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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.22% -12.18% -- 132886.8
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The Trust seeks long-term capital appreciation by investing primarily in the securities of micro-cap companies traded in the over-the-counter market.
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Royce Investment Partners
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
25.00%
28.23%
22.58%
-16.81%
15.90%
13.97%
16.12%
10.64%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.88%
35.39%
18.45%
32.69%
-26.28%
16.71%
14.78%
11.57%
8.39%
21.91%
11.85%
28.27%
-16.30%
20.21%
12.68%
11.25%
5.34%
22.82%
11.28%
26.60%
-16.19%
16.07%
8.64%
5.89%
6.39%
As of January 30, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash -1.56%
Stock 101.3%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Basic Info

Investment Strategy
The Trust seeks long-term capital appreciation by investing primarily in the securities of micro-cap companies traded in the over-the-counter market.
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Royce Investment Partners
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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