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Holdings (Monthly) Guide ↗

Royce SMid-Cap Total Return Fund

· Royce Fund
Monthly Holdings $31M AUM 49 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Fixed Income Clearing Corp. 000000000 Mar 2026 3,157,339 $3.2M 10.26% RA
2 Academy Sports & Outdoors Inc 00402L107 Mar 2026 21,473 $1.2M 3.94% EC
3 MSC Industrial Direct Co Inc 553530106 Mar 2026 12,520 $1.2M 3.75% EC
4 Assured Guaranty Ltd 000000000 Mar 2026 13,250 $1.1M 3.51% EC
5 Vontier Corp 928881101 Mar 2026 27,991 $993K 3.23% EC
6 Advance Auto Parts Inc 00751Y106 Mar 2026 17,243 $910K 2.95% EC
7 Silgan Holdings Inc 827048109 Mar 2026 23,240 $902K 2.93% EC
8 AptarGroup Inc 038336103 Mar 2026 7,116 $897K 2.91% EC
9 Timken Co/The 887389104 Mar 2026 8,775 $883K 2.87% EC
10 Andersen Group Inc 033853102 Mar 2026 30,613 $833K 2.70% EC
11 German American Bancorp Inc 373865104 Mar 2026 18,814 $786K 2.55% EC
12 Quaker Chemical Corp 747316107 Mar 2026 6,226 $773K 2.51% EC
13 AerCap Holdings NV 000000000 Mar 2026 5,530 $759K 2.46% EC
14 FTAI Aviation Ltd 000000000 Mar 2026 3,085 $756K 2.46% EC
15 UFP Industries Inc 90278Q108 Mar 2026 8,182 $754K 2.45% EC
16 KBR Inc 48242W106 Mar 2026 20,131 $742K 2.41% EC
17 Kulicke & Soffa Industries Inc 501242101 Mar 2026 11,167 $734K 2.38% EC
18 SEI Investments Co 784117103 Mar 2026 8,938 $701K 2.28% EC
19 Home BancShares Inc/AR 436893200 Mar 2026 25,674 $691K 2.25% EC
20 Glacier Bancorp Inc 37637Q105 Mar 2026 14,677 $656K 2.13% EC
21 Kimberly-Clark de Mexico SAB de CV 000000000 Mar 2026 260,441 $617K 2.00% EC
22 Element Solutions Inc 28618M106 Mar 2026 18,052 $616K 2.00% EC
23 Spirax Group PLC 000000000 Mar 2026 6,847 $613K 1.99% EC
24 Ball Corp 058498106 Mar 2026 10,002 $591K 1.92% EC
25 Marex Group PLC 000000000 Mar 2026 12,438 $554K 1.80% EC
26 Towne Bank/Portsmouth VA 89214P109 Mar 2026 16,081 $541K 1.76% EC
27 BOK Financial Corp 05561Q201 Mar 2026 4,178 $535K 1.74% EC
28 RenaissanceRe Holdings Ltd 000000000 Mar 2026 1,779 $529K 1.72% EC
29 Merchants Bancorp/IN 58844R108 Mar 2026 11,687 $501K 1.63% EC
30 Telephone and Data Systems Inc 879433829 Mar 2026 11,778 $496K 1.61% EC
31 Ensign Group Inc/The 29358P101 Mar 2026 2,446 $493K 1.60% EC
32 Cactus Inc 127203107 Mar 2026 9,842 $466K 1.51% EC
33 Avantor Inc 05352A100 Mar 2026 59,421 $466K 1.51% EC
34 CBIZ Inc 124805102 Mar 2026 17,110 $459K 1.49% EC
35 Applied Industrial Technologies Inc 03820C105 Mar 2026 1,693 $449K 1.46% EC
36 Coherent Corp 19247G107 Mar 2026 1,826 $435K 1.41% EC
37 Toro Co/The 891092108 Mar 2026 4,045 $378K 1.23% EC
38 Pason Systems Inc 702925108 Mar 2026 37,855 $360K 1.17% EC
39 Bath & Body Works Inc 070830104 Mar 2026 18,588 $347K 1.13% EC
40 Piper Sandler Cos 724078209 Mar 2026 4,504 $345K 1.12% EC
41 Simpson Manufacturing Co Inc 829073105 Mar 2026 1,722 $296K 0.96% EC
42 Installed Building Products Inc 45780R101 Mar 2026 900 $239K 0.78% EC
43 Seacoast Banking Corp of Florida 811707801 Mar 2026 7,637 $231K 0.75% EC
44 Lincoln Electric Holdings Inc 533900106 Mar 2026 909 $226K 0.74% EC
45 TriNet Group Inc 896288107 Mar 2026 5,044 $184K 0.60% EC
46 Houlihan Lokey Inc 441593100 Mar 2026 1,134 $163K 0.53% EC
47 Clorox Co/The 189054109 Mar 2026 1,125 $117K 0.38% EC
48 Moelis & Co 60786M105 Mar 2026 1,715 $98K 0.32% EC
49 Kyndryl Holdings Inc 50155Q100 Mar 2026 6,388 $84K 0.27% EC