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MFWire: The Royce Fund
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Royce Funds
745 Fifth Avenue
New York, NY  10151
Google Maps

Main Phone: 212-208-4500
Web Site: http://www.roycefunds.com/default.asp

Mutual Fund Brand(s)
The Royce Fund

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Royce & Associates came into existence in 1972, when Charles Royce acquired Quest Advisory Corporation and gradually transformed it into a mutual fund company of his own. Small-cap value investing is the firm's core business, and has been since its inception.

    Royce has been a wholly owned, independent subsidiary of Legg Mason, Inc. since October 1, 2001, when Legg Mason acquired Royce for $115 million.

    Based in New York City, Royce moved into a new, larger office space at 745 Fifth Avenue in early 2009.

    Today, Royce offers 23 open-end mutual funds, all focused on small-cap value companies. The funds are divided into core, micro-cap/ opportunistic, core + dividends, global/ international, quality + focused, and qualified investor allocations. The firm's first fund, the Royce Pennsylvania Mutual Fund, was launched in 1972.
    Sponsored Opportunities

    Key People:
    Charles Royce
    Outgoing President, Director of Investments, PM, Chairman- and CEO-Designate, Royce Fund Services, Inc.
    Michael Rosenthal
    Regional Sales Consultant, Royce & Associates LLC
    Whitney George
    President, Sprott, Inc.
    Jack Fockler
    Managing Director and Vice President, Royce
    Dave Gruber
    Principal, Royce
    Ed Coyne
    Director of Sales and Broker-Dealer Services, The Royce Funds
    John Diederich
    Managing Director and Chief Operating Officer, The Royce Funds
    Joanne J. Newgard
    Director of Advisor Services and Media Relations, Royce & Associates
    Chris Clark
    Co-Chief Investment Officer, President-Designate, Royce & Associates
    Story Archive for Royce Funds
    Published On Story Headline Publication
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    1/23/2019 Last Month, Small Fund Firms' Outflows Sextupled MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    5/1/2018 First Trust's Inflows Double MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/27/2018 ProShares Takes the Midsize Lead MFWire.com
    1/29/2018 First Trust and Bridge Builder Lead the Monthly Pack, Again MFWire.com
    1/29/2018 Bridge Builder Dominated 2017 MFWire.com
    12/26/2017 First Trust and Bridge Builder Take the Lead MFWire.com
    10/23/2017 Baird Dominated September Among Midsize Firms MFWire.com
    10/23/2017 Week In Preview - October 23-29 MFWire.com
    7/21/2017 Guggenheim and Bridge Builder Are On a Roll! MFWire.com
    3/30/2017 The New Fund Fuss - March 30, 2017 MFWire.com
    2/24/2017 Filings for Fundsters - February 24, 2017 MFWire.com
    2/10/2017 Filings for Fundsters - February 10, 2017 MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    9/23/2016 Filings for Fundsters - September 23, 2016 MFWire.com
    5/12/2016 Royce Anoints a CEO MFWire.com
    10/23/2015 Royce Prepares to Merge Away Two Funds MFWire.com
    4/30/2015 Royce Finishes Chapter 2 of a Methodical and Strategic Product Review MFWire.com
    12/1/2014 A Munder Vet Joins Royce's C-Suite MFWire.com
    11/11/2014 One of Royce's Lieutenants Departs MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    5/20/2014 Royce Hands Off One Hat, But He's Still In MFWire.com
    12/9/2013 Royce Challenges 10 Charities' Chiefs MFWire.com
    5/13/2013 QE Gets Royce's Goat MFWire.com
    4/12/2013 Stork and Reaper for the Week of April 12, 2013 MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/5/2012 The PM is Retired. Long Live the PM. MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    10/19/2012 Stork and Reaper for October 19, 2012 MFWire.com
    10/10/2012 Fortune Gives Props to the Royce Fund MFWire.com
    7/17/2012 Royce PM Nadel Is Not Giving Up on Europe MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    8/3/2011 Which Small-Cap Funds Dominate in 401ks? MFWire.com
    4/19/2011 New Absolute Return, International Funds Dot the Landscape MFWire.com
    3/21/2011 Morningstar Gives Props to Four Small Cap Funds MFWire.com
    12/15/2010 Residents Roll on Royce, Say He is in no Rush MFWire.com
    4/8/2010 Royce Acquires a Fellow New Yorker MFWire.com
    1/25/2010 Royce Prepares to Mostly Close Two Funds MFWire.com
    1/5/2010 American Funds, Berkowitz and Loomis Sayles Gain Top Manager Kudos MFWire.com
    12/18/2009 Royce Launches a Mid-Cap Fund MFWire.com
    11/19/2009 Who Made it to Morningstar's Manager of the Decade Shortlist? MFWire.com
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