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Royce Micro-Cap Svc (RMCFX) Fund Ranking and Research

Ranking, Research and Recommendation of Royce Micro-Cap Svc (RMCFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Royce Micro-Cap Svc Fund (RMCFX) ManagerFund Manager - James P. Stoeffel

Fund Manager Information

Fund Manager Tenure: 3.6 years
Fund Family: Royce
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Graph of Royce Micro-Cap Svc Fund (RMCFX) ProfileRoyce Micro-Cap Svc Fund (RMCFX) Profile

Fund Profile and Description

Royce Micro-Cap Svc Fund seeks long-term growth of capital. Royce Micro-Cap Svc Fund normally invests at least 80% of assets in the equities of micro-cap companies with market capitalizations less than $500 million. It may invest up to 25% of assets in the securities of foreign issuers. Royce Micro-Cap Svc Fund invests in micro-cap companies that the advisor believes are trading significantly below its estimate of their current worth, basing this assessment chiefly on balance sheet quality and cash flow levels.

 

Royce Micro-Cap Svc (RMCFX) Fund Strength What we like about Royce Micro-Cap Svc (RMCFX) Fund

Data for Royce Micro-Cap Svc Fund (RMCFX) as of May 30, 2016

  • Royce Micro-Cap Svc Fund (RMCFX) management has been with Royce Micro-Cap Svc Fund for 3.6 years
  • Royce Micro-Cap Svc Fund (RMCFX) ratio of up-years vs down years is greater than 2
  • Royce Micro-Cap Svc Fund (RMCFX) has an annual stock turnover rate of 41.00% vs Small Blend average of 52.13%. It is good that Royce Micro-Cap Svc management does not trade extensively for its return.
  • Royce Micro-Cap Svc Fund (RMCFX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.41, lower than category average of 14.58

Royce Micro-Cap Svc Fund (RMCFX) Weakness What we are cautious about Royce Micro-Cap Svc (RMCFX) Fund

Data for Royce Micro-Cap Svc Fund (RMCFX) as of May 30, 2016

  • Royce Micro-Cap Svc Fund (RMCFX) has a less-than-ideal short-term performance (1-year return -11.35% vs -5.18% Small Blend category median performance)
  • Royce Micro-Cap Svc Fund (RMCFX) has a less-than-ideal mid-term performance (3-year return -1.22% vs 6.96% Small Blend category median performance)
  • Royce Micro-Cap Svc Fund (RMCFX) has a less-than-ideal Long-term performance (5-year return -2.01% vs 7.84% Small Blend category median performance)
  • Royce Micro-Cap Svc Fund (RMCFX) has a Morningstar rating of 3 and below
  • Royce Micro-Cap Svc Fund (RMCFX) does not have a good risk adjusted return as its 3-year Alpha of -11.16 is worse than category average of -4.16, and its 3-year Sharpe ratio is -0.02
  • Royce Micro-Cap Svc Fund (RMCFX) has a higher expense ratio of 1.63% than its Small Blend average of 1.22%
  • Even though Royce Micro-Cap Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Royce Micro-Cap Svc Fund (RMCFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Royce Micro-Cap Svc Fund (RMCFX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Royce Micro-Cap Svc0.18-11.35-1.22-2.01
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Royce Micro-Cap Svc Fund (RMCFX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Royce Micro-Cap Svc Fund (RMCFX) Net Asset TrackingRoyce Micro-Cap Svc (RMCFX) Fund Net Asset

Track net asset change of Royce Micro-Cap Svc fund (RMCFX)

DateNet Asset
05/2016$240.18M
03/2016$250.86M
02/2016$241.44M
More historic net asset information on Royce Micro-Cap Svc Fund (RMCFX)

  

Graph of Royce Micro-Cap Svc Fund (RMCFX) Portfolio TrackingRoyce Micro-Cap Svc (RMCFX) Fund Portfolio Allocation

Track portfolio allocation change of Royce Micro-Cap Svc fund (RMCFX)

DateCashStockBondOther
03/20166.33%91.81%0%1.86%
12/20152.86%92.09%0%5.05%
09/20154.42%90.51%0%5.07%
Click here to see more historic asset allocation information on Royce Micro-Cap Svc Fund (RMCFX)

 

graph of Royce Micro-Cap Svc Fund (RMCFX) Top 10 Position TrackingTop 10 Holdings in Royce Micro-Cap Svc (RMCFX) Fund

Discover what Royce Micro-Cap Svc Fund (RMCFX) manager is buying

Mar 30, 2016
Resources Connection, Inc. [1.12%]
ePlus inc. [1.03%]
Lydall, Inc. Common Stock [1.03%]
Kadant Inc Common Stock [0.98%]
LSI Industries Inc. [0.95%]
ZEALAND PHARMA A/S [0.91%]
CryoLife, Inc. Common Stock [0.89%]
Culp, Inc. Common Stock [0.87%]
Silicon Motion Technology Corp ADR [0.86%]

Dec 30, 2015
LSI Industries Inc. [1.11%]
Resources Connection, Inc. [1.08%]
ZEALAND PHARMA A/S [1.04%]
ePlus inc. [1.03%]
Culp, Inc. Common Stock [0.96%]
CIRCOR International, Inc. Comm [0.94%]
Shoe Carnival, Inc. [0.93%]
Lydall, Inc. Common Stock [0.93%]
Capella Education Company [0.93%]
Photronics, Inc. [0.92%]

Sep 29, 2015
ZEALAND PHARMA A/S [1.2%]
Total Energy Services Ltd [1.16%]
Resources Connection, Inc. [1.16%]
Culp, Inc. Common Stock [1.11%]
Shoe Carnival, Inc. [1.03%]
Photronics, Inc. [1.03%]
Key Technology, Inc. [1%]
ORBCOMM Inc. [0.97%]
Gulf Island Fabrication, Inc. [0.97%]
Fabrinet Ordinary Shares [0.96%]
Click here for Stock Holding Change Map in Royce Micro-Cap Svc Fund (RMCFX)

  

Latest News on Royce Micro-Cap Svc (RMCFX) Fund

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Royce Micro-Cap Svc Fund (RMCFX) Related ResourcesSee more information on Royce Micro-Cap Svc (RMCFX) Fund

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