Wasatch Heritage Growth Fund

Class No Load (WAHGX)
Scorecard
3 / 5 Stars
Lipper
2 2 4 5 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

Fund Fees

Updated 06.04.2014

Maximum Sales Fees %
Initial
Deferred

Updated 06.04.2014

Maximum Fees %
Administrative
Management 0.7
Redemption 2.0

Updated 06.04.2014

Actual Fees %
12b-1
Management 0.7
Net Expense Ratio: Annual Report 0.95
Net Expense Ratio: Prospectus 0.95

Updated 07.03.2014

Total Cost Projections
3-Year $307.00
5-Year $539.00
10-Year $1,205.00

Purchase Information

Updated 06.04.2014

Minimum Investments
Initial $2,000.00
Additional $100.00
Initial IRA $2,000.00
Additional IRA $100.00
Initial AIP $1,000.00
Additional AIP $50.00