Wasatch Heritage Growth
PO Box 2172 Milwaukee, WI 53201-2172
Map
Phone: 800-551-1700
| Category: | Mid-Cap Growth | | Fund Family: | Wasatch | | Net Assets: | 74.58M | | Year-to-Date Return: | -31.74% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jun-04 |
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Christopher D. Bowen
Lead Manager since
18-Jun-04 | | | Prior to joining Wasatch Advisors in 2001, Bowen worked as an analyst with the Financial Institutions Regulatory Group of the law firm Skadden, Arps, Slate, Meagher & Flom LLP. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth. Income is a secondary consideration. The fund primarily invests in the equity securities of growing companies with market capitalizations over $3 billion. It may invest up to 20% of assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. |
| Last Dividend
(28-Dec-06):
| 0.00 | | Last Cap Gain
(28-Dec-07):
| 1.06 | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 118.51% |
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| Expense | WAHGX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$303 | $697 | | 5 Yr Expense Projection*: |
$526 | $1,075 | | 10 Yr Expense Projection*: |
$1,167 | $2,114 |
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0.31% Nasdaq 0.00%
0.03 (0.43%) 
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