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Royce Small-cap Total Return Fund Investment Class (RYTRX)
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8.29
-0.10
-1.19%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 656.69M
Royce Total Return Invmt
8.29
-0.10
-1.19%
- Overview
- Profile
- Historical Data
- Holdings
Royce Small-cap Total Return Fund Investment Class Overview
On this page you'll find an in-depth profile of Royce Small-cap Total Return Fund Investment Class. Learn about the key management, total assets, investment strategy and contact information of RYTRX among other information.
Investment Strategy
The investment seeks long-term growth of capital and current income. Normally, the fund invests at least 65% of its net assets in dividend-paying equity securities. In addition, the fund invests at least 80% of its net assets in equity securities of small-cap companies, under normal circumstances. Although the fund normally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jag Sriram | - | 2024 | Now |
| Biography | Jag Sriram joined the firm in 2020. He was previously a Senior Vice President at Olesen Value Fund. Prior to that, he was a Vice President at Patriarch Management. Mr. Sriram holds a bachelor’s degree in electronics and communication engineering from the University of Madras, India. He also has a master of business administration degree with an emphasis in finance from New York University’s Stern School of Business. He is a CFA® charter holder and a member of the CFA® Institute. | ||
| Joseph Hintz | Portfolio Manager | 2022 | Now |
| Biography | Prior to joining the firm in 2021, he was a Senior Investment Analyst (2021) at American Century Investments, as well as an Investment Analyst (2015-2021) and an Investment Analyst Summer Associate (2014). A classical violinist, he was previously a Violin Fellow at New World Symphony (2007-2010) and has performed in orchestras, chamber ensembles, and festivals across the U.S., Europe, and Japan. He also participated as an orchestra member on multiple recordings, including one that won multiple Grammy awards. Mr. Hintz has an MBA from Johnson at Cornell University, a Master of Music from the University of Michigan, and a Bachelor of Music from Oberlin Conservatory of Music. He holds the CFA® designation. | ||
| Miles Lewis | Portfolio Manager, Principal | 2020 | Now |
| Biography | 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. | ||
| Charles M. Royce | Lead Portfolio Manager | 1993 | 2024 |
| Biography | Royce is the Royce & Associates, LLC's President, Co-Chief Investment Officer and Portfolio Manager. Founded Royce in 1972. | ||
| George Necakov | Director | 2005 | 2022 |
| Biography | Necakov is a portfolio manager and director of quantitative strategies for Royce & Associates, LLC. He manages the firm’s quantitative product offerings. He joined the firm in 1994 and has been involved in portfolio management since 1998. | ||
| Jay S. Kaplan | Portfolio Manager | 2005 | 2021 |
| Biography | 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. | ||
| Chris E. Flynn | Portfolio Manager | 2007 | 2020 |
| Biography | • Portfolio manager, Employed by Royce since 1993 • Previously Senior Vice President in the Arbitrage Division of Donaldson, Lufkin & Jenrette (1989-1992) | ||
| Jack E. Fockler | Vice President | 1993 | 1999 |
| Biography | Fockler joined Quest Advisory Corporation as a vice president in 1989. Previously, he spent two years as a regional vice president with J & W Seligman and two years as an assistant vice president with the Financial Corporation of Virginia. | ||
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