RBC Small Cap Core Fund (TEEAX) Research

This fund primarily allocates a significant portion—at least 80%—of its capital to the common stock holdings of smaller corporations. The advisor defines these "small companies" as those whose market capitalization falls within the range of the Russell 2000® Index at the time the initial investment is made. Additionally, the investment team seamlessly integrates environmental, social, and governance (ESG) criteria into its fundamental investment analysis, making it an inherent part of their decision-making process.

Market snapshot

Symbol
TEEAX
Price
$11.46
Day change
+3.34%
Market cap
$33.1M
52-week range
9.02-11.75
Sector
Financial Services
Industry
Asset Management

Peer companies

  • MFS Intermediate High Income Fund (CIF)
  • ProFunds UltraSector Oil & Gas Fund (ENPSX)
  • Fidelity Sustainability U.S. Equity Fund (FSEBX)
  • Guinness Atkinson China & Hong Kong Fund (ICHKX)
  • Monongahela All Cap Value Fund (MCMVX)
  • T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund (PGLOX)
  • Plumb Equity Fund (PLBEX)
  • Villere Equity Fund (VLEQX)

Open RBC Small Cap Core Fund (TEEAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.