Chuck Royce founded Royce & Associates in 1972. The fund employs a value-based approach to invest in companies with small market capitalizations. According to Royce, the core business of his company is small-cap value investment. Chuck Royce looks for small-cap companies that are underpriced relative to its enterprise value. Most stocks in Royce & Associates’ portfolio have market caps of lower than $5 billion.
| Fund Name: | Royce & Associates |
| Manager | Chuck Royce |
| Portfolio Value | $32,623,288,000 |
| Change This QTR | +1.00% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | RS | 5,955,372 | $423,844 |  |
1.29% | |
| 2.) | LECO | 7,612,639 | $412,453 | |
1.26% | |
| 3.) | NUS | 8,320,987 | $367,788 | |
1.12% | |
| 4.) | BKE | 7,498,970 | $349,827 | |
1.07% | |
| 5.) | FII | 14,637,712 | $346,475 | |
1.06% | |
| 6.) | UNT | 6,987,613 | $318,286 | |
0.97% | |
| 7.) | TER | 18,930,002 | $307,045 | |
0.94% | |
| 8.) | WLK | 3,313,606 | $309,822 | |
0.94% | |
| 9.) | THO | 7,225,882 | $265,840 | |
0.81% | |
| 10.) | MYGN | 10,500,002 | $266,700 | |
0.81% |
Insider Monkey beat the market by 20 percentage points in 6 months - Learn how!
