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RYTRX Royce Small-Cap Total Return Invmt Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Advance Auto Parts (NYSE:AAP).

Industry description

The investment seeks long-term growth of capital and current income. Normally, the fund invests at least 65% of its net assets in dividend-paying equity securities. In addition, the fund invests at least 80% of its net assets in equity securities of small-cap companies, under normal circumstances. Although the fund normally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.

Market Cap

The average market capitalization across the Royce Small-Cap Total Return Invmt MF is 4.72B. The market cap for tickers in the group ranges from 611.87M to 9.2B. COHR holds the highest valuation in this group at 9.2B. The lowest valued company is IGIC at 611.87M.

Volume

The average weekly volume growth across all stocks in the Royce Small-Cap Total Return Invmt MF was 4%. For the same stocks of the MF, the average monthly volume growth was 42% and the average quarterly volume growth was 66%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 52
Price Growth Rating: 52
SMR Rating: 67
Profit Risk Rating: 73
Seasonality Score: 7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Royce Fund745 Fifth AvenueNew York
Phone
(212) 508-4546
Web
www.roycefunds.com
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RYTRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RYTRX has been closely correlated with DFFVX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if RYTRX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RYTRX
1D Price
Change %
RYTRX100%
+1.41%
DFFVX - RYTRX
90%
Closely correlated
+1.63%
DFSVX - RYTRX
89%
Closely correlated
+1.74%
VISVX - RYTRX
86%
Closely correlated
+1.22%
VSIAX - RYTRX
86%
Closely correlated
+1.22%
VSIIX - RYTRX
85%
Closely correlated
+1.22%
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