Wasatch Heritage Growth Fund® (WAHGX)  Invest in this Fund 

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The Heritage Growth Fund is a mid cap growth portfolio aiming to provide long-term growth of capital.

About This Fund

Status:No longer accepting purchases pending liquidation of the Fund on or about April 30, 2015. Purchases for certain employer sponsored retirement plans can continue through March 31, 2015.
Current Share Price (NAV):$6.40 as of 04/24/15
0.00% (Daily % Change)
Inception:6/18/04
Net Assets:$66.4 (million) as of 04/24/15
Expense Ratio:Gross 0.95% / Net 0.95%
The Advisor has contractually agreed
to limit expenses to 0.95% through
at least 1/31/2016.
Sales Charge:None—this is a no-load fund
Investment Minimum:$2,000

Average Annual Total Returns

as of 03/31/15
1Yr5Yr10YrSince
Inception
Heritage Growth Fund9.33%13.53%7.77%7.94%
Russell Midcap® Growth Index15.56%16.43%10.19%10.33%
S&P 500 Index12.73%14.47%8.01%7.97%

Growth of a Hypothetical $10,000 Investment

Heritage Growth Fund $21,141.00
Russell Midcap® Growth Index $26,378.00
3/31/2005 to 3/31/2015

The graph above does not reflect the deduction of fees, sales charges, or taxes that you would pay on fund distributions or the redemption of fund shares. Wasatch does not charge any sales fees.

Data shows past performance, which is not indicative of future performance. Current performance may be lower or higher than the data quoted. To obtain the most recent month-end performance data available, please click on the “Performance” tab of the individual fund under the “Our Funds” section. The Advisor may absorb certain Fund expenses, without which total return would have been lower. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost.

Wasatch Funds will deduct a 2.00% redemption proceeds fee on Fund shares held 60 days or less. Performance data does not reflect the deduction of fees, including sales charges, or the taxes you would pay on fund distributions or the redemption of fund shares. Fees and taxes, if reflected, would reduce the performance quoted. Wasatch does not charge any sales fees. For more complete information including charges, risks and expenses, read the prospectus carefully.

Wasatch Funds are subject to risks, including loss of principal.

Investing in mid cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.

The Russell Midcap Growth Index measures the performance of those Russell Midcap Index companies with higher price-to-book ratios and higher forecasted growth values. The stocks are also members of the Russell 1000 Growth Index.  The S&P 500 Index represents 500 of the United States’ largest stocks from a broad variety of industries. The Index is unmanaged, and a common measure of common stock total return performance. 

You cannot invest directly in indexes.