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Heartland Value Plus Inst (HNVIX)

36.77 Up 0.41(1.13%) Apr 17
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Prev Close:36.36
YTD Return*:3.13%
Net Assets*:3.10B
Yield*:0.69%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for HNVIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SGY3.2420.09
UNT2.9726.77
GVA2.9514.95
IPI2.77-2.40
UPL2.7325.40

Fund Basics

Morningstar Overall Rating:
Total Assets:3.1B
Category:Small Value
Annual Report Expense Ratio (net):0.84%

Performance & Risk

YTD Return:3.13%
5y Avg Return:22.08%
Rank in Category (ytd):13
% Rank in Category (ytd):3.33%
Beta (3y):1.31
Morningstar Risk Rating:3

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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