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Upturn AI SWOT - About
RMT 
Royce Micro Cap Closed Fund (RMT)
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Upturn Advisory Summary
10/10/2025: RMT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 9.58% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 464.75M USD | Price to earnings Ratio 7.05 | 1Y Target Price - |
Price to earnings Ratio 7.05 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.23 | 52 Weeks Range 7.11 - 9.83 | Updated Date 06/29/2025 |
52 Weeks Range 7.11 - 9.83 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.29% | Basic EPS (TTM) 1.3 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1028.97% | Operating Margin (TTM) 4.1% |
Management Effectiveness
Return on Assets (TTM) -0.01% | Return on Equity (TTM) 12.13% |
Valuation
Trailing PE 7.05 | Forward PE - | Enterprise Value 475341504 | Price to Sales(TTM) 72.52 |
Enterprise Value 475341504 | Price to Sales(TTM) 72.52 | ||
Enterprise Value to Revenue 6.97 | Enterprise Value to EBITDA - | Shares Outstanding 50682100 | Shares Floating - |
Shares Outstanding 50682100 | Shares Floating - | ||
Percent Insiders 0.18 | Percent Institutions 32.2 |
Upturn AI SWOT
Royce Micro Cap Closed Fund
Company Overview
History and Background
Royce Micro-Cap Closed Fund, Inc. (Symbol: RMT) was founded to provide investors with long-term capital appreciation primarily through investment in micro-cap companies. It focuses on undervalued securities.
Core Business Areas
- Investment Management: Management of a closed-end fund focused on micro-cap companies, seeking long-term capital appreciation.
Leadership and Structure
The fund is managed by Royce Investment Partners, which operates as a division of Franklin Resources, Inc. (BEN). The portfolio managers make investment decisions based on Royce's investment process.
Top Products and Market Share
Key Offerings
- Micro-Cap Investment Portfolio: The fund's primary offering is its actively managed portfolio of micro-cap stocks. Market share data is difficult to specify because the fund is a specific investment product rather than a company selling a product. Competition comes from other investment firms offering similar micro-cap investment options (e.g., mutual funds, ETFs, and other closed-end funds focused on small companies).
Market Dynamics
Industry Overview
The industry involves investment management in publicly traded micro-cap stocks. These companies are generally small in size and may offer higher growth potential but also carry more risk.
Positioning
RMT is positioned as a value-oriented micro-cap investment option. Its competitive advantage lies in Royce's long track record and expertise in small-cap investing.
Total Addressable Market (TAM)
The TAM for micro-cap investing is substantial, comprising all publicly traded companies with small market capitalizations. RMT's positioning allows it to capture a portion of this market by focusing on undervalued opportunities.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Value-Oriented Investment Approach
- Long Track Record
- Diversified Portfolio
Weaknesses
- Closed-End Fund Structure (potential for trading at a discount to NAV)
- High Expense Ratio Relative to ETFs
- Micro-Cap Focus (inherent volatility)
Opportunities
- Increasing Investor Interest in Small-Cap Stocks
- Market Corrections (creating buying opportunities)
- Expansion of Micro-Cap Universe
Threats
- Economic Downturn (negatively impacting micro-cap companies)
- Rising Interest Rates (affecting valuations)
- Increased Competition from ETFs
- Regulatory Changes
Competitors and Market Share
Key Competitors
- VBR
- IWC
- SLY
Competitive Landscape
RMT competes with other micro-cap investment options. RMT differentiates itself through its investment process and focus.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to market conditions and the performance of the underlying micro-cap holdings.
Future Projections: Future projections depend on the portfolio managers and the broader economic environment.
Recent Initiatives: Information not publicly available for recent initiatives. Initiatives are typically related to portfolio composition changes.
Summary
Royce Micro-Cap Closed Fund offers investors exposure to a diversified portfolio of micro-cap stocks. Its experienced management team and value-oriented investment approach are strengths. The closed-end fund structure and potential for trading at a discount to NAV could be viewed as weaknesses. External threats, such as economic downturns, could negatively impact performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Royce Investment Partners Website
- Financial News Outlets (e.g., Yahoo Finance, Bloomberg)
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own due diligence and consultation with a qualified financial advisor. Market share data may not be readily available for each competitor listed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Royce Micro Cap Closed Fund
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1993-12-15 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Royce Micro-Cap Trust, Inc. is a closed-ended equity mutual fund launched and managed Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value stocks of companies with market capitalization of less than $500 million. The fund benchmarks the performance of its portfolios against Russell 2000 Index. Royce Micro-Cap Trust, Inc was formed on December 14, 1993 and is domiciled in the United States.
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