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Here you can find all mutual funds issued by Royce Investment Partners and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Royce Investment Partners
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
PENNX
Royce Pennsylvania Mutual FundSmall Cap Blend EquitiesOct 31, 19720.92%
7.41%
8.92%
4.57%
Royce International Premier Fund Institutional Cla...Mid Cap Growth Equities, Foreign Small & Mid Cap Equities1.04%
0.30%
3.08%
Royce Dividend Value FundMid Cap Blend EquitiesMay 3, 20041.34%
15.18%
8.19%
10.22%
Royce International Premier FundForeign Small & Mid Cap EquitiesDec 30, 20101.44%
0.06%
5.19%
2.18%
Royce Micro Cap Series FundSmall Cap Blend EquitiesDec 31, 19911.20%
6.27%
6.93%
6.56%
Royce Opportunity FundSmall Cap Value EquitiesNov 19, 19961.21%
4.37%
9.24%
4.34%
Royce Premier FundSmall Cap Blend EquitiesDec 31, 19911.17%
4.43%
8.38%
6.60%
Royce Special Equity FundSmall Cap Value EquitiesMay 1, 19981.20%
1.17%
6.36%
5.26%
Royce Total Return FundSmall Cap Value EquitiesDec 15, 19931.25%
4.61%
7.88%
9.32%
Royce Small-Cap Value FundSmall Cap Value EquitiesJun 14, 20011.49%
4.49%
5.65%
7.85%
Royce Smaller-Companies Growth FundSmall Cap Growth EquitiesJun 14, 20011.49%
11.54%
7.30%
0.00%

1–11 of 11

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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