RYPFX Mutual Fund

RYPFX Mutual Fund

NAV$10.82
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Fund Essentials - as of Jun 30, 2026

Net Assets
$30M
Expense Ratio
1.31%
Dividend Yield (Current)
5.39%
Holdings
260
Inception Date
Nov 8, 2005
Fund Family
The Royce Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+19.15%
1 Year+28.99%
3 Year+13.17%
5 Year+8.68%
10 Year+11.40%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
-Fixed Inc Clearing Corp.Repo3.38%
ACAArcosa Inc2.27%
ESIElement Solutions Inc2.12%
ONTOOnto Innovation Inc1.39%
NPOEnpro Industries Inc1.31%
Top 10 Concentration: 15.96%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
5.39%
Frequency
Annually
Latest Distribution
$2.70
-

Peer Comparison

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

RYPFX Mutual Fund Overview

RYPFX Mutual Fund (Royce Small Cap Fund Service Class) is managed by The Royce Funds with $30.4M in net assets. RYPFX expense ratio is 1.31%, holding 260 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2005-11-08.

RYPFX performance shows a YTD return of 19.15%. The 1-year return is 28.99% and the 5-year return is 8.68%. RYPFX dividend yield stands at 5.39%, paid annually.

RYPFX top holdings include Fixed Inc Clearing Corp.Repo (3.4%), Arcosa Inc (2.3%), Element Solutions Inc (2.1%), Onto Innovation Inc (1.4%), Enpro Industries Inc (1.3%). Go to all RYPFX holdings, RYPFX sectors, or RYPFX dividends.

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