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Royce Small-cap Fund Investment Class (PENNX)

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Keadaan

Frekuensi

Sekali
%

Frekuensi

Frekuensi

Kaedah Penyampaian

Status

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio
Tambah ke Senarai Lihat
Tambah Kedudukan

Kedudukan berjaya ditambah ke:

Sila namakan portfolio pegangan anda
 
9.14 +0.09    +0.99%
24/12 - Data Tertunda. Matawang dalam USD
Jenis:  Dana
Pasaran:  Amerika Syarikat
Penerbit:  Royce
Kelas Aset:  Ekuiti
  • Penarafan Morningstar:
  • Jumlah Aset: 1.43B
Royce Pennsylvania Mutual Invmt 9.14 +0.09 +0.99%

Tinjauan PENNX

 
Di laman ini anda akan mendapat profil terperinci Royce Small-cap Fund Investment Class. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi PENNX antara maklumat lain.
Kategori

Small Blend

Jumlah Aset

1.43B

Perbelanjaan

0.93%

Tarikh Permulaan

26603

Maklumat Untuk Dihubungi

Alamat One Madison Avenue, 17th Floor
New York,NY 10010
United States
Telefon +1 8002214268

Eksekutif Tinggi

Nama Tajuk Sejak Sehingga
Miles Lewis Portfolio Manager, Principal 2021 now
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi • 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
Biografi 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
Biografi 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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