Royce Small-Cap Total Return FundRYTCX

MUTUAL FUNDRoyce
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$848.2M
Expense ratio
2.24%
1-year return
+6.8%
3 years, a year
+9.5%
5 years, a year
+4.1%
Holdings
63

What it aims to do.

Royce Small-Cap Total Return Funds investment goals are long-term growth of capital and current income.

Top 10 holdings.

Holding% of fund
JOBY Fixed Income Clearing Corp.4.38%
JOBY International General Insurance Holdings Ltd3.23%
ASO Academy Sports & Outdoors Inc3.11%
JOBY Assured Guaranty Ltd3.09%
MSM MSC Industrial Direct Co Inc3.09%
AAP Advance Auto Parts Inc2.72%
NGVT Ingevity Corp2.62%
JJSF J & J Snack Foods Corp2.59%
BBSI Barrett Business Services Inc2.53%
KLIC Kulicke & Soffa Industries Inc2.39%

More on RYTCX.

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