Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Royce Capital Micro-Cap Inv
Release date as of 2024-02-29. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Below Avg High 585
5-Year Above Avg High 553
10-Year Below Avg Above Avg 384
Overall Average High 585
Morningstar Category: Small Blend | Number of Funds in Category: 585
Data through 2024-02-29
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 22.14
Mean 1.39
Sharpe Ratio 0.04
Trailing 3-Yr as of 2024-02-29
  Modern Portfolio Theory Statistics
Best Fit Index
Russell 2000 TR USD
R-Squared 94
Beta 1.01
Alpha 2.52
Trailing 3-Yr as of 2024-02-29
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Country or Region, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Other, Regulation/Government Intervention, Management, Small Cap
Show Risk Definitions
  Investment Risks
Small Cap Funds: Smaller companies typically have higher risk of failure, and are not as well established as larger blue-chip companies. Historically, the smaller company stocks have experienced a greater degree of market volatility than the overall market average.
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.