How to Invest

If you are an existing Royce Funds shareholder, you may also login and select the Purchase option.

Royce Closed-End Funds can also be purchased online through Direct Investing. Learn more .

To open an account directly with Royce by mail, download and complete an account application or order these materials by telephoning Investor Services at (800) 221-4268.

Many of our mutual funds are available for purchase through financial advisors or third parties such as mutual fund supermarkets, broker-dealers, trading platforms, and/or banks.

Please contact your personal financial advisor to find out more information and for help in figuring out which Royce Mutual Funds are best suited for your long-term investment goals.

Any account specific information will be handled through that third party, rather than Royce.

Through the Automated Clearing House (ACH), you can purchase or redeem fund shares ($50 minimum) by automatically debiting or crediting your checking account. Please note most savings accounts are not eligible for ACH services.

It may take two business days for ACH to debit or credit your checking account. Make sure that your bank is a member of ACH. Most banks don’t charge fees for ACH transactions.

There are three ways to add ACH banking instructions to your Royce Funds account(s):

1. Login to Account Access and click on the Update Bank Information or Add Bank Information links under the Manage Preferences tab.
2. Download, complete, and mail us the Express Service Form.
3. Establish Expedited Purchases and Redemptions on your account application.

Once you have added banking instructions to your account, you can purchase or redeem Fund shares online through Account Access, by telephoning Shareholder Services at (800) 841-1180 between 9 a.m. and 6 p.m. Eastern time, or by Royce Infoline at (800) 78-ROYCE at any time.

If you would like to redeem fund shares and have the proceeds wired to your bank, please contact Investor Services Monday through Friday at (800) 841-1180 before the close of trading on the NYSE (generally 4 p.m. Eastern time). A Royce Representative will assist you. Please note your bank may charge a fee for receiving wires. The maximum daily amount that can be redeemed is $50,000. The bank wiring instructions must already be established on your Royce Funds account. For more information, please see ACH Banking Instructions.