Heritage Mid Cap Stock Fund

Heritage Mid Cap Stock Fund

US > Mid-Cap > Core


Apr 01, 2003
Fund Profile
  • 52 Week HL
    0 - $0
  • Net Assets
    $260.88 M
  • Expense Ratio
    1.25%
  • Inception Date
    Aug 31, 2012

Annual Return

20262025202420232022202120202019201820172016

in percentage

Data Sources Disclaimer

Todd L. McCallister

Portfolio Manager

More Information

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The history of the fund actually starts before it was established. The team came together at the end of 2003. Using the same strategy we employ today, we primarily managed institutional international and global equity portfolios.

The history of the fund actually starts before it was established. The team came together at the end of 2003. Using the same strategy we employ today, we primarily managed institutional international and global equity portfolios.