About RYPFX
Royce Small-Cap Fund Service Class is an actively managed mutual fund focused on investing in small-capitalization U.S. companies. Its primary objective is to seek long-term growth by targeting stocks of smaller firms, with a particular emphasis on both small- and micro-cap equities. The fund employs a broadly diversified approach, allocating assets across various sectors, including industrials, financial services, technology, healthcare, and basic materials, as evidenced by holdings like Arcosa Inc, Air Lease Corp, and Cirrus Logic Inc. The fund is categorized as a "Small Blend," reflecting its strategy of combining both value and growth stocks within the small-cap space. With a relatively high expense ratio compared to peers, the fund underscores the active management and research required in the small-cap segment, which can entail higher risks than investing in larger-cap equities. Its role in the financial market is to provide investors with access to potential growth opportunities among smaller U.S. companies, which may be underrepresented in broad market indices and require specialized expertise to navigate effectively.
Fund Family Royce Investment Partners
Category Small Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RYPFX
Share Class Service Class
Index Russell 2000 TR
RYPFX had a total return of 22.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.97%.
