Royce Small-Cap Total Return Fund
Shareclass
Royce Small-Cap Total Return Svc (RYTFX)
Type
Open-end mutual fund
Manager
Gender equality score
38
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,432 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Royce Small-Cap Total Return Fund RYTFX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. KBR Inc1.16% of assets$10.66M invested
- 2. Walker & Dunlop Inc1.11% of assets$10.27M invested
- 3. International Game Technology PLC0.25% of assets$2.29M invested
- 4. Insperity Inc0.25% of assets$2.32M invested
- 5. Vontier Corp Ordinary Shares2.14% of assets$19.68M invested
- 6. Western Alliance Bancorp0.78% of assets$7.19M invested
- 7. Academy Sports and Outdoors Inc Ordinary Shares3.19% of assets$29.44M invested
- 8. MSC Industrial Direct Co Inc Class A2.6% of assets$24M invested
- 9. YETI Holdings Inc1.85% of assets$17.08M invested
- 10. RenaissanceRe Holdings Ltd1.43% of assets$13.2M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. FTAI Aviation Ltd2.72% of assets$25.1M invested
- 2. Silgan Holdings Inc2.14% of assets$19.74M invested
- 3. Towne Bank1.8% of assets$16.56M invested
- 4. UFP Industries Inc2.05% of assets$18.88M invested
- 5. StoneX Group Inc0.25% of assets$2.27M invested
- 6. First Financial Bankshares Inc0.48% of assets$4.43M invested
- 7. Glacier Bancorp Inc1.17% of assets$10.74M invested
- 8. Cactus Inc Class A0.85% of assets$7.81M invested
- 9. Wintrust Financial Corp0.37% of assets$3.44M invested
- 10. Home BancShares Inc2.17% of assets$20.02M invested
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Financial performance
Performance data provided by
Find more financial data on RYTFX at Morningstar.com
Find more financial data on RYTFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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