Royce Value Trust
About: 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.
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
60% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 45
4% more capital invested
Capital invested by funds: $482M [Q3] → $502M (+$20.4M) [Q4]
0.61% more ownership
Funds ownership: 26.91% [Q3] → 27.52% (+0.61%) [Q4]
1% more funds holding
Funds holding: 182 [Q3] → 183 (+1) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for RVT.
Financial journalist opinion
Based on 3 articles about RVT published over the past 30 days









