Wasatch Heritage Growth Wasatch Funds Inc P.O. Box 2172 Milwaukee, WI 53201-2172 Map
Phone: 800-551-1700
| Category: | Mid-Cap Growth | | Fund Family: | Wasatch | | Net Assets: | 75.53M | | Year-to-Date Return: | 35.28% | | Yield: | 0.19% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jun-04 |
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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 |
| 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
(19-Dec-08):
| 0.02 | | Last Cap Gain
(19-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 132.16% |
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| Expense | WAHGX | Category 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 |
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