In a recent SEC filing, the Royce Fund (0000709364) disclosed important information that investors should take note of. This Form 497K submission is significant as it provides transparency into the fund’s operations, holdings, and performance. Investors and analysts often rely on such filings to make informed decisions about their investments in the fund.
The Royce Fund is a well-known investment management company that offers a range of mutual funds to investors. With a focus on small-cap and micro-cap stocks, the fund aims to provide long-term capital growth for its investors. For more information about the Royce Fund and its offerings, you can visit their official website here.
Form 497K is a type of SEC filing that mutual funds use to disclose their performance data and portfolio holdings to investors. This form provides transparency and helps investors understand how the fund is managed and the types of securities it holds. By reviewing Form 497K filings, investors can make more informed decisions about whether the fund aligns with their investment goals and risk tolerance.
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