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RTRIX
$7.24
RoyceInvestment Partners (“Royce”), the Fund’s investment adviser, invests the Fund’s assets primarily in dividend-payingequity securities of small-cap companies that it believes are trading below its estimate of their current worth. Small-cap companiesare those that have a market capitalization not greater than that of the largest company in the Russell 2000® Index atthe time of its most recent reconstitution. Royce believes that regular dividend payments, and/or other methods of returning capi...
View full profileConnect your bank account to understand your spending habits and explore hypothetical growth scenarios. For educational purposes only — not investment advice.
Educational illustration: hypothetical DCA into ROYCE SMALL-CAP TOTAL RETURN FUND INSTITUTIONAL CLASS (RTRIX) over the past year. This is not a recommendation to buy this security.
Total Invested
$1,400
14 months
Worth Today
$1,507
at current price
Profit
+$107
+7.7% return
Hypothetical illustration using historical prices. This is for educational purposes only and is not investment advice. Past performance does not guarantee future results. Nuvestan is not a registered investment adviser. Consult a financial professional before making investment decisions.