Royce Heritage Service (RGFAX)
3104 views
Rate Now:
average rating: 0.00 / 0 ratings
DESCRIPTION:
Date updated:01-08-2008
This fund has a Morningstar rating of 4 stars and is run by Charles Royce. Royce serves as president and chief investment officer of Royce & Associates and president of The Royce Funds, a position he has held since 1972. Prior to that, he served as the director of research at Scheinmahn, Hochstin, and Trotta, and as a securities analyst with Blair & Company. He has more than 41 years of investment experience, with 31 years as a small- and micro-cap value portfolio manager. Royce TrustShares Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital. The Fund invests mainly in a limited number of equity securities issued by small- and micro-cap companies which are trading significantly below its estimate of their current worth. The Fund will invest at least 65% of its net assets in equity securities.
Current Returns:
1-Year: 14.27%
3-Year: 16.41%
5-Year: 14.30%
As of 9/30/07
-
AB
Alliancebernstein - $34.75
- +4.04%
- $32.98
No Analysis added
-
RBA
Ritchie Bros Auct - $20.69
- -5.00%
- $21.23
No Analysis added
-
IBKR
Interactive Broke - $21.54
- +0.42%
- $21.13
No Analysis added
-
BRO
Brown & Brown Inc - $20.80
- -3.35%
- $21.14
No Analysis added
-
SEIC
Sei Investments - $19.70
- -7.08%
- $20.53
No Analysis added
-
DBRN
Dress Barn The - $12.67
- -3.13%
- $12.91
No Analysis added
-
TNC
Tennant Co - $29.82
- -0.63%
- $29.73
No Analysis added
-
PRGO
Perrigo Company - $35.00
- -6.09%
- $36.95
No Analysis added
- Top Professional Portfolios
- 1. The Children's Investm...
- 2. Navellier & Associ...
- 3. T. Rowe Price New Era ...
- 4. Neuberger Berman Genes...
- 5. Joel Greenblatt
- show all
- Top Do-It-Yourself Portfolios
- » Blank
- » Drew's List
- » Robin Retirement
- » The Eagle's Nest
- » beech hill
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » 10 Short Squeezes
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- show all
A Golden Buying Opportunity
It might be impossible to catch a falling knife, but given a company’s fundamentals, it can be possible to see when current market sentiment regarding a company’s futur...
10.06.08 | 23:45 PM
Ride Out This Market With Divide...
Standard & Poor's just announced that 138 stocks cut their dividends during the third quarter of 2008, which is a huge 557% increase over the 21 companies that decreased th...
10.06.08 | 17:30 PM
Stocks Going Ex-Dividend in Late...
During a bull stock market, some investors use a trading technique called "buying dividends," which is the technique of buying stocks before the ex-dividend date and sellin...
10.06.08 | 17:21 PM
Lessons Learned From a Failed In...
more articles
By Guest Columnist Chris Fernandez of PeakStocks.com It’s been about two months now since I advocated selling your full position, if you had one, in SoundBite Communi...
10.06.08 | 16:35 PM
General market Technical Analysi...
11.14.07 | 22:55 PM From author
ZackAttack
20 Times Earnings, What?!?!
10.06.08 | 20:45 PM From author
youngmoney
Kabirms Korner
04.22.08 | 23:15 PM From author
kabirm
The Four Filters Invention of Wa...
more forums
07.03.08 | 09:09 AM From author
budlab
Q.
jim
I think there should be a...
10.07.08 | 16:48 PM Asked by
ecirpm
Q.
whoa Dow can't seem to make its ...
06.30.08 | 15:28 PM Asked by
Xaviar
A. small trading before thrusday
today 's lists
Mid-Cap Value Plays
This is a screen of mid cap stocks, i.e. with market capitalizations between $1 billion and $5 billion that also have a P/E less than or equal to 10 and a quick ratio of gr... more
TSC Ratings' Downgrades
These stocks were downgraded at TheStreet.com Ratings on October 3.Click here for more information about the ratings' changes.... more
TheStreet.com TV Videos - Sept. 26
These are some of the stocks mentioned today on TheStreet.com TV. Click the URL below each stock to watch the video. . more
Comments not available