What are the minimum requirements for initial and subsequent investments?
The minimum initial investment for The Royce Funds varies by Fund, Class, and type of account. You can find more specific information at Share Classes, or in each Fund’s individual profile, e.g. Royce Pennsylvania Mutual Fund, Investment Class . Generally speaking, for Service and Consultant Class Shares the minimums are $2,000 for a regular account and $1,000 for an IRA. You may open a regular account for $1,000 if you establish an automatic investment plan with a minimum monthly investment of $50. The minimums for some funds’ Investment Class shares are $100,000 (as of May 1, 2007). The minimums for Royce Select Funds I and II, Royce Global Select Fund and Royce SMid-Cap Select Fund are $50,000 for both regular accounts and IRAs for qualified investors. Subsequent investments are $100. Subsequent investments for GiftShare Accounts in Royce Heritage Fund are also $100.
The minimum initial investment for The Royce Funds varies by Fund, Class, and type of account. You can find more specific information at Share Classes, or in each Fund’s individual profile, e.g. Royce Pennsylvania Mutual Fund, Investment Class . Generally speaking, for Service and Consultant Class Shares the minimums are $2,000 for a regular account and $1,000 for an IRA. You may open a regular account for $1,000 if you establish an automatic investment plan with a minimum monthly investment of $50. The minimums for some funds’ Investment Class shares are $100,000 (as of May 1, 2007). The minimums for Royce Asia-Pacific Select Fund, Royce Global Select Fund, Royce Select Fund I, Royce Select Fund II and Royce SMid-Cap Select Fund are $50,000 for both regular accounts and IRAs for qualified investors. Subsequent investments are $100. Subsequent investments for GiftShare Accounts in Royce Heritage Fund are also $100.
