Royce Heritage Service (RGFAX)
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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

symbol name last price % change open
  • +
  • AB
    Alliancebernstein
  • $26.35
  • +0.19%
  • $26.17

No Analysis added

People owning AB also tend to own: DRIVWFRBADIODAKAMBBDCERN

TheStreet.com Rating: C- What is this?

  • +
  • RBA
    Ritchie Bros Auct
  • $24.46
  • +1.20%
  • $23.92

No Analysis added

People owning RBA also tend to own: GMGOOGALANAUYHALKGBEAV

TheStreet.com Rating: B What is this?

  • +
  • IBKR
    Interactive Broke
  • $17.06
  • -0.06%
  • $16.95

No Analysis added

People owning IBKR also tend to own: AAPLEMCGLDGSKFTLVLTMO

TheStreet.com Rating: C- What is this?

  • +
  • BRO
    Brown & Brown Inc
  • $18.43
  • +0.27%
  • $18.22

No Analysis added

People owning BRO also tend to own: AKAMCOGTCOHCPRTCTSHDNADRIV

TheStreet.com Rating: C+ What is this?

  • +
  • SEIC
    Sei Investments C
  • $18.05
  • -0.03%
  • $17.89

No Analysis added

People owning SEIC also tend to own: ABAGOAMGFBRFIFGFIIGBL

TheStreet.com Rating: C+ What is this?

  • +
  • DBRN
    The Dress Barn
  • $18.32
  • +1.50%
  • $17.96

No Analysis added

People owning DBRN also tend to own: AAVAEROALLAOSASHBACBER

TheStreet.com Rating: B- What is this?

  • +
  • TNC
    Tennant Co
  • $29.15
  • +2.50%
  • $28.47

No Analysis added

People owning TNC also tend to own: ABACTGBRODIODDLBEXARFCGI

TheStreet.com Rating: C- What is this?

  • +
  • PRGO
    Perrigo Company
  • $39.18
  • +1.14%
  • $38.60

No Analysis added

People owning PRGO also tend to own: OMNITSCMABMDCBMCLRTEXMILA

TheStreet.com Rating: B+ What is this?

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A. geez RB, i think we need to shut up
about taxes....if ya'll are wondering
why we have a deficit, go check out that
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