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    Heartland Value Inst (HNTVX)

    43.86 Up 0.02(0.05%) Jul 1
    Prev Close:43.84
    YTD Return*:-2.14%
    Net Assets*:1.05B
    Yield*:0.63%

    * As of 31-May-15

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

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CBM2.42N/A
    ENSG2.39N/A
    69601.97N/A
    PLUS1.90N/A
    BBSI1.87N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.05B
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-2.14%
    5y Avg Return:10.79%
    Rank in Category (ytd):96
    % Rank in Category (ytd):21.33%
    Beta (3y):1.05
    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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