RVT and RMT are both income-paying CEFs with a broad focus on companies with a market cap lower than $2 billion. RMT has had to lean on more ROC distributions than its sister fund, but this has still ...

Financial markets are set to close a difficult year amid the war in Ukraine, pandemic aftershocks, and inflation-eroding purchasing power. As always, the first rule for every investor is to try to sur...

The Royce Value Trust is a small-cap focused CEF that has been in operation since 1986. It has outperformed the Russell 2000 Index on most time frames.

I have two funds which will allow you to outperform the market all while taking annual withdrawals. These funds have outperformed the market while taking withdrawals since 1998.

The news is structurally designed to make you an active trader. Sleep well at night by transforming your portfolio into a cash-producing machine.

While vanilla investors worry along with the herd, we contrarians are buying.

Small-cap stocks are currently attractive. This report explains why. Royce Value Trust is an attractive way to play small caps, especially considering its big yield and discounted price.

July 29 - August 31, 2022 readers mentioned 38 equities in their comments. Some lamented bad-news, so bad-news investments (rogues) mixed with (mostly) favorites. (Thus, these are ReFa/Ro.). Ten analy...

Americans are overwhelmingly stressed out! We have too much to do and too little time to achieve it. Running your portfolio shouldn't add to your stress, it should reduce it.

Royce Value Trust has a great management team with a long-term track record of beating the benchmark. Royce Value Trust pursues an attractive strategy as the fund invests in small-cap value.