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Royce Small-Cap Fund Investment Class (PENNX)

US Funds

从投资组合添加/删除添加至投资组合

9.99 +0.13 +1.32%

26/09 - 延迟数据. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: Royce

资产类别: 股票

晨星评级:
总资产: 1.48B

PENNX概述

本页面提供Royce Small-Cap Fund Investment Class的详细介绍，帮助您了解PENNX的高管、总资产、投资策略和联系方式等信息。

种类

Small Blend

总资产

1.48B

费用

0.93%

开始日期

26603

联络信息

地址 745 Fifth Avenue
New York,NY 10151
United States

电话 +1 8002214268

网址 www.royceinvest.com

高管

名称	标题	任期	至
Miles Lewis	Portfolio Manager, Principal	2021	now
背景介紹	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
背景介紹	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
背景介紹	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).
James P. Stoeffel	Portfolio manager	2017	now
背景介紹	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).
Lauren Romeo	Portfolio Manager, Principal	2006	now
背景介紹	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
背景介紹	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.
Charles M. Royce	Lead Portfolio Manager	1972	now
背景介紹	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
背景介紹	• 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
背景介紹	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
背景介紹	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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