Morningstar® Investment Profile™   Morningstar®
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Royce Capital Small-Cap Inv
Release date as of 2022-07-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Low Average 440
5-Year Below Avg Average 412
10-Year Low Average 316
Overall Low Average 440
Morningstar Category: Small Value | Number of Funds in Category: 440
Data through 2022-07-31
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 25.92
Mean 5.10
Sharpe Ratio 0.30
Trailing 3-Yr as of 2022-07-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US Sml Brd Val Ext TR USD
R-Squared 95
Beta 0.91
Alpha -4.57
Trailing 3-Yr as of 2022-07-31
  Principal Risks   
Currency, Foreign Securities, Loss of Money, Not FDIC Insured, Country or Region, High Portfolio Turnover, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Other, Management, Portfolio Diversification, 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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