Royce Small-Cap Value Fund's 1Q16 Turnaround

by Jay Kaplan

What drove the performance turnaround for Portfolio Manager Jay Kaplan in the first quarter? ...
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Fund Focus

Is M&A in Small-Caps Accelerating?

by Bill Hench

Why is Portfolio Manager Bill Hench closely watching small-cap M&A activity?

Market Perspective

Barron's: "Charles Royce Passes CEO Baton to Clark; Will Continue Stockpicking"

Barron's reporter Crystal Kim interviews "stockpicking legend" Chuck Royce and soon-to-be CEO Chris Clark on the firm's succession planning.

News: Media Mention

The Economy's Journey into Uncharted Waters

by Charlie Dreifus

Portfolio Manager Charlie Dreifus's observations on current Fed policy and how the globe's continuing dependence on monetary stimulus has kept the markets in uncharted waters.

Market Perspective

Understanding The Royce Funds' 1Q16 Performance

by Steve Lipper

With a strong performance across The Royce Funds lineup in the first quarter, Senior Investment Strategist Steve Lipper examines the value, core, and growth funds.

Investment Approach

Signs of a Market Rotating Back to Value

by Francis Gannon and Chris Clark

Royce's Co-CIOs, President Chris Clark and Managing Director Francis Gannon, discuss the performance turnaround in the first quarter and how we've positioned our business for a return to normalization.

Investment Approach
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Big on Small.

Small-cap mutual funds for 40+ years.

The Blog

Do Small-Caps Look Attractive Versus Large-Caps?
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News

May 24Morningstar Mentions Royce Special Equity Fund
May 23April Diagnostics for Royce Closed-End Funds
May 13Barron's: "Charles Royce Passes CEO Baton to Clark; Will Continue Stockpicking"
May 12Royce's President Chris Clark to Become CEO Effective July 1, 2016

About Royce

Small-cap investing specialist offering mutual funds with unique investment approaches that address specific investment goals.

Our People

  • 15Years at Royce
  • 27Years of Experience

Jay Kaplan, CFA
Portfolio Manager, Principal

Jay Manages

+3 more Funds

Contact Information

General Information (800) 221-4268

Media Contact
Kristen Swenson
E-mail Kristen
(212) 508-4500

Big on Small.

Small-cap mutual funds for 40+ years.

The Blog

Do Small-Caps Look Attractive Versus Large-Caps?
Continue reading

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

Upcoming Events

Wealth Investment Exchange

May 22-25, 2016
Scottsdale, AZ

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Tax and Distribution Information

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