Company Overview

Heritage Growth and Income Trust is an open-ended equity mutual fund launched and managed by Heritage Asset Management, Inc. It is co-managed by Thornburg Investment Management, Inc and Eagle Asset Management, Inc. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of mid-cap and large-cap companies. It employs fundamental analysis along with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 index. Heritage Growth and Income Trust was formed in December 15, 1986 and is domic...

Heritage Growth and Income Trust is an open-ended equity mutual fund launched and managed by Heritage Asset Management, Inc. It is co-managed by Thornburg Investment Management, Inc and Eagle Asset Management, Inc. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of mid-cap and large-cap companies. It employs fundamental analysis along with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 index. Heritage Growth and Income Trust was formed in December 15, 1986 and is domiciled in the United States.

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