Heritage Asset Management

(800) 421-4184
(727) 567-8143

Tax Information

Year-end Tax information - 2007

Tax information for prior years:

2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999

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Shareholders should consult their tax advisors as to the state and local tax status of the income received. For additional information, please call Heritage Client Services at (800) 421-4184, ext. 73550.

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For more complete information about any Heritage mutual fund, including the investment objectives, risks, sales charges and expenses, please download or call (800) 421-4184 for a prospectus that contains this and other important information. Please read the prospectus carefully before you invest or send money.

Heritage Fund Distributors, Inc., Member FINRA. Investments are not FDIC-insured nor are they deposits of or guaranteed
by a bank or any other entity. May lose value.