|1414 Ave of the Americas , New York, NY 10019|
|Fund Manager||Team Managed|
Royce Opportunity Fund s investment goal is long-term growth of capital. Royce Investment Partners ( Royce ), the Fund s investment adviser, invests the Fund s assets primarily in equity securities of small- and micro-cap companies in an attempt to take advantage of what it believes are opportunistic situations for undervalued securities. Small- and micro-cap companies are those that have a market capitalization not greater than that of the largest company in the Russell 2000 Index at the time of its most recent reconstitution. Such opportunistic situations may include turnarounds, emerging growth companies with interrupted earnings patterns, companies with unrecognized asset values, or undervalued growth companies. Although the Fund normally focuses on securities of small- and micro-cap companies, it may, in certain market environments, invest an equal or greater percentage of its assets in securities of larger-cap companies and may invest up to 10% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries. 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. The Fund may sell securities to, among other things, secure gains, limit losses, redeploy assets into what Royce deems to be more promising opportunities, and/or manage cash levels in the Fund s portfolio.
|Asset Type||% Of Allocation|
|Total Net Assets||16.29 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|CYH||COMMUNITY HEALTH SYSTEMS INCO||0.81%|
|AVID||AVID TECHNOLOGY INC||0.77%|
|OMI||OWENS & MINOR INC||0.74%|
|AOSL||ALPHA & OMEGA SEMICONDUCTOR||0.74%|
|HTH||HILLTOP HOLDINGS INC||0.71%|
|ORI||OLD REPUBLIC INTERNATIONAL||0.69%|
|AVYA||AVAYA HOLDINGS CORPORATION||0.68%|
|AAWW||ATLAS AIR WORLDWIDE HOLDINGS||0.66%|
|UCTT||ULTRA CLEAN HOLDINGS||0.65%|
|WCC||WESCO INTL INC||0.65%|
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