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    Heartland Value Inst (HNTVX)

    38.65 Up 0.46(1.20%) Aug 27
    Prev Close:38.65
    YTD Return*:-6.56%
    Net Assets*:965.91M
    Yield*:0.65%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TCB2.67N/A
    IVC1.97N/A
    ACTG1.93N/A
    CTRE1.86N/A
    69601.78N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:965.91M
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-6.56%
    5y Avg Return:10.20%
    Rank in Category (ytd):96
    % Rank in Category (ytd):21.92%
    Beta (3y):0.97
    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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