RSVIX : RBC Small Cap Value Fund Class I

RSVIX is a US Stocks Market Small Value with LOW fees.

RSVIX

RBC Small Cap Value Fund Class I

FI Score

40 /100

Expense Ratio Rating

8 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

40% FI Score
  • rsvix
  • Mutual Fund
  • US Stocks
  • Small Value

RBC Small Cap Value Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in common stocks of small companies that are considered to be undervalued in relation to earnings, dividends and/or 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.

Largest Holdings

Amount Holding
3.26% Spire Inc
2.95% Compass Diversified Holdings
2.65% Columbus McKinnon Corp
2.60% Southwest Gas Holdings Inc
2.56% Portland General Electric Co
2.21% John B Sanfilippo & Son Inc
2.17% Emergent BioSolutions Inc
2.14% AMERISAFE Inc
1.95% Reliance Steel & Aluminum Co
1.94% United Community Banks Inc
1.79% Marten Transport Ltd
1.79% PC Connection Inc
1.77% American Financial Group Inc
1.63% ACCO Brands Corp
1.62% Community Bank System Inc
1.61% Reinsurance Group of America Inc
1.60% First Busey Corp
1.60% TCF Financial Corp
1.60% Grand Canyon Education Inc
1.56% Heritage Financial Corp
1.50% Globus Medical Inc Class A
1.48% Viavi Solutions Inc
1.43% Mercantile Bank Corp
1.42% Hostess Brands Inc Class A
1.40% Casella Waste Systems Inc Class A

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