HERITAGE CAPITAL APPRECIATION TRUST
NSAR-A, 2000-04-27
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000 A000000 02/29/2000
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020 A000009 MERRILL LYNCH
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020 A000010 LEHMAN BROTHERS, INC.
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020 C000010      9
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022 A000001 STATE STREET BANK & TRUST
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SIGNATURE   STEPHEN G. HILL
TITLE       PRESIDENT

<TABLE> <S> <C>


<ARTICLE>                     6
<CIK>                         0000771809
<NAME>                        HERITAGE CAPITAL APPRECIATION TRUST
<SERIES>
   <NUMBER>                   001
   <NAME>                     Class A

<S>                             <C>
<PERIOD-TYPE>                   6-MOS
<FISCAL-YEAR-END>                              AUG-31-1999
<PERIOD-START>                                 AUG-31-1999
<PERIOD-END>                                   FEB-29-2000
<INVESTMENTS-AT-COST>                          216,683,882
<INVESTMENTS-AT-VALUE>                         311,129,693
<RECEIVABLES>                                  2,111,990
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<PAYABLE-FOR-SECURITIES>                       2,471,618
<SENIOR-LONG-TERM-DEBT>                        0
<OTHER-ITEMS-LIABILITIES>                      1,265,792
<TOTAL-LIABILITIES>                            3,737,410
<SENIOR-EQUITY>                                0
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<SHARES-COMMON-STOCK>                          10,500,887
<SHARES-COMMON-PRIOR>                          8,316,570
<ACCUMULATED-NII-CURRENT>                      (971,146)
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<ACCUMULATED-NET-GAINS>                        22,947,036
<OVERDISTRIBUTION-GAINS>                       0
<ACCUM-APPREC-OR-DEPREC>                       94,445,811
<NET-ASSETS>                                   318,228,581
<DIVIDEND-INCOME>                              647,236
<INTEREST-INCOME>                              337,312
<OTHER-INCOME>                                 0
<EXPENSES-NET>                                 1,955,694
<NET-INVESTMENT-INCOME>                        (971,146)
<REALIZED-GAINS-CURRENT>                       24,078,123
<APPREC-INCREASE-CURRENT>                      28,403,151
<NET-CHANGE-FROM-OPS>                          51,510,128
<EQUALIZATION>                                 0
<DISTRIBUTIONS-OF-INCOME>                      0
<DISTRIBUTIONS-OF-GAINS>                       23,163,592
<DISTRIBUTIONS-OTHER>                          0
<NUMBER-OF-SHARES-SOLD>                        2,089,209
<NUMBER-OF-SHARES-REDEEMED>                    648,588
<SHARES-REINVESTED>                            743,696
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<ACCUMULATED-NII-PRIOR>                        0
<ACCUMULATED-GAINS-PRIOR>                      22,032,503
<OVERDISTRIB-NII-PRIOR>                        0
<OVERDIST-NET-GAINS-PRIOR>                     0
<GROSS-ADVISORY-FEES>                          1,030,145
<INTEREST-EXPENSE>                             0
<GROSS-EXPENSE>                                1,251,354
<AVERAGE-NET-ASSETS>                           201,614,546
<PER-SHARE-NAV-BEGIN>                          27.18
<PER-SHARE-NII>                                (0.07)
<PER-SHARE-GAIN-APPREC>                        6.14
<PER-SHARE-DIVIDEND>                           0
<PER-SHARE-DISTRIBUTIONS>                      2.62
<RETURNS-OF-CAPITAL>                           0
<PER-SHARE-NAV-END>                            30.63
<EXPENSE-RATIO>                                1.25


</TABLE>

<TABLE> <S> <C>


<ARTICLE>                     6
<CIK>                         0000771809
<NAME>                        HERITAGE CAPITAL APPRECIATION TRUST
<SERIES>
   <NUMBER>                   002
   <NAME>                     Class B

<S>                             <C>
<PERIOD-TYPE>                   6-MOS
<FISCAL-YEAR-END>                              AUG-31-1999
<PERIOD-START>                                 AUG-31-1999
<PERIOD-END>                                   FEB-29-2000
<INVESTMENTS-AT-COST>                          216,683,882
<INVESTMENTS-AT-VALUE>                         311,129,693
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<SENIOR-LONG-TERM-DEBT>                        0
<OTHER-ITEMS-LIABILITIES>                      1,265,792
<TOTAL-LIABILITIES>                            3,737,410
<SENIOR-EQUITY>                                0
<PAID-IN-CAPITAL-COMMON>                       201,806,880
<SHARES-COMMON-STOCK>                          10,500,887
<SHARES-COMMON-PRIOR>                          8,316,570
<ACCUMULATED-NII-CURRENT>                      (971,146)
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<ACCUMULATED-NET-GAINS>                        22,947,036
<OVERDISTRIBUTION-GAINS>                       0
<ACCUM-APPREC-OR-DEPREC>                       94,445,811
<NET-ASSETS>                                   318,228,581
<DIVIDEND-INCOME>                              647,236
<INTEREST-INCOME>                              337,312
<OTHER-INCOME>                                 0
<EXPENSES-NET>                                 1,955,694
<NET-INVESTMENT-INCOME>                        (971,146)
<REALIZED-GAINS-CURRENT>                       24,078,123
<APPREC-INCREASE-CURRENT>                      28,403,151
<NET-CHANGE-FROM-OPS>                          51,510,128
<EQUALIZATION>                                 0
<DISTRIBUTIONS-OF-INCOME>                      0
<DISTRIBUTIONS-OF-GAINS>                       23,163,592
<DISTRIBUTIONS-OTHER>                          0
<NUMBER-OF-SHARES-SOLD>                        2,089,209
<NUMBER-OF-SHARES-REDEEMED>                    648,588
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<ACCUMULATED-NII-PRIOR>                        0
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<OVERDISTRIB-NII-PRIOR>                        0
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<GROSS-ADVISORY-FEES>                          1,030,145
<INTEREST-EXPENSE>                             0
<GROSS-EXPENSE>                                253,502
<AVERAGE-NET-ASSETS>                           26,842,842
<PER-SHARE-NAV-BEGIN>                          26.40
<PER-SHARE-NII>                                (0.14)
<PER-SHARE-GAIN-APPREC>                        5.94
<PER-SHARE-DIVIDEND>                           0
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<RETURNS-OF-CAPITAL>                           0
<PER-SHARE-NAV-END>                            29.58
<EXPENSE-RATIO>                                1.9


</TABLE>

<TABLE> <S> <C>


<ARTICLE>                     6
<CIK>                         0000771809
<NAME>                        HERITAGE CAPITAL APPRECIATION TRUST
<SERIES>
   <NUMBER>                   003
   <NAME>                     Class C

<S>                             <C>
<PERIOD-TYPE>                   6-MOS
<FISCAL-YEAR-END>                              AUG-31-1999
<PERIOD-START>                                 AUG-31-1999
<PERIOD-END>                                   FEB-29-2000
<INVESTMENTS-AT-COST>                          216,683,882
<INVESTMENTS-AT-VALUE>                         311,129,693
<RECEIVABLES>                                  2,111,990
<ASSETS-OTHER>                                 8,724,308
<OTHER-ITEMS-ASSETS>                           0
<TOTAL-ASSETS>                                 321,965,991
<PAYABLE-FOR-SECURITIES>                       2,471,618
<SENIOR-LONG-TERM-DEBT>                        0
<OTHER-ITEMS-LIABILITIES>                      1,265,792
<TOTAL-LIABILITIES>                            3,737,410
<SENIOR-EQUITY>                                0
<PAID-IN-CAPITAL-COMMON>                       201,806,880
<SHARES-COMMON-STOCK>                          10,500,887
<SHARES-COMMON-PRIOR>                          8,316,570
<ACCUMULATED-NII-CURRENT>                      (971,146)
<OVERDISTRIBUTION-NII>                         0
<ACCUMULATED-NET-GAINS>                        22,947,036
<OVERDISTRIBUTION-GAINS>                       0
<ACCUM-APPREC-OR-DEPREC>                       94,445,811
<NET-ASSETS>                                   318,228,581
<DIVIDEND-INCOME>                              647,236
<INTEREST-INCOME>                              337,312
<OTHER-INCOME>                                 0
<EXPENSES-NET>                                 1,955,694
<NET-INVESTMENT-INCOME>                        (971,146)
<REALIZED-GAINS-CURRENT>                       24,078,123
<APPREC-INCREASE-CURRENT>                      28,403,151
<NET-CHANGE-FROM-OPS>                          51,510,128
<EQUALIZATION>                                 0
<DISTRIBUTIONS-OF-INCOME>                      0
<DISTRIBUTIONS-OF-GAINS>                       23,163,592
<DISTRIBUTIONS-OTHER>                          0
<NUMBER-OF-SHARES-SOLD>                        2,089,209
<NUMBER-OF-SHARES-REDEEMED>                    648,588
<SHARES-REINVESTED>                            743,696
<NET-CHANGE-IN-ASSETS>                         93,855,590
<ACCUMULATED-NII-PRIOR>                        0
<ACCUMULATED-GAINS-PRIOR>                      22,032,503
<OVERDISTRIB-NII-PRIOR>                        0
<OVERDIST-NET-GAINS-PRIOR>                     0
<GROSS-ADVISORY-FEES>                          1,030,145
<INTEREST-EXPENSE>                             0
<GROSS-EXPENSE>                                450,838
<AVERAGE-NET-ASSETS>                           47,757,430
<PER-SHARE-NAV-BEGIN>                          26.39
<PER-SHARE-NII>                                (0.13)
<PER-SHARE-GAIN-APPREC>                        5.92
<PER-SHARE-DIVIDEND>                           0
<PER-SHARE-DISTRIBUTIONS>                      2.62
<RETURNS-OF-CAPITAL>                           0
<PER-SHARE-NAV-END>                            29.56
<EXPENSE-RATIO>                                1.9


</TABLE>


<TABLE>
      HERITAGE CAPITAL APPRECIATION TRUST
77.0. Transactions effected pursuant to Rule 10F3.
<CAPTION>
                                                                                          SECURITIES
                                                DATE OFFERING      PURCHASE               ACQUIRED       AMOUNT      TOTAL
     SECURITY:               DATE OF PURCHASE:  COMMENCED:         PRICE:    COMMISSION:  FROM:          PURCHASED:  OFFERING:
    <S>                      <C>                <C>                <C>       <C>          <C>            <C>         <C>
    3 United Parcel Service  November 09, 1999  November 09, 1999  50.00    $0.93        Morgan Stanley $1,851,000  $5,470,000,000
                                                                                         Dean Witter
</TABLE>


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