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    Heartland Value Inst (HNTVX)

    44.36 Down 0.13(0.29%) Mar 26
    Prev Close:44.49
    YTD Return*:1.01%
    Net Assets*:1.14B
    Yield*:0.61%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    IDCC2.722.57
    ENSG2.292.14
    PLUS2.2912.89
    FSS1.998.94
    CBM1.8661.05

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.14B
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:1.01%
    5y Avg Return:12.13%
    Rank in Category (ytd):57
    % Rank in Category (ytd):12.69%
    Beta (3y):1.08
    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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