Wasatch Heritage Growth Fund

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

Fund Holdings

The fund has an overweight to tech companies.

Asset Allocation

% Long % Net
Cash 7.48 7.48
Stocks 82.34 82.34
Bonds 0.0 0.0
Other 0.01 0.01
Foreign Bonds 0.0 0.0
Foreign Stocks 10.17 10.17
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2013

Top 10 Holdings

Performance as of 04.30.2013

Portfolio as of 03.31.2013

Ticker YTD Return % % Net Assets
Cognizant Technology Solutions Corporation Class A CTSH -14.07 5.11
IHS, Inc. Class A IHS 1.84 4.42
Amphenol Corp APH 16.9 4.01
MSC Industrial Direct Co., Inc. MSM 3.05 3.96
Copart, Inc. CPRT 19.8 3.69
Microchip Technology, Inc. MCHP 11.85 3.35
SEI Investments Company SEIC 20.22 3.12
LKQ Corporation LKQ 12.94 2.84
Tim Hortons, Inc. THI 15.03 2.83
Covance, Inc. CVD 29.53 2.77
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