RMVIX Mutual Fund

NAV$29.10

Fund Essentials

Net Assets
$109M
Expense Ratio
1.22%
Dividend Yield (Current)
1.82%
Holdings
484
Inception Date
Sep 10, 1987
Fund Family
RBC Global Asset Management (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.40%
1 Year+10.30%
3 Year+8.70%
5 Year+13.98%
10 Year+8.44%

Asset Allocation

Stocks: 97.69%
Cash: 1.40%
Other: 0.90%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 484 holdings for RMVIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
1.82%
Frequency
Annually
Latest Distribution
$2.21
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how RMVIX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

RMVIX Mutual Fund Overview

RMVIX Mutual Fund (RBC Micro Cap Value Fund Class I) is managed by RBC Global Asset Management (US) with $108.7M in net assets. RMVIX expense ratio is 1.22%, holding 484 positions across various sectors. Inception date: 1987-09-10.

RMVIX performance shows a YTD return of 7.40%. The 1-year return is 10.30% and the 5-year return is 13.98%. RMVIX dividend yield stands at 1.82%, paid annually.

RMVIX top holdings include a diversified portfolio. View all RMVIX holdings, sector breakdown, or dividend history.

RMVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RMVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.