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Heartland Value Inst (HNTVX)

50.85 Up 0.38(0.75%) Apr 17
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Prev Close:50.47
YTD Return*:4.00%
Net Assets*:1.27B
Yield*:0.91%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for HNTVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UNT3.0326.77
SPR2.27-15.85
FSS2.184.57
ENSG2.08-0.34
TRIB.IR1.97-1.07

Fund Basics

Morningstar Overall Rating:
Total Assets:1.27B
Category:Small Value
Annual Report Expense Ratio (net):0.91%

Performance & Risk

YTD Return:4.00%
5y Avg Return:24.07%
Rank in Category (ytd):5
% Rank in Category (ytd):1.28%
Beta (3y):1.13
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of small companies with market capitalizations of less than $1.5 billion selected on a value basis, and may invest a significant portion of its assets in micro-capitalization securities, i.e., those with market capitalizations of less than $300 million at the time of purchase. View More
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