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Upturn AI SWOT - About
RMT 
Royce Micro Cap Closed Fund (RMT)
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Upturn Advisory Summary
04/01/2025: RMT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -8.69% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 428.77M USD | Price to earnings Ratio 6.48 | 1Y Target Price - |
Price to earnings Ratio 6.48 | 1Y Target Price - | ||
Volume (30-day avg) 154016 | Beta 1.37 | 52 Weeks Range 7.92 - 10.03 | Updated Date 04/1/2025 |
52 Weeks Range 7.92 - 10.03 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 8.98% | 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 6.48 | Forward PE - | Enterprise Value 437140768 | Price to Sales(TTM) 66.9 |
Enterprise Value 437140768 | Price to Sales(TTM) 66.9 | ||
Enterprise Value to Revenue 6.41 | Enterprise Value to EBITDA - | Shares Outstanding 50682100 | Shares Floating - |
Shares Outstanding 50682100 | Shares Floating - | ||
Percent Insiders 0.18 | Percent Institutions 32.02 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Royce Micro Cap Closed Fund
Company Overview
History and Background
Royce Micro-Cap Closed Fund, Inc. (Symbol: RMT) was founded to invest in a diversified portfolio of micro-cap companies. The fund's objective is long-term capital appreciation. Established to provide investors with access to smaller, often overlooked companies, RMT has focused on rigorous fundamental research and value investing.
Core Business Areas
- Investment Management: RMT primarily focuses on managing a portfolio of micro-cap stocks, seeking undervalued companies with strong potential for growth.
Leadership and Structure
Royce Investment Partners serves as the investment advisor. The fund is managed by experienced portfolio managers specializing in micro-cap investing. The structure is that of a closed-end fund.
Top Products and Market Share
Key Offerings
- Micro-Cap Portfolio: RMT's core offering is its professionally managed portfolio of micro-cap stocks. As a closed-end fund, market share is not directly applicable in the same way as for operating companies. Instead, performance is measured against benchmarks like the Russell Microcap Index. Competitors: Other micro-cap funds and ETFs.
Market Dynamics
Industry Overview
The investment management industry, specifically micro-cap investing, is characterized by intense competition, regulatory oversight, and market volatility. Opportunities exist in identifying undervalued companies but risks include liquidity concerns and economic downturns.
Positioning
RMT positions itself as a value-oriented micro-cap investor focusing on long-term capital appreciation through fundamental analysis. It competes with other investment managers targeting the same niche.
Total Addressable Market (TAM)
The total addressable market for micro-cap investing is vast, representing the aggregate market capitalization of all micro-cap companies. RMT's positioning is within this TAM, focusing on specific undervalued opportunities.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Established track record in micro-cap investing
- Disciplined value investment approach
Weaknesses
- Susceptibility to market volatility
- Limited liquidity in micro-cap stocks
- Dependence on investment management expertise
Opportunities
- Identifying undervalued micro-cap companies
- Expanding investor base
- Leveraging technological advancements in research
Threats
- Economic downturns
- Increased competition from other micro-cap funds
- Regulatory changes
Competitors and Market Share
Key Competitors
- Voya Natural Resources Equity Income Fund (IRR)
- BlackRock Enhanced Equity Dividend Trust (BDJ)
- Eaton Vance NextShares Trust II Eaton Vance Small-Cap Intrinsic Value ETF (EVSI)
Competitive Landscape
RMT's advantages lie in its experienced management and value-oriented approach. Disadvantages include the inherent risks of micro-cap investing and market volatility.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: RMT's historical growth is tied to the performance of its micro-cap portfolio.
Future Projections: Future projections depend on market conditions and analyst estimates. Consult financial analysts for forecasts.
Recent Initiatives: Recent initiatives involve refining investment strategies and adapting to changing market dynamics.
Summary
Royce Micro-Cap Closed Fund has a experienced management team, specializing in identifying undervalued micro-cap companies and executing a disciplined value investment strategy. RMT is susceptible to market volatility and the limited liquidity in micro-cap stocks. Continued focus on fundamental analysis and adapting to market conditions are crucial for its success. Monitoring competitors, economic indicators and regulatory changes is important.
Similar Companies
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial Data Providers
- Analyst Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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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