Royce Value Trust/$RVT

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About Royce Value Trust

Royce Value Trust Inc is a diversified closed-end investment company. It invests in diversified sectors including consumer discretionary, consumer staples, healthcare, financial, IT, telecommunications, and materials. The company's portfolio includes common stocks, preferred stocks, corporate bonds, and repurchase agreements. The company invests in Industrials, Financials, Information Technology, Materials, Health Care, Communication Services, Real Estate and others.

Ticker

$RVT

Sector

Primary listing

NYSE

Industry

Employees

-

RVT Metrics

BasicAdvanced
$1.8B
8.32
$1.87
1.40
$1.31
7.47%

Bulls say / Bears say

Rothschild Investment LLC increased its holdings in Royce Value Trust by 9.3% in the fourth quarter, indicating strong institutional confidence in the fund's potential. (marketbeat.com)
Royce Value Trust reported a year-to-date NAV return of 21.20% and a market return of 20.98% as of November 30, 2024, showcasing robust performance. (ainvest.com)
The fund's market price is trading at a discount to its NAV ($16.65 vs. $18.81), potentially offering investors an attractive entry point. (ainvest.com)
Royce Value Trust's stock price reached a new 52-week low of $13.75 on April 3, 2025, reflecting potential investor concerns. (marketbeat.com)
The fund recently cut its quarterly dividend to $0.30 per share, down from $0.44, which may signal financial challenges. (marketbeat.com)
Investments in small-cap and micro-cap companies involve higher risks, and potential risks from foreign securities investments should be carefully considered. (ainvest.com)
Data summarised monthly by Lightyear AI. Last updated on 9 Jun 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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