Legg Mason Royce US Small Cap Opportunity Fund


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About Legg Mason Royce US Small Cap Opportunity Fund

The Fund seeks to achieve long-term capital appreciation by investing at least 70% of its Total Asset Value in a diversified portfolio of equity securities issued by small and micro-cap U.S. companies (market capitalizations of less than US$2.5 billion). The Sub-Investment Manager attempts to take advantage of what it believes are opportunistic situations for undervalued securities.

5.41%
Legg Mason RY US SmCp Opp A USD Dis(A) 3 year Return
Manager : Legg Mason

Fund Objective

The Fund seeks to achieve long-term capital appreciation by investing at least 70% of its Total Asset Value in a diversified portfolio of equity securities issued by small and micro-cap U.S. companies (market capitalizations of less than US$2.5 billion). The Sub-Investment Manager attempts to take advantage of what it believes are opportunistic situations for undervalued securities.

Fund Manager

Bill Hench

Since: 2006-01-01

Biography:

Fund Manager

Robert Kosowsky

Since: 2018-09-30

Biography:Rob Kosowsky, CFA Portfolio Manager Employed by Royce since 2015 Assistant Portfolio Manager for: Royce Micro-Cap Portfolio Previously an Equity Analyst at Sidoti & Company (2002-2005 and 2009-April 2015) and a Research Analyst at OFI Institutional Asset Management (2008-2009).

Fund Manager

Suzanne Franks

Since: 2018-10-15

Biography:

Quick Stats

City Code (Symbol) N/A Legal Structure Open Ended Investment Company Fund Currency USD
ISIN Code IE0031619046 Fund Size 530.351M Price Date 2019-12-06
Sector US Small-Cap Equity Valor Code 1434720 Pricing Freq -
Bid Price - Mid Price - Offer Price -
Benchmark Russell 2000 Yield - Launch Date 2002-11-08
Domicile Ireland Type Income ISA NO

Purchase & Other Information

Ongoing Charges
Complaint Reporting Fund Status , UCITS IV Compliant,
Dividend Dates -
For Sale In

Holding weightings are currently unavailable

Assets weightings are currently unavailable

Sector weightings are currently unavailable

Dividend Calendar

No dividend date is found

Price: $568.87

52wk high/low: 568.87/435.44

NAV:  568.87
Current Yield:  -
Sector: US Small-Cap Equity

-
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