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Royce Smaller-Companies Growth Svc (RYVPX) Fund Ranking and Research

Ranking, Research and Recommendation of Royce Smaller-Companies Growth Svc (RYVPX) Fund

    Last Trade: $12.56 on 9/22/2017, Change: +0.06 (0.48%)

 

Graph of Royce Smaller-Companies Growth Svc Fund (RYVPX) ManagerFund Manager - James (Chip) A. Skinner III

Fund Manager Information

Fund Manager Tenure: 13.7 years
Fund Family: Royce
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Royce Smaller-Companies Growth Svc Fund (RYVPX) ProfileRoyce Smaller-Companies Growth Svc Fund (RYVPX) Profile

Fund Profile and Description

Royce Smaller-Companies Growth Svc Fund seeks long-term growth of capital. Royce Smaller-Companies Growth Svc Fund normally invests at least 80% of assets in equities securities of small-, mid-, and micro-cap companies. It may invest up to 25% of assets in the securities of foreign issuers that it believes are trading significantly below its estimate of their current worth. Royce Smaller-Companies Growth Svc Fund may give consideration to those companies that Royce believes have above-average growth prospects.

 

Royce Smaller-Companies Growth Svc (RYVPX) Fund Strength What we like about Royce Smaller-Companies Growth Svc (RYVPX) Fund

Data for Royce Smaller-Companies Growth Svc Fund (RYVPX) as of May 30, 2016

  • Royce Smaller-Companies Growth Svc Fund (RYVPX) management has been with Royce Smaller-Companies Growth Svc Fund for 13.7 years
  • Royce Smaller-Companies Growth Svc Fund (RYVPX) ratio of up-years vs down years is greater than 2
  • Royce Smaller-Companies Growth Svc Fund (RYVPX) has an annual stock turnover rate of 45.00% vs Small Growth average of 63.11%. It is good that Royce Smaller-Companies Growth Svc management does not trade extensively for its return.

Royce Smaller-Companies Growth Svc Fund (RYVPX) Weakness What we are cautious about Royce Smaller-Companies Growth Svc (RYVPX) Fund

Data for Royce Smaller-Companies Growth Svc Fund (RYVPX) as of May 30, 2016

  • Royce Smaller-Companies Growth Svc Fund (RYVPX) has a less-than-ideal short-term performance (1-year return -10.59% vs -7.74% Small Growth category median performance)
  • Royce Smaller-Companies Growth Svc Fund (RYVPX) has a less-than-ideal mid-term performance (3-year return 4.90% vs 6.86% Small Growth category median performance)
  • Royce Smaller-Companies Growth Svc Fund (RYVPX) has a less-than-ideal Long-term performance (5-year return 4.75% vs 7.01% Small Growth category median performance)
  • Royce Smaller-Companies Growth Svc Fund (RYVPX) has a Morningstar rating of 3 and below
  • Royce Smaller-Companies Growth Svc Fund (RYVPX) is less safe compared to its Small Growth peers
  • Royce Smaller-Companies Growth Svc Fund (RYVPX) does not have a good risk adjusted return as its 3-year Alpha of -6.69 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.37
  • Royce Smaller-Companies Growth Svc Fund (RYVPX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.46 that is higher than category average of 15.82
  • Royce Smaller-Companies Growth Svc Fund (RYVPX) has a higher expense ratio of 1.45% than its Small Growth average of 1.31%
  • Even though Royce Smaller-Companies Growth Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Royce Smaller-Companies Growth Svc Fund (RYVPX) performance details as of May 30, 2016

 

What do you think?

 

Compare Royce Smaller-Companies Growth Svc Fund (RYVPX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Royce Smaller-Companies Growth Svc-3.30-10.594.904.75
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Royce Smaller-Companies Growth Svc Fund (RYVPX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Royce Smaller-Companies Growth Svc Fund (RYVPX) Net Asset TrackingRoyce Smaller-Companies Growth Svc (RYVPX) Fund Net Asset

Track net asset change of Royce Smaller-Companies Growth Svc fund (RYVPX)

DateNet Asset
05/2016$501.60M
03/2016$526.91M
02/2016$504.19M
More historic net asset information on Royce Smaller-Companies Growth Svc Fund (RYVPX)

  

Graph of Royce Smaller-Companies Growth Svc Fund (RYVPX) Portfolio TrackingRoyce Smaller-Companies Growth Svc (RYVPX) Fund Portfolio Allocation

Track portfolio allocation change of Royce Smaller-Companies Growth Svc fund (RYVPX)

DateCashStockBondOther
03/20164.38%89.53%0%6.09%
12/20151.25%91.67%0%7.08%
09/20152.33%91.11%0%6.56%
Click here to see more historic asset allocation information on Royce Smaller-Companies Growth Svc Fund (RYVPX)

 

graph of Royce Smaller-Companies Growth Svc Fund (RYVPX) Top 10 Position TrackingTop 10 Holdings in Royce Smaller-Companies Growth Svc (RYVPX) Fund

Discover what Royce Smaller-Companies Growth Svc Fund (RYVPX) manager is buying

Mar 30, 2016
Paylocity Holding Corporation [2.61%]
Mercury Systems Inc [2.55%]
ZEALAND PHARMA A/S [2.3%]
Mobile Mini, Inc. [2.19%]
Financial Engines, Inc. [2.14%]
ORBCOMM Inc. [2.1%]
IPG Photonics Corporation [1.86%]
Tractor Supply Company [1.77%]
Inogen, Inc [1.72%]

Dec 30, 2015
Paylocity Holding Corporation [2.83%]
ZEALAND PHARMA A/S [2.68%]
Mercury Systems Inc [2.6%]
Container Store (The) Common St [2.18%]
Acuity Brands Inc (Holding Comp [2.03%]
KUKA AG [2.01%]
Mobile Mini, Inc. [1.96%]
Enterprise Financial Services C [1.83%]
Tractor Supply Company [1.78%]

Sep 29, 2015
ZEALAND PHARMA A/S [3.81%]
Container Store (The) Common St [3.71%]
Myriad Genetics, Inc. [2.38%]
Mercury Systems Inc [2.13%]
Anacor Pharmaceuticals, Inc. [2.08%]
Paylocity Holding Corporation [2.06%]
Boot Barn Holdings, Inc. Common [2.04%]
Dorman Products, Inc. [2%]
Cambrex Corporation Common Stoc [1.98%]
Click here for Stock Holding Change Map in Royce Smaller-Companies Growth Svc Fund (RYVPX)

  

Latest News on Royce Smaller-Companies Growth Svc (RYVPX) Fund

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Royce Smaller-Companies Growth Svc Fund (RYVPX) Related ResourcesSee more information on Royce Smaller-Companies Growth Svc (RYVPX) Fund

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