Royce Heritage Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E+ (Sell)

Fund Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - S&P 500 TR USD + / - Russell 2000 Growth TR USD % Rank
Year-to-date 3.08 -4.06 0.86 21
1-Month 3.33 1.27 -2.87 98
3-Month 2.45 -2.79 0.72 21
6-Month 3.08 -4.06 0.86 21
1-Year 18.85 -5.76 -5.88 77
3-Year (Annualized) 8.90 -7.69 -5.59 93
5-Year (Annualized) 17.18 -1.66 -3.32 91
10-Year (Annualized) 9.60 1.82 0.56 24