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    Heartland Value Inst (HNTVX)

    41.26 Up 0.09(0.22%) Jul 28
    Prev Close:41.17
    YTD Return*:-1.24%
    Net Assets*:1.04B
    Yield*:0.62%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CBM2.42N/A
    ENSG2.39N/A
    69601.97N/A
    PLUS1.90N/A
    BBSI1.87N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.04B
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-1.24%
    5y Avg Return:12.41%
    Rank in Category (ytd):93
    % Rank in Category (ytd):21.18%
    Beta (3y):0.99
    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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