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 2.67 -4.47 0.45 27
1-Month 3.20 1.13 -3.01 98
3-Month 2.23 -3.01 0.50 24
6-Month 2.67 -4.47 0.45 27
1-Year 17.99 -6.62 -6.74 83
3-Year (Annualized) 8.15 -8.44 -6.34 95
5-Year (Annualized) 16.42 -2.42 -4.08 94
10-Year (Annualized) 9.06 1.27 0.02 42