Heartland Select Value Inst (HNSVX)
* As of 31-Jul-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.88%|
Performance & Risk
|5y Avg Return:||15.30%|
|Rank in Category (ytd):||91|
|% Rank in Category (ytd):||20.87%|
|Morningstar Risk Rating:||3|
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