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    Royce Heritage Invmt (RHFHX)

    15.51 Up 0.08(0.52%) May 1
    Prev Close:15.43
    YTD Return*:1.25%
    Net Assets*:355.24M
    Yield*:0.31%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for RHFHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SMP1.649.50
    CPRT1.592.90
    MAN1.5925.28
    RS1.500.00
    WLK1.4617.59

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:355.24M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:1.25%
    5y Avg Return:9.93%
    Rank in Category (ytd):96
    % Rank in Category (ytd):12.65%
    Beta (3y):1.08
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks long-term growth of capital. Normally, the fund invests at least 65% of its net assets in equity securities. Although the fund normally focuses on the securities of U.S. companies, it may invest up to 35% of its net assets (measured at the time of investment) in foreign securities. View More
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