Send me a link:

*Text messaging rates may apply.

 Dow Down 0.72% Nasdaq Down 0.50%

Heartland Value Inst (HNTVX)

50.88 Down 0.09(0.18%) Jul 25
Prev Close:50.97
YTD Return*:8.45%
Net Assets*:1.30B
Yield*:0.87%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for HNTVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
UNT3.8434.46
FSS2.211.84
UPL2.1036.03
ENSG2.0533.73
QCOR2.0369.38

Fund Basics

Morningstar Overall Rating:
Total Assets:1.3B
Category:Small Value
Annual Report Expense Ratio (net):0.91%

Performance & Risk

YTD Return:8.45%
5y Avg Return:18.48%
Rank in Category (ytd):5
% Rank in Category (ytd):1.27%
Beta (3y):1.14
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback