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    Heartland Value Inst (HNTVX)

    44.22 Down 0.05(0.11%) May 21
    Prev Close:44.27
    YTD Return*:-0.70%
    Net Assets*:1.09B
    Yield*:0.62%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CBM2.4276.41
    ENSG2.39-4.94
    69601.9711.86
    PLUS1.9062.01
    BBSI1.87-0.88

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.09B
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-0.70%
    5y Avg Return:9.16%
    Rank in Category (ytd):89
    % Rank in Category (ytd):19.73%
    Beta (3y):1.06
    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 $2 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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