Morningstar

RBC SMID Cap Growth A TMCAX

Morningstar Medalist Rating
Medalist Rating as of | See RBC Investment Hub
  • NAV / 1-Day Return 13.09  /  0.00
  • Total Assets 169.9 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 25%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0

Morningstar’s Analysis TMCAX

Will TMCAX outperform in 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 TMCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TMCAX 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 TMCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin RBC SMID Cap Growth A's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TMCAX

More TMCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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3.26 5.2 Mil
Energy

RBC BlueBay US Govt Mny Mkt Instl 1

2.93 4.7 Mil
Cash and Equivalents

Onto Innovation Inc

2.30 3.7 Mil
Technology

Merit Medical Systems Inc

2.19 3.5 Mil
Healthcare

Tetra Tech Inc

2.10 3.3 Mil
Industrials

Integer Holdings Corp

2.10 3.3 Mil
Healthcare

Woodward Inc

2.03 3.2 Mil
Industrials

Medpace Holdings Inc

1.95 3.1 Mil
Healthcare

Ollie's Bargain Outlet Holdings Inc

1.93 3.1 Mil
Consumer Defensive

Burlington Stores Inc

1.88 3.0 Mil
Consumer Cyclical

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