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    Heartland Value Plus Inst (HNVIX)

    31.15 Down 0.11(0.35%) Apr 27
    Prev Close:31.15
    YTD Return*:-2.57%
    Net Assets*:2.25B
    Yield*:0.53%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for HNVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GVA3.11-7.34
    RGS2.74-0.24
    FSS2.723.76
    IPI2.66-16.50
    BRC2.633.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.25B
    Category:Small Value
    Annual Report Expense Ratio (net):0.89%

    Performance & Risk

    YTD Return:-2.57%
    5y Avg Return:9.76%
    Rank in Category (ytd):96
    % Rank in Category (ytd):21.38%
    Beta (3y):1.31
    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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