745 Fifth Avenue |
New York, NY 10151
Main Phone: 212-208-4500
Mutual Fund Brand(s)
The Royce Fund
SEC Fund Filings by CIK
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.
Outgoing President, Director of Investments, PM, Chairman- and CEO-Designate, Royce Fund Services, Inc.
Regional Sales Consultant, Royce & Associates LLC
Co-CIO, Sprott, Inc.
Managing Director and Vice President, Royce
Director of Sales and Broker-Dealer Services, The Royce Funds
Managing Director and Chief Operating Officer, The Royce Funds
|Joanne J. Newgard|
Director of Advisor Services and Media Relations, Royce & Associates
Co-Chief Investment Officer, President-Designate, Royce & Associates