Royce Heritage Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 1 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 2.82 -4.32 0.60 24
1-Month 3.26 1.20 -2.94 98
3-Month 2.30 -2.94 0.57 23
6-Month 2.82 -4.32 0.60 24
1-Year 18.27 -6.33 -6.45 81
3-Year (Annualized) 8.39 -8.20 -6.10 94
5-Year (Annualized) 16.70 -2.14 -3.80 93
10-Year (Annualized) 9.31 1.53 0.27 35