RBVAX Mutual Fund

RBVAX Mutual Fund

NAV$15.34
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Fund Essentials

Net Assets
$11,194
Expense Ratio
1.11%
Dividend Yield (Current)
0.76%
Holdings
73
Inception Date
Jan 28, 2021
Fund Family
RBC Global Asset Management (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-0.19%
1 Year-2.88%
3 Year+7.92%

Asset Allocation

Stocks: 95.90%
Cash: 1.25%
Other: 2.86%
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Dividend Summary

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Dividend Yield (Current)
0.76%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

RBVAX Mutual Fund Overview

RBVAX Mutual Fund (RBC Small Cap Value Fund Class A) is managed by RBC Global Asset Management (US) with $11,194 in net assets. RBVAX expense ratio is 1.11%, holding 73 positions across various sectors. Inception date: 2021-01-28.

RBVAX performance shows a YTD return of -0.19%. The 1-year return is -2.88%. RBVAX dividend yield stands at 0.76%, paid annually.

RBVAX top holdings include a diversified portfolio. Go to all RBVAX holdings, RBVAX sectors, or RBVAX dividends.

RBVAX can be compared against other funds. Use RBVAX overlap to find shared positions, or RBVAX vs another fund for a side-by-side view. RBVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.