Royce Smaller Companies Growth Fund Quote
| RYVPX Fund | USD 8.10 0.02 0.25% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Royce Smaller is trading at 8.10 as of the 22nd of November 2024; that is 0.25 percent down since the beginning of the trading day. The fund's open price was 8.12. Royce Smaller has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Royce Smaller Companies Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The funds investment adviser invests the funds assets primarily in equity securities of companies with stock market capitalizations up to 7.5 billion that the adviser believes have above-average growth prospects. Normally, the fund invests at least 80 percent of its net assets in equity securities of companies with stock market capitalizations up to 7.5 billion. More on Royce Smaller Companies Growth
Moving together with Royce Mutual Fund
| 0.88 | RPFFX | Royce Premier | PairCorr |
| 0.87 | RSEFX | Royce Special Equity | PairCorr |
| 0.93 | RDVIX | Royce Dividend Value | PairCorr |
| 0.97 | RVPHX | Royce Smaller Companies | PairCorr |
| 0.78 | RVVHX | Royce Small Cap | PairCorr |
| 0.94 | RYDVX | Royce Dividend Value | PairCorr |
Moving against Royce Mutual Fund
Royce Mutual Fund Highlights
| Fund Concentration | Royce Investment Partners Funds, Large Funds, Small Growth Funds, Small Growth, Royce Investment Partners (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Royce Smaller Companies Growth [RYVPX] is traded in USA and was established 22nd of November 2024. Royce Smaller is listed under Royce Investment Partners category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Royce Investment Partners family. This fund at this time has accumulated 193.37 M in assets with no minimum investment requirementsRoyce Smaller Companies is currently producing year-to-date (YTD) return of 22.93%, while the total return for the last 3 years was -4.71%.
Check Royce Smaller Probability Of Bankruptcy
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 Smaller Companies Growth 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.
Top Royce Smaller Companies Growth Mutual Fund Constituents
| WST | West Pharmaceutical Services | Stock | Health Care | |
| PGNY | Progyny | Stock | Health Care | |
| INSP | Inspire Medical Systems | Stock | Health Care | |
| INMD | InMode | Stock | Health Care | |
| IPGP | IPG Photonics | Stock | Information Technology | |
| MX | MagnaChip Semiconductor | Stock | Information Technology | |
| ASPU | Aspen Group | Pink Sheet | Consumer Discretionary | |
| PNTG | Pennant Group | Stock | Health Care |
Royce Smaller Companies Risk Profiles
| Mean Deviation | 0.9931 | |||
| Semi Deviation | 1.15 | |||
| Standard Deviation | 1.38 | |||
| Variance | 1.9 |
Royce Smaller Against Markets
Other Information on Investing in Royce Mutual Fund
Royce Smaller 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 Smaller security.
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