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Royce Total Return Fund Class W (RTRWX)

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Royce Total Return W historical data, for real-time data please try another search
13.30 -0.31    -2.28%
10/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.29M
Royce Total Return W 13.30 -0.31 -2.28%

RTRWX Overview

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

Small Blend

Total Assets

5.29M

Expenses

1.31%

Inception Date

38491

Contact Information

Address 745 Fifth Avenue
New York,NY 10151
United States
Phone +1 8002214268

Top Executives

Name Title Since Until
Chris E. Flynn Portfolio Manager 2007 Now
Biography • Portfolio manager, Employed by Royce since 1993 • Previously Senior Vice President in the Arbitrage Division of Donaldson, Lufkin & Jenrette (1989-1992)
Jay S. Kaplan Portfolio Manager 2005 Now
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.
George Necakov Director 2005 Now
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.
Charles M. Royce Lead Portfolio Manager 1993 Now
Biography Royce is the Royce & Associates, LLC's President, Co-Chief Investment Officer and Portfolio Manager. Founded Royce in 1972.
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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