 Value TR
RYOFX had a total return of 32.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.08%.
