Royce Capital Fund - Small-Cap PortfolioRCPFX

MUTUAL FUNDRoyce
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$170.9M
Expense ratio
1.18%
1-year return
+26.8%
3 years, a year
+12.6%
5 years, a year
+7.4%
Holdings
80

What it aims to do.

Royce Small-Cap Portfolios investment goal is long-term growth of capital.

Top 10 holdings.

Holding% of fund
DBD Diebold Nixdorf Inc2.20%
SNX TD SYNNEX Corp2.06%
Catalyst Pharmaceuticals Inc2.01%
VLGEA Village Super Market Inc2.00%
TSBK Timberland Bancorp Inc/WA2.00%
JOBY IBEX Holdings Ltd1.99%
MTDR Matador Resources Co1.87%
ALSN Allison Transmission Holdings Inc1.86%
SM SM Energy Co1.84%
LEA Lear Corp1.84%

More on RCPFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.