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    Heartland Value Plus Inst (HNVIX)

    28.40 Up 0.27(0.96%) Jul 29
    Prev Close:28.40
    YTD Return*:-3.80%
    Net Assets*:1.70B
    Yield*:0.54%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for HNVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    RGS3.54N/A
    MDC3.03N/A
    DF2.84N/A
    NX2.82N/A
    CHS2.80N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.7B
    Category:Small Value
    Annual Report Expense Ratio (net):0.89%

    Performance & Risk

    YTD Return:-3.80%
    5y Avg Return:11.15%
    Rank in Category (ytd):97
    % Rank in Category (ytd):22.1%
    Beta (3y):1.34
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital appreciation and modest current income. The fund invests primarily in a concentrated number (generally 40 to 70) of small-capitalization equity securities selected on a value basis. A majority of its assets are generally invested in dividend-paying common stocks. It primarily invests in companies with market capitalizations between $250 million and $4 billion at the time of purchase. View More
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