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Royce total return

WebYour Mutual Fund. Royce Total Return Invmt (RYTRX) Expense Ratio: 1.15% Expected Lifetime Fees: The Royce Total Return Invmt fund (RYTRX) is a Small Blend fund started on 12/15/1993 and has $4.40 billion in assets under management. The current manager has been running Royce Total Return Invmt since 01/6/1994. The fund is rated by Morningstar ... WebReturn % Fund Comparison 1,2 This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Fund Name Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year Since Incep. Royce Small-Cap Total Return Fund Institutional Class (03/03) RTRIX 1.15 -1.71 12.44 6.74 8.46 9.45

Royce Small-Cap Total Return Fund (RYTRX) - U.S. News & World …

WebRTRIX A complete Royce Small-Cap Total Return Fund;Institutional mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. WebRoyce Small-Cap Total Return Fund Value of $10,000 Invested on 12/15/93 as of 12/31/22 ($) 1997 2002 2007 2012 2024 2024 0 50,000 100,000 150,000 200,000 ... • Average annual total return of 9.8% since inception (12/15/93) through 12/31/22. Performance and Expenses by Share Class Average Annual Total Return through 12/31/22 (%) SINCE east african restaurant near me https://creativeangle.net

Royce Total Return Collective Trust Fund R-Inst - Insider

WebJan 31, 2024 · The Fund will invest at least 65% of its assets in equity securities, primarily in dividend-paying securities of small-cap companies, those with stock market capitalizations up to $3 billion ... WebMar 26, 2024 · A high-level overview of Royce Small-Cap Total Return Fund Inv (RYTRX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, … WebDec 4, 2013 · Since its inception in December of 1993, Royce Total Return Fund—managed byChuck Royce (Lead Portfolio Manager) and Jay Kaplan (Portfolio Manager)—has concentrated on owning select dividend-paying micro-cap and small-cap stocks in its portfolio in an effort to reduce volatility and provide investors with some current income … c \u0026 r divine hands of care

Royce Small-Cap Total Return Fund Investment Class

Category:Royce Small-Cap Total Return Fund;Institutional - MarketWatch

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Royce total return

Royce Small-Cap Total Return Fund - Royce Investment …

WebRoyce Investment Partners is a company that sells mutual funds with $8,655M in assets under management. The average expense ratio from all mutual funds is 1.51%. 79.59% of all the mutual funds are no load funds. The oldest fund launched was in 1972. The average manager tenure for all managers at Royce Investment Partners is 10.42 years. WebRoyce Total Return Fund’s investment goals are long-term growth of capital and current income. Fees and Expenses of the Fund. The following table presents the fees and expenses that you may pay if you buy and hold shares of the Fund. Shareholder Fees (fees paid directly from your investment)

Royce total return

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WebMar 31, 2024 · Actual after-tax returns depend on your tax situation and are not relevant if you hold shares through tax-deferred arrangements such as IRAs or 401 (k) plans. Close tooltip. Royce Small-Cap Total Return Fund Investment Class. -6.13%. 2.76%. 2.58%. 5.77%. WebThe Board has approved name and related investment policy changes for Royce Total Return Fund as described below. All such changes shall become effective as of July 1, …

WebRoyce Total Return Fund: Expense [Heading] rr_ExpenseHeading: III. Royce Total Return Fund: Expense Narrative [Text Block] rr_ExpenseNarrativeTextBlock: Effective as of the date hereof, the annual fund operating expense table and the expense example for Royce Total Return Fund are deleted in their entirety and replaced with the following: WebThe fund has returned -4.20 percent over the past year, 6.68 percent over the past three years, 5.04 percent over the past five years, and 8.84 percent over the past decade. SEE …

WebYTD Total Return-0.8%; 3 Yr Annualized Total Return-7.8%; 5 Yr Annualized Total Return-13.4%; Capital Gain Distribution Frequency Annually; Net Income Ratio 1.09%; DIVIDENDS. … WebRoyce Total Return Fund’s investment goals are long-term growth of capital and current income. Fees and Expenses of the Fund. The following table presents the fees and expenses that you may pay if you buy and hold shares of the Fund. Shares of the Fund purchased or held through a financial intermediary, such as a mutual fund supermarket or ...

WebRoyce Total's market value is the price at which a share of Royce Total stock trades on a public exchange. It measures the collective expectations of Royce Total Return investors about the entity's future performance.

WebSep 13, 2024 · Royce Small-Cap Total Return Invmt RYTRX Performance Morningstar Analyst Rating Analyst rating as of Sep 13, 2024 See Franklin Templeton Investment Hub c\u0026r divine hands of care llceast african rift ethiopiaWebApr 10, 2024 · RYTRX A complete Royce Small-Cap Total Return Fund;Investment mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual … east african republic on the indian oceanWebFind our live Royce Total Return Fund Class W fund basic information. View & analyze the RTRWX fund chart by total assets, risk rating, Min. investment, market cap and category. … east african rift tectonic platesWebFeb 28, 2024 · RTRRX: Royce Total Return Fund R Class - Fund Performance Chart. Get the lastest Fund Performance for Royce Total Return Fund R Class from Zacks Investment … c \\u0026 r consulting provider phone numberWebMar 22, 2024 · Discover historical prices for RYTFX stock on Yahoo Finance. View daily, weekly or monthly format back to when Royce Small-Cap Total Return Fund stock was … east african rift new oceanWebDec 15, 1993 · Focuses on quality companies that that pay regular dividends and/or return capital to shareholders. Companies typically fall into one of three investment themes: … c \u0026 r firearms for sale