Legg Mason Royce US Small Cap Opportunity Fund Class X GBP Accumulating

Legg Mason Royce US Small Cap Opportunity Fund Class X GBP Accumulating
Legg Mason Investments (Ireland) Limited
Open Ended Investment Company
North American Smaller Companies
1.19 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
Russell 2000 TR USD
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.
Holding %
Western Asset $ Liquidity WA USD Acc NAV 2.48 %
Alpha & Omega Semiconductor Ltd 1.21 %
MACOM Technology Solutions Holdings Inc 1.08 %
Northwest Pipe Co 1.02 %
Herc Holdings Inc 1.01 %
Air Lease Corp Class A 1.00 %
Hilltop Holdings Inc 0.96 %
Comtech Telecommunications Corp 0.96 %
Beazer Homes USA Inc 0.96 %
Generac Holdings Inc 0.90 %
Region %
United States 95.37 %
Sector %
Technology 24.94 %
Industrials 23.39 %
Consumer Cyclical 14.16 %
Basic materials 10.41 %
Financial Services 10.34 %
Healthcare 9.81 %
Legg Mason Investments (Ireland) Limited
Dublin, Ireland
Legal Structure
Open Ended Investment Company


Suzanne Franks
Joined 10/15/2018
Robert Kosowsky
Joined 09/30/2018

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).

Bill Hench
Joined 01/01/2006

Data provided by Morningstar.

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