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Thursday, December 17, 2009, 12:24PM ET - U.S. Markets close in 3 hours and 36 minutes. Dow Down 0.97% Nasdaq Down 1.03%
Wasatch Heritage Growth (WAHGX)On Dec 16: 9.63  Up 0.02 (0.21%)  
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Profile  As of 30-Nov-09Get Profile for:
Wasatch Heritage Growth
Wasatch Funds Inc P.O. Box 2172 Milwaukee, WI 53201-2172
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Phone: 800-551-1700
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FUND OVERVIEW 
Category:Mid-Cap Growth
Fund Family:Wasatch
Net Assets:75.53M
Year-to-Date Return:35.28%
Yield:0.19%
Morningstar Rating:3 stars
Fund Inception Date:18-Jun-04
MORNINGSTAR STYLE BOX 
Mid-Cap Growth
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Christopher D. Bowen
Lead Manager since 18-Jun-04
Mr. Bowen is a Portfolio Manager for the Wasatch Heritage Growth Fund. He joined Wasatch in 2001. He has worked as an associate in the Equity Research Division of Salomon Smith Barney in New York and in Washington, D.C. as an analyst with the Financial Institutions Regulatory Group of the law firm Skadden, Arps, Slate, Meagher & Flom, LLP. Mr. Bowen earned a Master of Business Administration from the University of Maryland. He graduated Summa Cum Laude with a Bachelor of Arts in Economics from St. M
INVESTMENT INFORMATION 
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
WAHGX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend (19-Dec-08): 0.02
Last Cap Gain (19-Dec-08): 0.02
Annual Holdings Turnover 33.00%
Average for Category: 132.16%
FEES & EXPENSES 
ExpenseWAHGXCategory
Avg
Total Expense Ratio:% 1.46%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.39%
Max Deferred Sales Load:% 2.68%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$707
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,038
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,057
* Per $10,000 invested


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