Royce Small-Cap Value FundRVVHX

MUTUAL FUNDRoyce
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$99.4M
Expense ratio
1.24%
1-year return
+24.7%
3 years, a year
+12.2%
5 years, a year
+6.9%
Holdings
80

What it aims to do.

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

Top 10 holdings.

Holding% of fund
DBD Diebold Nixdorf Inc2.19%
SNX TD SYNNEX Corp2.05%
Catalyst Pharmaceuticals Inc2.01%
TSBK Timberland Bancorp Inc/WA1.99%
VLGEA Village Super Market Inc1.99%
JOBY IBEX Holdings Ltd1.98%
MTDR Matador Resources Co1.86%
ALSN Allison Transmission Holdings Inc1.85%
LEA Lear Corp1.84%
SM SM Energy Co1.84%

More on RVVHX.

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