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

Legg Mason Royce US Small Cap Opportunity Fund Class X GBP Distributing (A)
Legg Mason Investments (Ireland) Limited
Open Ended Investment Company
North American Smaller Companies
1.2 %
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 3.01 %
II-VI Inc 1.20 %
MACOM Technology Solutions Holdings Inc 1.12 %
Air Lease Corp Class A 1.09 %
Alpha & Omega Semiconductor Ltd 1.06 %
Owens & Minor Inc 1.01 %
Avaya Holdings Corp 0.99 %
Ameresco Inc Class A 0.98 %
Emergent BioSolutions Inc 0.95 %
Advanced Energy Industries Inc 0.93 %
Region %
United States 95.96 %
Sector %
Industrials 23.51 %
Technology 21.24 %
Healthcare 14.66 %
Consumer Cyclical 14.19 %
Financial Services 8.97 %
Basic materials 7.19 %
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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