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Fund Literature

Welcome to Heritagefunds.com Literature Library. The following publications contain information about investing and specifics about the Heritage Family of Funds. Information is updated on a quarterly basis. To view PDF versions of these materials, click below.

Fund Guide (3.28MB PDF) - An overview of each fund's manager, investment process, holdings, performance, etc.

Fund Fact Sheets
• Diversified Growth Fund (PDF)
• Capital Appreciation Trust (PDF)
• Core Equity Fund (PDF)
• Growth and Income Trust (PDF)
• High Yield Bond Fund (PDF)
• International Equity Fund (PDF)
• Mid Cap Stock Fund (PDF)
• Small Cap Fund (PDF)

Insight (manager commentary) - Insight is a quarterly publication that features commentaries from each Heritage fund portfolio manager.

• Capital Appreciation Trust
• Core Equity Fund
• Diversified Growth Fund
• Growth and Income Trust
• International Equity Fund
• Mid Cap Stock Fund
• Small Cap Stock Fund

To receive hard copies of any of the above information, please submit a Literature Request to us.