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Holdings (Monthly) Guide ↗

Royce SMid-Cap Total Return Fund

· Royce Fund
Monthly Holdings $33M AUM 16 positions Period Jun 2026 Filed Aug 11, 2026 EDGAR ↗ ← All Funds
All 16 New 14 Added 12 Reduced 3 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 FTAI Aviation Ltd 000000000 Mar 2026 3,870 NEW $1.0M — 3.19% EC
2 Fixed Income Clearing Corp. 000000000 Mar 2026 948,452 NEW $948K — 2.89% RA
3 AerCap Holdings NV 000000000 Mar 2026 5,530 NEW $806K — 2.46% EC
4 Cooper Cos Inc/The 216648501 Jun 2026 8,819 NEW $632K — 1.93% EC
5 Commerce Bancshares Inc/MO 200525103 Jun 2026 10,030 NEW $579K — 1.77% EC
6 Yesway Inc 98585C100 Jun 2026 26,662 NEW $541K — 1.65% EC
7 Ryan Specialty Holdings Inc 78351F107 Jun 2026 14,271 NEW $539K — 1.64% EC
8 RLI Corp 749607107 Jun 2026 8,955 NEW $529K — 1.61% EC
9 Spirax Group PLC 000000000 Mar 2026 5,771 NEW $524K — 1.60% EC
10 Marex Group PLC 000000000 Mar 2026 8,333 NEW $508K — 1.55% EC
11 Sprouts Farmers Market Inc 85208M102 Jun 2026 5,059 NEW $428K — 1.31% EC
12 Kinsale Capital Group Inc 49714P108 Jun 2026 1,098 NEW $362K — 1.10% EC
13 Central BanCo Inc 152413100 Jun 2026 7,954 NEW $242K — 0.74% EC
14 Trex Co Inc 89531P105 Jun 2026 4,111 NEW $206K — 0.63% EC
15 RenaissanceRe Holdings Ltd 000000000 Mar 2026 279 NEW $88K — 0.27% EC
16 Chewy Inc 16679L109 Jun 2026 3,546 NEW $70K — 0.21% EC