Royce Small-Cap Opportunity Fund Investment Class (RYPNX)

Overview

The fund represents an investment entity focused on capitalizing on undervalued small-cap equity securities. Guided by the expertise of its investment adviser, the fund primarily seeks to invest in what it perceives to be opportunistic situations for acquiring undervalued stocks. Adhering to a strategy that focuses on small-cap companies, the fund mandates that at least 80% of its net assets are invested in the securities of such companies under normal market conditions. This approach underscores the fund's commitment to leveraging potential growth opportunities within the small-cap segment, aiming to deliver value to its investors through meticulous selection and investment in underpriced securities.

Products and Services

• Equity Securities of Small-Cap Companies

  At the core of the fund's investment strategy lies its focus on the equity securities of small-cap companies. By dedicating at least 80% of its net assets to this segment, the fund seeks to leverage the potential for high growth and value appreciation these companies can offer. The investment adviser's expertise in identifying undervalued securities within this market segment enables the fund to aim for significant returns by investing in companies that possess the potential for increased valuations over time.

• Investments in Opportunistic Situations

  The fund's strategic aim to capitalize on opportunistic situations for undervalued securities forms a key part of its investment approach. By identifying and investing in stocks that are believed to be priced below their intrinsic value, the fund positions itself to benefit from the correction of market inefficiencies. This proactive investment philosophy is designed to uncover and exploit value investment opportunities, giving the fund a competitive edge in the pursuit of capital growth.

• Investment in Other Investment Companies

  Apart from direct investments in small-cap companies, the fund may also allocate part of its portfolio to other investment companies focusing on equity securities. This diversification strategy enables the fund to spread risk and tap into a broader range of investment opportunities beyond its primary focus area. By investing in other funds with a similar investment mandate, the fund can potentially enhance its returns while maintaining a diversified investment profile.