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RBC Microcap Value I (RMVIX)

22.95
-0.05
(-0.22%)
At close: 8:02:10 PM EDT
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  • Previous Close 23.00
  • YTD Return -8.72%
  • Expense Ratio 1.09%
  • Category Small Value
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 101.66M
  • Beta (5Y Monthly) 0.95
  • Yield 1.97%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.53
  • Inception Date Sep 10, 1987

The fund normally invests at least 80% of its assets in microcap value stocks. It buys microcap value stocks using a quantitative model. The managers define "microcap stocks" as stocks of companies that have market capitalization at the time of the fund's initial purchase of between $20 million and the market capitalization that marks the point between the 8th and 9th deciles of New York Stock Exchange listed stocks. The adviser defines "value stocks" primarily as those with low price-to-book characteristics.

RBC Global Asset Management.

Fund Family

Small Value

Fund Category

101.66M

Net Assets

1987-09-10

Inception Date

Performance Overview: RMVIX

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Trailing returns as of 4/14/2025. Category is Small Value.

YTD Return

RMVIX
8.72%
Category
26.79%
 

1-Year Return

RMVIX
1.48%
Category
71.02%
 

3-Year Return

RMVIX
3.86%
Category
9.35%
 

5-Year Return

RMVIX
17.95%
Category
12.17%
 

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Holdings: RMVIX

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Sector Weightings

SectorRMVIX
Industrials   18.24%
Technology   7.31%
Real Estate   5.13%
Energy   5.08%
Healthcare   3.69%
Utilities   1.56%

Recent News: RMVIX

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Research Reports: RMVIX

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