Royce Total is trading at 7.74 as of the 23rd of January 2025; that is 0.64 percent down since the beginning of the trading day. The fund's open price was 7.79. Royce Total has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 23rd of January 2025. Click here to learn more.
Normally, the fund invests at least 65 percent of its net assets in dividend-paying equity securities. In addition, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies, under normal circumstances. Although the fund normally focuses on securities of U.S. More on Royce Total Return
Royce Total Return [RYTRX] is traded in USA and was established 23rd of January 2025. Royce Total is listed under Royce Investment Partners category by Fama And French industry classification. The fund is listed under Small Value category and is part of Royce Investment Partners family. This fund at this time has accumulated 967.61 M in assets with no minimum investment requirementsRoyce Total Return is currently producing year-to-date (YTD) return of 1.72% with the current yeild of 0.03%, while the total return for the last 3 years was 5.8%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Royce Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Royce Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Royce Total Return Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Royce Mutual Fund
Royce Total financial ratios help investors to determine whether Royce Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Royce with respect to the benefits of owning Royce Total security.