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    Heartland Value Inst (HNTVX)

    42.87 Down 0.16(0.37%) Jan 23
    Prev Close:42.87
    YTD Return*:2.38%
    Net Assets*:1.15B
    Yield*:0.62%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    UNT3.090.44
    SFY2.72-4.69
    SPR2.34-0.93
    NR2.19-0.52
    IDCC2.10-0.96

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.15B
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:2.38%
    5y Avg Return:11.85%
    Rank in Category (ytd):70
    % Rank in Category (ytd):17.68%
    Beta (3y):1.03
    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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