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 2.47 -4.67 0.25 30
1-Month 3.21 1.14 -3.00 98
3-Month 2.14 -3.09 0.42 25
6-Month 2.47 -4.67 0.25 30
1-Year 17.35 -7.25 -7.37 88
3-Year (Annualized) 7.56 -9.02 -6.93 95
5-Year (Annualized) 15.79 -3.04 -4.70 97
10-Year (Annualized) 8.32 0.54 -0.72 66