Royce Value Closed Fund (RVT)
NYSE NYSE Primary 
These Small, Unloved Companies Are The Next Big Dividend Plays
Small caps are (finally!) back, but most people are in the dark about how to tap them for serious dividends.
RVT: Strong Earnings Support Reliable Dividend Income
RVT remains a buy for its attractive 7.2% yield, compelling valuation, and reliable income from a diversified small-cap portfolio. The fund trades at a wider-than-average discount to NAV, making this an opportune time to accumulate shares for long-term income. Distributions are well covered by consistent net realized gains, and payouts are tax-efficient, primarily classified as qualified dividend income.
This 7.2% Payer Is The Cheapest Fund You Don't Already Own
Large cap stocks have been crushing small caps in the last few years. That's, well, unusual, to say the least.
Royce Small-Cap Trust: Buy This 8% Dividend Yield With Thematic Upside
Royce Small-Cap Trust's long-term outperformance, consistent high dividends, and transparent, shareholder-aligned fee structure make it attractive for income-oriented investors. Current market trends favoring large-cap growth have left RVT overlooked, but historical data supports small-cap value outperformance over time. Risks include portfolio turnover and opportunity cost versus S&P 500, but these are minor for investors seeking reliable income and small-cap diversification.
My Top Buy For June's Income Boost: RVT
June is the middle of the year, and it's time to embrace more income for the second half. How are you doing at achieving your annual income goals? RVT can give you a much-needed boost. We dig into misconceptions to unlock missed income opportunities.
RVT: Income, Alpha, And Opportunity In Small-Cap Value At A Discount
Royce Small-Cap Trust has consistently outperformed the Russell 2000 Index over the long term, demonstrating strong total returns. Despite occasional underperformance, RVT's active management has generally delivered better total return potential compared to passive ETFs tracking the Russell 2000. RVT's strategy involves investing in high-return small-cap stocks with strong fundamentals, deviating significantly from the benchmark to generate alpha.
RVT: 7% Yield On Small Caps
The article provides an in-depth profile of a high-yield fund, covering dividends, holdings, performance, risks, and valuations. RVT has had a good return during the past 10 months. The analysis includes an examination of the fund's performance metrics and associated risks.
RVT: Strategic Approach To Offset Lower Large Cap Returns
Royce Small-Cap Trust, a closed-end fund focusing on small-cap companies, offers a strategic diversification opportunity amid potential lower returns from large-cap indexes like the S&P 500 and NASDAQ. RVT has a diversified portfolio of 466 holdings, emphasizing free cash flow and low leverage. The fund's dividend yield is attractive, averaging 7.3% in 2024, making it suitable for income-focused investors seeking tax-efficient distributions.
Celebrating +30 Years Of Top Returns With High Yields: RVT
Index beating returns, a big discount to NAV, generous income. Since '86, this fund has outperformed its index, and we expect it to continue. A key holding for any serious income investor.
RVT: A Small-Cap Equity Fund For Income Investors With A 7.4% Yield And 12% Discount
RVT is a closed-end fund that primarily invests in the small-cap space and invests in companies that have strong fundamentals and the potential to provide high growth. Besides growth potential, currently, the fund yields nearly 7.4%, making it a good investment for income investors. With the potential for year-end higher payouts, the yield can be even higher. With interest rates set to decline, this fund is likely to do well in 2025, even if rates decline at a slower pace than previously thought.
RVT: A Smart Small-Cap Play
Small caps have underperformed compared to the S&P 500, but active management and stock picking are crucial for better returns. Royce Small-Cap Trust is recommended for its 7% dividend and strong long-term performance, outperforming both small-cap and S&P 500 indices. RVT is poised for an upside breakout, driven by post-election relief and undervalued stocks catching up.
How Interest Rates Will Impact This 7%+ Closed-End Fund
Normally when interest rates fall, we closed-end fund (CEF) investors are tempted to pick up a fund like the 7.3%-paying Royce Small-Cap Trust (RVT).
