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    Heartland Value Inst (HNTVX)

    48.86 Up 0.54(1.12%) Dec 18
    Prev Close:48.86
    YTD Return*:-2.75%
    Net Assets*:1.11B
    Yield*:0.96%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    UNT3.09-28.73
    SFY2.72-70.37
    SPR2.3425.88
    NR2.19-20.99
    IDCC2.1075.35

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.11B
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-2.75%
    5y Avg Return:12.00%
    Rank in Category (ytd):89
    % Rank in Category (ytd):22.47%
    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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