Nasdaq - Delayed Quote USD

RBC Small Cap Core R6 (RBRCX)

16.09 -0.14 (-0.86%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 16.23
  • YTD Return 9.59%
  • Expense Ratio 0.88%
  • Category Small Blend
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 41.57M
  • Beta (5Y Monthly) 1.07
  • Yield 0.34%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.06
  • Inception Date Nov 21, 2016

The fund normally invests at least 80% of its assets in common stocks of small companies. The adviser currently considers "small companies" to be those within the market capitalization range of the Russell 2000? Index at the time of initial purchase by the fund. As part of the investment process, the Advisor takes material environmental, social and governance (“ESG”) factors into account through an integrated approach within the investment team’s fundamental investment analysis framework.

RBC Global Asset Management.

Fund Family

Small Blend

Fund Category

41.57M

Net Assets

2016-11-21

Inception Date

Performance Overview: RBRCX

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Trailing returns as of 10/18/2024. Category is Small Blend.

YTD Return

RBRCX
9.59%
Category
20.19%
?

1-Year Return

RBRCX
22.21%
Category
60.18%
?

3-Year Return

RBRCX
5.49%
Category
11.32%
?

5-Year Return

RBRCX
9.99%
Category
13.88%
?

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Holdings: RBRCX

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Top 10 Holdings (32.38% of Total Assets)

SymbolCompany% Assets
BBSI
Barrett Business Services, Inc. 3.85%
LNTH
Lantheus Holdings, Inc. 3.84%
DCO
Ducommun Incorporated 3.55%
TMHC
Taylor Morrison Home Corporation 3.52%
CODI
Compass Diversified 3.32%
PATK
Patrick Industries, Inc. 3.13%
GPI
Group 1 Automotive, Inc. 3.00%
MGY
Magnolia Oil & Gas Corporation 2.77%
XBI
SPDR?S&P?Biotech ETF 2.71%
NXST
Nexstar Media Group, Inc. 2.69%

Sector Weightings

Recent News: RBRCX

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Research Reports: RBRCX

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