| Royce Capital Micro-Cap Inv |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
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| Maximum Fees |
| Administrative |
--- |
| Management |
1.00%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
0.00%
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| Management |
1.00%
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| Expense Ratio |
1.18%
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(taken from annual report dated 2024-06-30) |
| Total Annual Operating Expense |
1.18%
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Type |
Date |
% |
| --- |
--- |
--- |
--- |
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| Inception Date: 1996-12-27 |
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| Mngr Name |
James P. Stoeffel |
| Mngr Start Date |
2015-05-01 |
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| Biography |
| James Stoeffel joined Royce in 2009 as a Portfolio Manager. Previously he was a Portfolio Manager for a long/short equity private investment vehicle which he co-founded with Messrs. Brown and Hartman (2008-2009), a Portfolio Manager and Investment Policy Committee member at CRM (2001-2008), Director of Research at Palisade Capital Management (1999-2001), Research Analyst and Vice President in Smith Barney's Emerging Growth Stock Research Group (1993-1999) and an Auditor for a number of companies in the financial services industry (1984-1992). |
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| Mngr Name |
Andrew S. Palen |
| Mngr Start Date |
2024-09-30 |
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| Biography |
| Andrew S. Palen
Portfolio Manager
Employed by Royce since 2015
Assistant Portfolio Manager for:
Royce Pennsylvania Mutual Fund
Previously a Senior Analyst at Armistice Capital (2013-2015), a Summer Associate at UBS Global Management (2012), and an Associate at Comvest Partners (2008-2011). |
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| Royce Investment Partners |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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