RMT: Wait For Rates To Peak To Initiate Position

Oct. 14, 2022 9:00 AM ETRoyce Micro-Cap Trust (RMT)


  • The Royce Micro-Cap Trust invests in the micro-cap stocks, as opposed to the Large-Cap stocks of the SPDR S&P 500 Trust ETF.
  • RMT outperformed SPY after the Tech bubble burst, the Great Financial Crisis and COVID. The previous history could be saying the next outperformance could be when rates peak.
  • Along will trying to read the tea leaves about RMT vs. Large-Caps, I list several other funds that invest primarily in the Micro-Cap space.
  • Looking for more investing ideas like this one? Get them exclusively at Hoya Capital Income Builder. Learn More »

Wooden Seesaw Scale and Risk and Reward Written Wooden Blocks Sitting on Wood Surface in Front of Defocused Background


(This article was co-produced with Hoya Capital Real Estate)


Definitions I found classify stocks below $300m in market size as Micro-Cap. Based on how few funds invest only in Micro-Cap stocks and how little assets they hold, most investors have



micro-cap stocks


Great Financial Crisis


large-cap vs micro-cap


RMT ticker

royceinvest.com Results

Royce investments

royceinvest.com down markets


royceinvest.com RMT

Royce Micro-Cap Trust

royceinvest.com data-points

RMT micro-cap

royceinvest.com sectors

micro-cap funds

royceinvest.com; compiled by Author

Royce & Associates

seekingalpha.com RMT DVDs


royceinvest.com; compiled by Author

Data by YCharts



SPY ticker


IWC ticker

seekingalpha.com; compiled by Author

Data by YCharts

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This article was written by

Retired Investor profile picture
Build sustainable portfolio income with premium dividend yields up to 10%.

I have both a BS and MBA in Finance. I have been individual investor since the early 1980s and have a seven-figure portfolio.  I was a data analyst for a pension manager for thirty years until I retired July of 2019. My initial articles related to my experience in prepping for and being in retirement. Now I will comment on our holdings in our various accounts. Most holdings are in CEFs, ETFs, some BDCs and a few REITs. I write Put options for income generation. Contributing author for Hoya Capital Income Builder

Disclosure: I/we have a beneficial long position in the shares of RMT, WAMVX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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