Nasdaq - Delayed Quote USD

Royce Micro-Cap Invmt (RYOTX)

11.60 +0.05 (+0.43%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 11.55
  • YTD Return 8.00%
  • Expense Ratio 1.24%
  • Category Small Blend
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 305.09M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.01
  • Inception Date Aug 30, 2002

The fund invests the fund's assets primarily in equity securities of micro-cap companies. Normally, the fund invests at least 80% of its net assets in equity securities of micro-cap companies. Although the fund normally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.

Royce Investment Partners

Fund Family

Small Blend

Fund Category

305.09M

Net Assets

2002-08-30

Inception Date

Performance Overview: RYOTX

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Trailing returns as of 10/31/2024. Category is Small Blend.

YTD Return

RYOTX
8.00%
Category
20.19%
?

1-Year Return

RYOTX
21.71%
Category
60.18%
?

3-Year Return

RYOTX
2.27%
Category
11.32%
?

5-Year Return

RYOTX
12.91%
Category
13.88%
?

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Holdings: RYOTX

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Top 10 Holdings (12.40% of Total Assets)

SymbolCompany% Assets
CDNA
CareDx, Inc 1.29%
AORT
Artivion, Inc. 1.28%
NWPX
Northwest Pipe Company 1.26%
GHM
Graham Corporation 1.25%
DSGR
Distribution Solutions Group, Inc. 1.25%
QNST
QuinStreet, Inc. 1.24%
CRAI
CRA International, Inc. 1.24%
SCVL
Shoe Carnival, Inc. 1.21%
VSEC
VSE Corporation 1.19%
TRNS
Transcat, Inc. 1.19%

Sector Weightings

Recent News: RYOTX

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Research Reports: RYOTX

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