Breaking News

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

US Funds

Add to/Remove from a Portfolio Add to Watchlist

8.12 -0.09 -1.10%

14/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 226.89M

General
Chart
- Streaming charts
- Interactive Chart
News & Analysis
- Analysis & Comment
Technical
- Technical Analysis
Forum

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 745 Fifth Avenue
New York,NY 10151
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.

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Nigeria's comment guidelines and agree to the terms described.

I Agree

RTRIX Comments

Write your thoughts about Royce Small-cap Total Return Fund Institutional Class

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d72-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d72-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d72-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

NSE 30	3,679.93	+17.04	+0.47%
NSE All Share	97,725.64	+492.57	+0.51%
US 30	43,425.1	-325.8	-0.74%
US 500	5,866.5	-82.7	-1.39%
FTSE 100	8,063.61	-7.58	-0.09%
DAX	19,220.03	-43.67	-0.23%
South Africa Top 40	75,773.36	-12.97	-0.02%

Brent Oil	71.05	-1.51	-2.08%
Crude Oil WTI	67.06	-1.64	-2.39%
Gold	2,566.50	-6.40	-0.25%
Silver	30.370	-0.199	-0.65%
Copper	4.0743	-0.0132	-0.32%
London Cocoa	7,160.00	+143.00	+2.04%
London Wheat	179.25	+0.20	+0.11%

Nigeria 10Y	20.819	0.000	0.00%
Nigeria 2Y	25.410	0.000	0.00%
U.K. 10Y	4.5080	+0.0350	+0.78%
Germany 10Y	2.3360	-0.0130	-0.55%
U.S. 10Y	4.413	-0.009	-0.20%
U.S. 5Y	4.278	-0.014	-0.32%
U.S. 2Y	4.282	-0.012	-0.28%

Fidelitybk	14.950	-0.050	-0.33%
Zenith Bank	43.30	+0.30	+0.70%
UBA	33.45	+0.45	+1.36%
FBN Holdings	27.60	-0.15	-0.54%
Guaranty Trust Holding	56.00	+1.50	+2.75%
Sterling Bank	4.990	+0.120	+2.46%
Dangote Cement	478.80	0.00	0.00%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Royce Total Retur.	8.12	-0.09	-1.10%