Heritage Asset Management

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

Prospectuses

Equity Funds

Class A and C Shares (232KB PDF)

Institutional Class – I Shares (173KB PDF)

Retirement Class – R Shares (551KB PDF)

Statement of Additional Information (556KB PDF)

High Yield Bond Fund

Class A and C Shares (144KB PDF)

Statement of Additional Information (556KB PDF)

Money Market Funds

Cash Trust Prospectus (214KB PDF)

Statement of Additional Information (556KB PDF)

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

You will need Adobe Acrobat Reader in order to view the PDF files linked above. If you do not have Acrobat Reader installed on your computer, you may obtain it free of charge at the Adobe Web site. Click here to go to the Adobe Web site (link will open in new window.)

Account Login

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.