Heritage Fund Mutual Fund Money Managers

ATHWX Fund  USD 15.47  0.16  1.02%   
Break down of Heritage Fund's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Heritage Fund's future under-performance.
  
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Symbol  ATHWX
Name  Heritage Fund R
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Heritage Fund R Leadership is currently not available.

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Some institutional investors establish a significant position in mutual funds such as Heritage Fund in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Heritage Fund, and when they decide to sell, the mutual fund will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Heritage Fund Net Asset Comparison

Heritage Fund R is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 10.74 Billion. Heritage Fund totals roughly 5.04 Billion in net asset claiming about 47% of funds under Mid-Cap Growth category.

Heritage Fund R Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Heritage Fund R Price Series Summation is a cross summation of Heritage Fund price series and its benchmark/peer.
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About Heritage Fund Management Performance

The success or failure of an entity such as Heritage Fund R often depends on how effective the management is. Heritage Fund management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Heritage management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Heritage management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests in stocks of medium-sized companies that the adviser believes will increase in value over time, using an investment strategy developed by the funds investment advisor. In implementing this strategy, the portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. Management of the fund is based on the belief that durable franchises in a growing industry can sustain above average earnings growth.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Heritage Fund R Annual Yield

In accordance with the recently published financial statements, Heritage Fund R has an Annual Yield of 0.0%. This is 100.0% lower than that of the American Century Investments family and about the same as Mid-Cap Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.

Other Information on Investing in Heritage Mutual Fund

Heritage Fund financial ratios help investors to determine whether Heritage Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Heritage with respect to the benefits of owning Heritage Fund security.
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