RYTRX Mutual Fund

RYTRX Mutual Fund

NAV$7.39
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Fund Essentials - as of Jun 30, 2026

Net Assets
$1.1B
Expense Ratio
1.23%
Dividend Yield (Current)
21.61%
Holdings
63
Inception Date
Dec 15, 1993
Fund Family
The Royce Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+16.55%
1 Year+22.97%
3 Year+12.21%
5 Year+8.68%
10 Year+9.70%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
-Fixed Inc Clearing Corp.Repo3.46%
MSMMsc Industrial Direct Co Inc2.97%
IGICInternational General Insurance Holdings Ltd.2.92%
AAPAdvance Auto Parts Inc.2.81%
AGOAssured Guaranty Ltd. Common Stock2.78%
Top 10 Concentration: 27.01%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
21.61%
Frequency
Quarterly
Latest Distribution
$2.79
-

Peer Comparison

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

RYTRX Mutual Fund Overview

RYTRX Mutual Fund (Royce Small-Cap Total Return Fund Investment Class) is managed by The Royce Funds with $1.12B in net assets. RYTRX expense ratio is 1.23%, holding 63 positions across sectors including Financials, Industrials, Materials. Inception date: 1993-12-15.

RYTRX performance shows a YTD return of 16.55%. The 1-year return is 22.97% and the 5-year return is 8.68%. RYTRX dividend yield stands at 21.61%, paid quarterly.

RYTRX top holdings include Fixed Inc Clearing Corp.Repo (3.5%), Msc Industrial Direct Co Inc (3.0%), International General Insurance Holdings Ltd. (2.9%), Advance Auto Parts Inc. (2.8%), Assured Guaranty Ltd. Common Stock (2.8%). Go to all RYTRX holdings, RYTRX sectors, or RYTRX dividends.

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