Royce Smaller-Companies Growth FundRVPHX

MUTUAL FUNDRoyce
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$179.6M
Expense ratio
1.02%
1-year return
+22.9%
3 years, a year
+14.2%
5 years, a year
+1.3%
Holdings
83

What it aims to do.

Royce Smaller-Companies Growth Funds investment goal is long-term growth of capital.

Top 10 holdings.

Holding% of fund
JOBY Fixed Income Clearing Corp.6.17%
Federated Government Obligations Fund3.21%
AXSM Axsome Therapeutics Inc2.63%
SRTA Strata Critical Medical Inc2.52%
FTK Flotek Industries Inc2.41%
SBCF Seacoast Banking Corp of Florida2.40%
PI Impinj Inc2.16%
ADTN ADTRAN Holdings Inc2.14%
MGNI Magnite Inc2.14%
JOBY OneSpaWorld Holdings Ltd1.94%

More on RVPHX.

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