Royce Small-Cap Fund Investment Class(PENNX)

美國基金

從投資組合中新增/移除新增至觀察名單

10.27 -0.10 -0.96%

14/11 - 延遲資料. USD 貨幣

種類: 基金

市場: 美國

發行者: Royce

資產類別: 股票

晨星評級:
總資產: 1.5B

PENNX綜觀

你可在本頁找到深入的Royce Small-Cap Fund Investment Class公司檔案，包括PENNX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Small Blend

總資產

1.5B

費用

0.93%

基金成立

26603

聯絡資訊

地址 745 Fifth Avenue
New York,NY 10151
United States

電話 +1 8002214268

網絡 www.royceinvest.com

主要管理層

名稱	主旨	成立於	直至
Miles Lewis	Portfolio Manager, Principal	2021	now
自傳	Miles Lewis joined the firm in 2020. He was previously a portfolio manager (2014-2020) and investment analyst (2010-2014) for the Small-Cap Value Fund and Strategy at American Century Investments. Prior to that, he worked on debt restructurings at MBIA Insurance Corp. (2006-2008) and Chanin Capital Partners (2003-2006). Mr. Lewis holds a bachelor's degree in business administration from The College of William and Mary and a master's degree in business administration from the Johnson Graduate School of Management at Cornell University. He is a CFA® charter holder and a member of the CFA Institute.
Steven G. McBoyle	Portfolio Manager	2019	now
自傳	Steven G. McBoyle joined the firm in 2007. Previously, he was a Partner at Lord, Abbett & Co. LLC (2001-2007) where he was a Portfolio Manager of the Small Cap Value Fund and Small-Mid Value Fund. Prior to that he was Vice President of Mergers & Acquisitions at Morgan Stanley (2000-2001) and an Associate of Mergers & Acquisitions at Salomon Brothers (1997-2000). He began his career in public accounting within the Accounting & Audit Services Group of Deloitte & Touche (1990-1995). Mr. McBoyle holds a bachelor's degree from the School of Accountancy at the University of Waterloo, Canada and a Master of Business Administration from Columbia University. He is also a Chartered Accountant with a degree from the Institute of Chartered Accountants in Canada and a Certified Public Accountant.
Andrew S. Palen	-	2018	now
自傳	Andrew S. Palen Portfolio Manager Employed by Royce since 2015 Assistant Portfolio Manager for: Royce Pennsylvania Mutual Fund Previously a Senior Analyst at Armistice Capital (2013-2015), a Summer Associate at UBS Global Management (2012), and an Associate at Comvest Partners (2008-2011).
Lauren Romeo	Portfolio Manager, Principal	2006	now
自傳	Lauren A. Romeo, CFA, is a Portfolio Manager and Principal for Royce & Associates, LP, investment adviser to The Royce Funds. Ms. Romeo manages Royce Small-Cap Leaders Fund. She also serves as Portfolio Manager for Royce Premier Fund and Royce Pennsylvania Mutual Fund (both with Chuck Royce as Lead Portfolio Manager). She serves as an Assistant Portfolio Manager for Royce Value Trust, a closed-end fund. She has 25 years of investment industry experience. Ms. Romeo joined Royce & Associates in 2004. Previously, she was a Portfolio Manager at Dalton Greiner, Hartman & Maher (since 2001), an A
Jay S. Kaplan	Portfolio Manager	2003	now
自傳	Mr. Kaplan has been portfolio manager since 2011 and was previously assistant portfolio manager (2005-2011). His employer at Royce since 2000. Prior to joining the firm, he spent 12 years with Prudential Financial, most recently as a managing director and portfolio manager.
James P. Stoeffel	Portfolio manager	2017	2024
自傳	James Stoeffel joined Royce in 2009 as a Portfolio Manager. Previously he was a Portfolio Manager for a long/short equity private investment vehicle which he co-founded with Messrs. Brown and Hartman (2008-2009), a Portfolio Manager and Investment Policy Committee member at CRM (2001-2008), Director of Research at Palisade Capital Management (1999-2001), Research Analyst and Vice President in Smith Barney's Emerging Growth Stock Research Group (1993-1999) and an Auditor for a number of companies in the financial services industry (1984-1992).
Charles M. Royce	Lead Portfolio Manager	1972	2024
自傳	Royce is the Royce & Associates, LLC's President, Co-Chief Investment Officer and Portfolio Manager. Founded Royce in 1972.
Chris E. Flynn	Portfolio Manager	2017	2021
自傳	• Portfolio manager, Employed by Royce since 1993 • Previously Senior Vice President in the Arbitrage Division of Donaldson, Lufkin & Jenrette (1989-1992)
Francis D. Gannon	Senior Vice President	2007	2009
自傳	Gannon joined Royce in 2006. Previously, he was a senior vice president and portfolio manager at AIG SunAmerica Asset Management(1995-2006).
James Harvey	Portfolio Manager, Principal	2006	2009
自傳	James J. Harvey, CFA, is a Portfolio Manager and Principal for Royce & Associates, LP, investment adviser to The Royce Funds. He has 26 years of investment industry experience. Mr. Harvey serves as Portfolio Manager for Royce International Discovery Fund and as an Assistant Portfolio Manager for Royce Micro-Cap Trust, the only micro-cap closed-end fund. Mr. Harvey joined Royce & Associates in 1998 as an Analyst. He holds a bachelor’s degree from the State University of New York at Albany and a Master of Business Administration from New York University. He is a Chartered Financial Analyst (CFA). Royce & Associates, LP, investment adviser to The Royce Funds, is a small-cap equity specialist offering portfolios with distinctive investment approaches to address specific investment goals. The firm has been managing micro-cap, small-cap and small/mid-cap portfolios for more than 40 years.

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