Royce Premier Fund Institutional Class (RPFIX)

Overview

The company operates as a fund focused on investing in equity securities of primarily small-cap companies. It uses the expertise of its investment adviser to manage the fund's assets, targeting a limited selection (generally less than 100) of premier small-cap companies at the time of investment. This strategy emphasizes a strong commitment to small-cap equity, with at least 80% of the fund's net assets invested in the equity securities of these selected companies. Additionally, the fund aims to maintain a high level of investment (at least 65%) in small-cap companies, underscoring its dedication to this segment of the market.

Products and Services

• Equity Securities Investment

  The primary service offered involves the investment in equity securities of small-cap companies. These are carefully selected premier firms that the fund believes have the potential for growth. The investment strategy focuses on acquiring stakes in less than 100 companies, ensuring a focused and dedicated investment approach.

• Small-Cap Equity Focus

  The fund dedicates at least 80% of its net assets to investments in equity securities of small-cap companies. This commitment highlights the fund's strategic focus on the small-cap sector, tapping into the growth potential of these smaller companies. The fund's investment adviser leverages extensive market knowledge to identify these investment opportunities.

• Long-Term Investment in Premier Companies

  Beyond the focus on small-cap investments, the fund ensures that a significant portion of its portfolio (at least 65%) is comprised of securities issued by small-cap companies at the time of investment. This approach reflects the fund's long-term investment philosophy, aiming to support and capitalize on the growth of premier companies within this sector over time.