RVT: Expensive Small-Cap Income Fund (Rating Downgrade)

2026-03-05 23:55:40 ET

Overview

As the market continues to sell off large-cap technology companies, the rotation into other areas of the market continues. This has been beneficial for small caps and the Royce Small-Cap Trust ( RVT ) has been able to successfully capitalize on this. When I previously covered RVT, I issued a buy rating due to the discounted price to NAV valuation at the time. Since then, RVT has provided a positive double-digit return and outpaced the S&P 500. The fund has now released an updated annual report for 2025, which prompted me to reassess the fund's value proposition and outlook for the year....

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