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Holdings (Monthly) Guide ↗

Royce SMid-Cap Total Return Fund

· Royce Fund
Monthly Holdings $33M AUM 12 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 MSC Industrial Direct Co Inc 553530106 Mar 2026 11,175 -1,345 $1.3M +15.1% 4.06% EC
2 SEI Investments Co 784117103 Mar 2026 8,017 -921 $703K +0.3% 2.15% EC
3 Glacier Bancorp Inc 37637Q105 Mar 2026 13,331 -1,346 $688K +4.9% 2.10% EC
4 German American Bancorp Inc 373865104 Mar 2026 14,324 -4,490 $680K -13.5% 2.07% EC
5 Kulicke & Soffa Industries Inc 501242101 Mar 2026 5,022 -6,145 $672K -8.5% 2.05% EC
6 Home BancShares Inc/AR 436893200 Mar 2026 23,243 -2,431 $664K -4.0% 2.02% EC
7 Timken Co/The 887389104 Mar 2026 4,124 -4,651 $599K -32.1% 1.83% EC
8 Merchants Bancorp/IN 58844R108 Mar 2026 10,960 -727 $548K +9.3% 1.67% EC
9 BOK Financial Corp 05561Q201 Mar 2026 3,221 -957 $447K -16.4% 1.36% EC
10 Pason Systems Inc 702925108 Mar 2026 22,612 -15,243 $197K -45.4% 0.60% EC
11 Telephone and Data Systems Inc 879433829 Mar 2026 2,362 -9,416 $87K -82.4% 0.27% EC
12 Towne Bank/Portsmouth VA 89214P109 Mar 2026 2,297 -13,784 $83K -84.6% 0.25% EC