American Heritage
370 Lexington Ave 27th Floor New York NY 10022
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Phone: 800-453-6556
| Category: | World Stock | | Fund Family: | American Heritage | | Net Assets: | 270.00K | | Year-to-Date Return: | -29.58% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-52 |
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Heiko H. Thieme
Lead Manager since
01-Feb-90 | | | Thieme is chief executive officer with Thieme Associates as well as chief executive officer of American Heritage Management Corporation. He has also served as a consultant to Deutsche Bank since 1989. Previously, he worked as a senior executive with Wood & McKenzie, as a vice president of marketing with White Weld, and as an executive vice president with Deutsche Bank Capital Corporation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks maximum capital growth with and incidental consideration of income. The fund invests a majority of assets in speculative equity investments in small and virtually unknown companies, including companies that have never earned a profit. It intends to identify companies which promise a price appreciation in the following 12 months of at least 20%. The fund may also engage in speculative activities such as short-term trading, leveraging through borrowing. It is non-diversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| .00% | | Average for Category:
| 61.53% |
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| Expense | AHERX | Category
Avg | | Total Expense Ratio: | 14.15%
| 1.56% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$3,691 | $695 | | 5 Yr Expense Projection*: |
$5,624 | $1,090 | | 10 Yr Expense Projection*: |
$9,104 | $2,150 |
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1.49% Nasdaq 
0.27%
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