Heritage Financial Corp. | Mutual Funds
Mutual Funds that own Heritage Financial Corp.
iShares Core S&P Small Cap ETF
1,578,997
4.28%
447
0.12%
09/06/2018
T Rowe Price Small Cap Value Fund
1,108,634
3.01%
-1,026
0.37%
06/30/2018
T Rowe Price Small Cap Stock Fund
963,100
2.61%
-5,800
0.33%
06/30/2018
Vanguard Total Stock Market Index Fund
840,946
2.27%
0
0%
07/31/2018
iShares Russell 2000 ETF
705,225
1.91%
-378
0.05%
09/06/2018
Goldman Sachs Small Cap Value Fund
618,851
1.68%
3,373
0.32%
06/30/2018
Ivy Small Cap Growth Fund
444,308
1.21%
25,600
0.61%
06/30/2018
T Rowe Price Institutional Small Cap Stock Fund
443,700
1.2%
7,000
0.32%
06/30/2018
Heartland Value Fund
400,000
1.09%
0
1.7%
12/31/2017
Vanguard Extended Market Index Fund
385,040
1.04%
1,800
0.02%
07/31/2018
| Address |
201 5th Avenue SW
Olympia Washington 98501
United States
|
|
Employees
|
- |
| Website |
http://www.hf-wa.com |
| Updated |
07/08/2019 |
| Heritage Financial Corp. is bank holding company, which engages in the business of planning, directing, and coordinating the business activities of wholly owned subsidiary Heritage Bank. It includes commercial lending and deposit relationships with small businesses and their owners in market areas, and attracting deposits from the general public. It also offers real estate construction and land development loans, and consumer loans. |
