Rbc Small Cap Fund Quote
| RBVAX Fund | USD 14.84 0.03 0.20% |
PerformanceGood
| Odds Of DistressLow
|
Rbc Small is trading at 14.84 as of the 17th of July 2025; that is 0.20% up since the beginning of the trading day. The fund's open price was 14.81. Rbc Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 18th of April 2025 and ending today, the 17th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in common stocks of small companies that are considered to be undervalued in relation to earnings, dividends andor assets. The Russell 2000 Value Index is an unmanaged index of common stock prices that measures the performance of those Russell 2,000 companies with lower price-to-book ratios and lower forecasted growth values.. More on Rbc Small Cap
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Rbc Mutual Fund Highlights
| Fund Concentration | RBC Global Asset Management. Funds, Large Funds, Small Value Funds, Small Value, RBC Global Asset Management. (View all Sectors) |
| Update Date | 30th of June 2025 |
Rbc Small Cap [RBVAX] is traded in USA and was established 17th of July 2025. Rbc Small is listed under RBC Global Asset Management. category by Fama And French industry classification. The fund is listed under Small Value category and is part of RBC Global Asset Management. family. Rbc Small Cap at this time has accumulated 29.37 M in assets with no minimum investment requirements with the current yeild of 0.01%.
Check Rbc Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rbc Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rbc Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rbc Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Rbc Small Cap Mutual Fund Constituents
| MKSI | MKS Instruments | Stock | Information Technology | |
| VBTX | Veritex Holdings | Stock | Financials | |
| TMHC | Taylor Morn Home | Stock | Consumer Discretionary | |
| SWX | Southwest Gas Holdings | Stock | Utilities | |
| SR | Spire Inc | Stock | Utilities | |
| PNFP | Pinnacle Financial Partners | Stock | Financials | |
| PATK | Patrick Industries | Stock | Industrials | |
| ONTO | Onto Innovation | Stock | Information Technology |
Rbc Small Cap Risk Profiles
| Mean Deviation | 0.9153 | |||
| Semi Deviation | 0.8311 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.4 |
Rbc Small Against Markets
Other Information on Investing in Rbc Mutual Fund
Rbc Small financial ratios help investors to determine whether Rbc Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rbc with respect to the benefits of owning Rbc Small security.
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