Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.27% -10.62% -- 283820.7
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- -- Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital growth by investing in the equity securities of small-cap and micro-cap companies, those with market capitalizations up to $2.5 billion.
General
Security Type Closed-End Fund
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
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-20.74%
35.39%
18.45%
32.69%
-26.28%
16.71%
14.78%
11.98%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.51%
-14.94%
25.00%
28.23%
22.58%
-16.81%
15.90%
13.97%
17.79%
--
--
--
--
--
--
--
--
-11.42%
21.91%
11.85%
28.27%
-16.30%
20.21%
12.68%
14.17%
-8.49%
22.82%
11.28%
26.60%
-16.19%
16.07%
8.64%
8.86%
As of December 15, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.17%
Stock 95.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.34%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks long-term capital growth by investing in the equity securities of small-cap and micro-cap companies, those with market capitalizations up to $2.5 billion.
General
Security Type Closed-End Fund
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
Start Trial

Top Portfolio Holders