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    Heartland Value Plus Inst (HNVIX)

    29.87 Down 0.15(0.50%) Jul 6
    Prev Close:30.02
    YTD Return*:-3.61%
    Net Assets*:1.79B
    Yield*:0.54%

    * As of 31-May-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:1.79B
    Category:Small Value
    Annual Report Expense Ratio (net):0.89%

    Performance & Risk

    YTD Return:-3.61%
    5y Avg Return:9.84%
    Rank in Category (ytd):98
    % Rank in Category (ytd):21.78%
    Beta (3y):1.39
    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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