Morningstar

RBC SMID Cap Growth Fund Class R6 RSMRX

Morningstar Medalist Rating
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Medalist Rating as of See RBC Investment Hub
  • NAV / 1-Day Return $15.79  /  −0.88 %
  • Fund Size $100.2M
  • Adjusted Expense Ratio 0.770%
  • Net Expense Ratio 0.770%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis RSMRX

Will RSMRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RSMRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RSMRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RSMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

RBC SMID Cap Growth R6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings RSMRX

More RSMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Onto Innovation Inc

2.75 3M
Technology

CACI International Inc Class A

2.69 3M
Technology

Repligen Corp

2.45 2M
Healthcare

RBC Bearings Inc

2.21 2M
Industrials

Merit Medical Systems Inc

2.20 2M
Healthcare

Haemonetics Corp

2.16 2M
Healthcare

Enpro Inc

2.06 2M
Industrials

Mercury Systems Inc

2.03 2M
Industrials

RadNet Inc

2.03 2M
Healthcare

JFrog Ltd Ordinary Shares

1.99 2M
Technology

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