Dow Down 0.25% Nasdaq Down 0.26%

Heartland Select Value Inst (HNSVX)

35.44 Down 0.18(0.51%) Aug 28
Prev Close:35.62
YTD Return*:1.10%
Net Assets*:630.03M
Yield*:0.64%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

» More Headlines for HNSVX

Top Holdings

Symbol% AssetsYTD Return %
BCC3.54-2.48
DVN3.5022.11
USTR3.24-15.32
JBLU2.8226.58
KBR2.79-35.06

Fund Basics

Morningstar Overall Rating:
Total Assets:630.03M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):0.88%

Performance & Risk

YTD Return:1.10%
5y Avg Return:15.30%
Rank in Category (ytd):91
% Rank in Category (ytd):20.87%
Beta (3y):1.17
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in a concentrated number (generally 40 to 60) of common stocks of all sizes, selected on a value basis and whose current market prices, in Heartland Advisors, Inc.'s judgment, are undervalued relative to their intrinsic value. They normally have market capitalizations in excess of $500 million at the time of purchase. View More
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