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Royce Small-cap Total Return Fund Institutional Class (RTRIX)

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7.45 +0.07 +0.95%

24/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 212.78M

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RTRIX Overview

On this page you'll find an in-depth profile of Royce Small-cap Total Return Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of RTRIX among other information.

Contact Information

Address One Madison Avenue, 17th Floor
New York,NY 10010
United States

Phone +1 8002214268

Web www.royceinvest.com

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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