Legg Mason Royce US Small Cap Opportunity Fund Class A US$ Distributing (A)

Register to Unlock Ratings
Management
Name of CompanyFranklin Templeton International Services S.à r.l.
Phone+352 46 66 67 212
Websitewww.franklintempleton.lu
Address8A, rue Albert Borschette
 Luxembourg   L-1246
 Luxembourg
Other Share Classes
Legg Mason Royce US Small Cap Opportunity Fund Class A AUD Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Class A CNH Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Class A Euro Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class A Euro Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Class A Euro Distributing (A) (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Class A GBP Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Class A GBP Distributing (A)
Legg Mason Royce US Small Cap Opportunity Fund Class A SEK Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Class A SGD Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class A SGD Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Class A US$ Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class B US$ Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class B US$ Distributing (A)
Legg Mason Royce US Small Cap Opportunity Fund Class C US$ Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class C US$ Distributing (A)
Legg Mason Royce US Small Cap Opportunity Fund Class E Euro Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class E Euro Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Class E US$ Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class E US$ Distributing (A)
Legg Mason Royce US Small Cap Opportunity Fund Class F US$ Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class F US$ Distributing (A)
Legg Mason Royce US Small Cap Opportunity Fund Class R Euro Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class R US$ Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class X Euro Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class X Euro Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Class X GBP Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class X GBP Distributing (A)
Legg Mason Royce US Small Cap Opportunity Fund Class X US$ Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Class X US$ Distributing (A)
Legg Mason Royce US Small Cap Opportunity Fund Premier Class BRL Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Premier Class CHF Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Premier Class Euro Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Premier Class Euro Accumulating (Hedged)
Legg Mason Royce US Small Cap Opportunity Fund Premier Class GBP Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Premier Class PLN Accumulating
Legg Mason Royce US Small Cap Opportunity Fund Premier Class US$ Accumulating
DomicileIreland
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date08/11/2002
Fund Advisor(s)
Royce & Associates, LP
Fund ManagerJames Harvey
Manager Start Date20/04/2021
 
Biography
Harvey, portfolio manager and assistant portfolio manager, has been employed by Royce since 1999 as an analyst.
Fund ManagerJames Stoeffel
Manager Start Date20/04/2021
Career Start Year1984
Education
Washington and Lee University, B.A.
New York University, M.B.A.
 
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).
Fund ManagerBoniface Zaino
Manager Start Date20/04/2021
Education
Fordham University, B.A.
Columbia University, M.B.A.
 
Biography
Mr. Zaino is a managing director and senior portfolio manager of Royce & Associates, LLC. Prior to joining Royce in 1998, he was employed by Trust Company of the West (TCW), where he was the group managing director of the TCW Value Added Funds.
Fund ManagerBrendan Hartman
Manager Start Date20/04/2021
Education
New York University, M.B.A.
Lehigh University, B.A.
 
Biography
Brendan Hartman 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 Stoeffel (2008-2009), a Portfolio Manager at CRM (2003-2008), an Analyst at CRM (2001-2003), a Senior Research Analyst at Donaldson, Lufkin & Jenrette (1997-2001) and a Research Analyst at Salomon Brothers (1996-1997).
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)