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Wasatch Heritage Growth Fund named to Schwab’s Mutual Fund Onesource Select List for Q4 2011


Wasatch Heritage Growth Fund(WAHGX) has been named to Schwab’s Mutual Fund OneSource Select List for the fourth quarter of 2011 in the Small and Mid-Cap US Stock category. The Select List is a list of no-load funds that have passed a rigorous screening for performance, risk and expenses by the Schwab Center for Investment Research.

Wasatch Heritage Growth Fund is the second Wasatch fund to appear on the Select List, which also includes Wasatch Long/Short Fund (FMLSX).

Schwab produces the Select List quarterly to help investors wade through the vast number of funds available through the Schwab Mutual Fund OneSource service and identify funds that might be appropriate for their portfolios. The Select List is provided for informational purposes and should not be considered an individualised recommendation.

Wasatch Heritage Growth Fund Co-Manager Ryan Snow says: “We are honoured to have Heritage Growth included on this well-regarded Schwab Select List of funds.”

Wasatch Heritage Growth Fund has been co-managed by portfolio managers Ryan Snow and Chris Bowen since the Fund’s inception seven years ago. They look primarily for growing mid- and large-cap companies with market caps between USD2.5 billion and USD15 billion at the time of purchase, focusing on companies they consider to be high-quality, stable, and have the potential to grow steadily for long periods of time.

Co-Manager Chris Bowen says: “Many of the stocks in this Fund are what we consider ‘Wasatch graduates,’ stocks that have moved up the market cap range out of our other Wasatch Funds focused on small or micro-cap stocks. Across our funds, we look for companies with great sustainable business models with above average earnings growth.”


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