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NEW YORK, July 23, 2026 /PRNewswire/ -- Oldest and largest small-cap closed-end fund Average weekly trading volume of approximately 1,965,812 shares Fund's adviser has more than 50 years of small- and micro-cap investment experience CLOSING PRICES AS OF 06/30/26 NAV 21.21 MKT 18.47 AVERAGE ANNUAL TOTAL RETURN AS OF 06/30/26 NAV (%) MKT (%) One-Month* 6.24 1.23 Year to Date* 24.23 18.86 One-Year 38.11 33.77…

At a CAPE ratio exceeding 41, S&P 500 valuations sit at extreme historical levels, setting up low long-term forward returns for cap-weighted indexes. Monthly living expenses continue regardless of market drawdowns; retirement requires predictable cash flow, not volatile paper valuations. During bull markets, cash flow is a convenience; during market crashes, uncallable dividend income becomes a vital necessity.

Royce Small-Cap Trust is rated Buy for 2026, driven by small-cap recovery, strong NAV performance, and a double-digit discount to NAV. RVT's actively managed, diversified small-cap portfolio outperformed the Russell 2000 in most downturns and is overweight sectors benefiting from reshoring and infrastructure trends. The fund's ~13% discount to NAV and 7% managed distribution offer a compelling entry, but…

NEW YORK, June 24, 2026 /PRNewswire/ --  Oldest and largest small-cap closed-end fund Average weekly trading volume of approximately 773,762 shares Fund's adviser has more than 50 years of small- and micro-cap investment experience CLOSING PRICES AS OF 05/31/26 NAV 20.31 MKT 18.56 AVERAGE ANNUAL TOTAL RETURN AS OF 05/31/26 NAV (%) MKT (%) One-Month* 2.06 0.87 Year to Date* 16.94 17.41 One-Year 35.93 36.51 Three-Year…

Always build your portfolio around your unique lifestyle goals—don't end up standing on a beach in snow pants. Mimicking ultra-wealthy founders is dangerous. Billionaires have completely different financial goals, skills, and timelines than retirees. Warren Buffett's empire relies on controlling operating companies and a massive Treasury bill hoard, not simple stock-picking.