Royce Total Return Fund Service Class (RYTFX) Research
This fund's primary goals are to achieve substantial capital appreciation over an extended period and generate a consistent income stream. Its investment approach generally involves allocating at least 65% of its total assets to equity securities that distribute dividends. Furthermore, a significant portion, specifically no less than 65% of its net assets, is dedicated to stocks of smaller-capitalization companies. While the fund predominantly focuses on securities issued by U.S. businesses, it also has the flexibility to invest up to 25% of its net assets (measured at the time of acquisition) in companies based outside the United States.
Market snapshot
- Symbol
- RYTFX
- Price
- $7.83
- Day change
- +0.77%
- Market cap
- $1.3B
- 52-week range
- 6.85-8.2
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)
- Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (BAUAX)
- Baird Mid Cap Growth Fund - Institutional Class (BMDIX)
- Baird Mid Cap Growth Fund - Investor Class (BMDSX)
- Boston Trust Walden Small Cap Fund (BOSOX)
- Neuberger Next Generation Connectivity Fund Inc. (NBXG)
- Columbia Fds Srs Tr, Columbia Convertible Securities Fund Class A (PACIX)
- T. Rowe Price Dynamic Credit (RPIDX)
Open Royce Total Return Fund Service Class (RYTFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.