Small-Cap Mutual Fund Specialists

For more than 40 years, Royce & Associates, investment adviser to The Royce Funds, has been managing micro-cap, small-cap, and small/mid-cap portfolios.

Chuck Royce, portfolio manager for Royce Pennsylvania Mutual Fund since 1972, is one of the pioneers in small-cap investing and enjoys one of the longest tenures of any active mutual fund manager. He has established a culture that aligns the interests of each employee at Royce with those of our Funds’ shareholders.

Our collection of distinct small-cap investment strategies offers portfolios with different risk/return profiles that aim to meet a variety of investors’ needs. While these strategies use differing approaches, all focus on fundamental, intensive company research using a risk-aware discipline.

Our products include Mutual Funds, Variable Annuity Portfolios, Closed-End Funds, and Institutional Separate Accounts. 

To learn more about our offerings, please contact us.

Key Facts as of 9/30/16

  • AUM: $17.1B
  • Our officers, employees, and their families have approximately $108 million invested in The Royce Funds
  • Seasoned staff of more than 30 investment professionals
  • Founded in 1972
  • Located in New York, NY
  • Royce & Associates, LP is an affiliate of Legg Mason

Learn More

Investment Strategies

Small-cap investing is our primary business. This distinguishes us from most other asset managers.

Learn more about our investment strategies

Firm Culture

Our culture aligns the interests of each employee at Royce with those of our Funds’ shareholders.

Learn more about our unique culture

Firm History

We’ve been cultivating our unique small-cap focus for more than four decades.

Learn more about our history

Contact Us

Have questions? Let us know how can we help you.

Click here to email or call us



Sign Up