Investors in New York, NY, should carefully consider important performance and expense information before investing in a Fund. The prospectus contains essential details about the Fund’s investment goals, risks, fees, and expenses. Interested investors can obtain a free prospectus by visiting the Royce Investment Partners website. It is crucial for investors to thoroughly read the prospectus before making any investment decisions.
Past performance is not a reliable indicator of future results. The Fund is actively managed with a focus on long-term absolute returns. Holdings, country weightings, and sector weightings are subject to change based on market conditions. The data provided by FactSet and Royce Investment Partners offers valuable insights into performance but should not be taken as investment advice.
Performance and risk disclosure is a vital aspect for investors to consider. Before investing or sending money, investors should read the prospectus carefully. The Fund primarily invests in small-cap stocks, which come with higher risks compared to larger-cap stocks. Additionally, investing in foreign companies can expose the Fund to unique risks related to political, social, economic, and currency developments in specific countries or regions.
Investors should also be aware that the Fund invests a significant portion of its assets in a limited number of stocks, which can increase the level of risk. Sector and industry weightings are determined using the Global Industry Classification Standard, developed by Standard & Poor’s Financial Services LLC and MSCI Inc. The Fund’s performance is not indicative of any particular investment, as it is not possible to directly invest in an index.
It is crucial for investors to consult with their financial professionals before making any investment decisions. The information provided in this material is general in nature and should not be considered as personalized investment advice. Investors should carefully assess their financial situation and needs before deciding on any particular security or investment strategy. By staying informed and seeking professional guidance, investors can make well-informed financial decisions.