美盛銳思美國小型公司機會基金A類股美元累積型

294.43美元2.55(0.87%)
2023/02/07更新
績效 / 
1月17.07%
3月20.03%
1年3.06%
晨星評等

基本資料

基金公司/總代理人
富蘭克林證券投資顧問股份有限公司
註冊地
愛爾蘭
計價幣別
美元
基金組別
美國小型股票
基金家族
Franklin Templeton International Services S.à r.l.
公開說明書基準指數
-
晨星組別基準指數
Russell 2000 TR USD
基金規模
758.11百萬截至 2023-02-06
年初至今報酬率
17.07%
殖利率
0.00
晨星評等
成立日期
2007-05-09

投資策略

此基金目標為得到長期的資金回報。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Venkatraman Kavitha
  • 資歷 1年(2021-10-01 至今)
  • Worked most recently at Alpine Peaks Capital (2020-October 2021). Prior to that, Ms. Venkatraman worked as an equity analyst for the previous ten years at Pzena Investment Management, Steinberg Asset Management, and Blackrock.
  • Harvey James
  • 資歷 2年(2021-04-20 至今)
  • James J. Harvey, CFA, is a Portfolio Manager, Principal for Royce Investment Partners. Mr. Harvey manages portfolios in the firm's Small-Cap Opportunistic Value strategy, including Royce Opportunity Fund, an open-end mutual fund. He has 30 years of investment industry experience.
    
    Mr. Harvey joined Royce Investment Partners in 1998 as an Analyst. He holds a bachelor's degree from the State University of New York at Albany and a Master of Business Administration from New York University. He is a Chartered Financial Analyst (CFA). Royce Investment Partners is a small-cap equity specialist offering portfolios with distinctive investment approaches to address specific investment goals. The firm has been managing U.S., global, and international small-cap strategies for more than 45 years.
  • Stoeffel James
  • 資歷 2年(2021-04-20 至今)
  • 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).

基金費用

最低認購金額
1,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
1.50%
最高管理費
1.50%
遞延費
-
最高遞延費
0.00%

聯絡資訊

基金投資顧問
富蘭克林證券投資顧問股份有限公司
聯絡電話
(02)2781-0088
基金顧問地址
台北市忠孝東路四段87號8樓
基金顧問網址
www.franklin.com.tw