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    Heartland Value Inst (HNTVX)

    31.53 Down 0.43(1.35%) Feb 9
    Prev Close:31.96
    YTD Return*:-8.10%
    Net Assets*:769.90M
    Yield*:0.58%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for HNTVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CTRE2.57N/A
    BBSI2.56N/A
    ROVI2.54N/A
    ACTG2.32N/A
    TCB2.32N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:769.9M
    Category:Small Value
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:-8.10%
    5y Avg Return:3.30%
    Rank in Category (ytd):83
    % Rank in Category (ytd):19.17%
    Beta (3y):0.98
    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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