Royce Smaller Companies Growth Fund Quote
| RVPHX Fund | USD 7.61 0.20 2.70% |
PerformanceVery Weak
| Odds Of DistressLow
|
Royce Smaller-companie is trading at 7.61 as of the 25th of March 2025; that is 2.70 percent up since the beginning of the trading day. The fund's open price was 7.41. Royce Smaller-companie has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. 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
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 | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Royce Smaller Companies Growth [RVPHX] is traded in USA and was established 25th of March 2025. Royce Smaller-companie 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 minimum initial investment of 2 K. Royce Smaller Companies is currently producing year-to-date (YTD) return of 1.52% with the current yeild of 0.01%, while the total return for the last 3 years was 3.55%.
Check Royce Smaller-companie 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
| LITE | Lumentum Holdings | Stock | Information Technology | |
| MX | MagnaChip Semiconductor | Stock | Information Technology | |
| INMD | InMode | Stock | Health Care | |
| EXP | Eagle Materials | Stock | Materials | |
| PNTG | Pennant Group | Stock | Health Care | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| ALB | Albemarle Corp | Stock | Materials | |
| LPSN | LivePerson | Stock | Information Technology |
Royce Smaller Companies Risk Profiles
| Mean Deviation | 1.18 | |||
| Standard Deviation | 1.52 | |||
| Variance | 2.31 | |||
| Risk Adjusted Performance | (0.07) |
Royce Smaller-companie Against Markets
Other Information on Investing in Royce Mutual Fund
Royce Smaller-companie 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-companie security.
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