Wasatch Heritage Value
Wasatch Funds Inc P.O. Box 2172 Milwaukee, WI 53201-2172
Map
Phone: 800-551-1700
| Category: | Large Blend | | Fund Family: | Wasatch | | Net Assets: | 3.69M | | Year-to-Date Return: | 22.44% | | Yield: | 1.29% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Aug-07 |
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Brian A. Bythrow
Lead Manager since
30-Aug-07 | | | Bythrow is a portfolio manager for Wasatch, his employer since 2003. From 1998 to 2003, Bythrow worked in Indiana as a portfolio manager for the Monogram Special Equity Fund. Earlier, he was an Equity Analyst with Parkstone Funds and a Credit Analyst with Shoreline Bank, both in Michigan. |
| 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 growth of capital. Income is a secondary consideration, but only when consistent with long-term growth of capital. The fund invests primarily in mid- and large-cap companies. It normally invests in the equity securities of companies with market capitalizations over $3 billion. The fund may invest up to 30% of assets in securities issued by foreign companies in developed or emerging markets. It may also invest in early stage companies. The fund is nondiversified. |
| Last Dividend
(19-Dec-08):
| 0.10 | | Last Cap Gain
(28-Dec-07):
| 0.04 | | Annual Holdings Turnover
| 246.00% | | Average for Category:
| 78.74% |
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| Expense | WAHVX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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