Royce Small-Cap Value Fund FY 2025 Commentary

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The Royce Funds120 FollowersFollow5ShareSavePlay(13min)CommentsSummaryRoyce Small-Cap Value Fund advanced 6.7% in 2025 versus a 12.6% gain for its benchmark, the Russell 2000 Value Index, for the same period.The Fund outperformed its benchmark for the 5-year, and since inception (6/14/01) periods ended 12/31/25.The rally that boosted small-caps off the April lows was dominated by low-quality and more speculative companies, and left the kind of conservatively capitalized, quality businesses we focus on trailing. syahrir maulana/iStock via Getty Images Fund Performance Royce Small-Cap Value Fund advanced 6.7% in 2025 versus a 12.6% gain for its benchmark, the Russell 2000 Value Index, for the same period. The Fund outperformed its benchmark for the 5-year, andThis article was written byThe Royce Funds120 FollowersFollowThe Royce Funds is a small-cap specialist with unparalleled knowledge and experience, offering distinct investment approaches to meet a variety of investors’ goals.
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