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    Heartland Value Inst (HNTVX)

    45.08 Up 0.03(0.07%) Apr 24
    Prev Close:45.08
    YTD Return*:0.74%
    Net Assets*:1.12B
    Yield*:0.61%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    IDCC2.72-3.76
    ENSG2.295.17
    PLUS2.2916.82
    FSS1.993.76
    CBM1.8679.09

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.12B
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:0.74%
    5y Avg Return:11.07%
    Rank in Category (ytd):84
    % Rank in Category (ytd):18.71%
    Beta (3y):1.06
    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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