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Wasatch Heritage Value (WAHVX)

On Feb 10: 8.23 USD  Up 0.06 (0.73%)  
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 WASATCH HERITAGE VALUE FUND Delayed quote dataEdit
Net Asset Value:8.23
Trade Time:Feb 10
Change:Up 0.06 (0.73%)
Prev Close:8.23
YTD Return*:22.44%
Net Assets*:3.69M
Yield*:1.29%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for WAHVX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:N/A
Total Assets:3.69M
Category:Large Blend
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:22.44%
5y Avg Return:N/A
Rank in Category (ytd):1071
% Rank in Category (ytd):52.99%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
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.
Fund Profile


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