Royce Small-Cap Value Fund FY 2025: What Worked... And What Didn't

The Royce Funds120 FollowersFollow5ShareSavePlay(10min)CommentsSummarySeven of the portfolio’s 10 equity sectors made a positive impact on calendar year performance.Three of the Fund’s top five contributors provide electronics contract manufacturing services, or EMS.The Fund’s underperformance versus the Russell 2000 Value in 2025 came from stock selection; sector allocation decisions were positive. Vladimir Zakharov/iStock via Getty Images The following segment was excerpted from the Royce Small-Cap Value Fund FY 2025 Commentary. Seven of the portfolio’s 10 equity sectors made a positive impact on calendar year performance. Information Technology, Financials, and Industrials made the largestThis article was written byThe Royce Funds120 FollowersFollowThe Royce Funds is a small-cap specialist with unparalleled knowledge and experience, offering distinct investment approaches to meet a variety of investors’ goals.