Heartland Value Plus (HRVIX)
* As of 30-Sep-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.14%|
Performance & Risk
|5y Avg Return:||12.60%|
|Rank in Category (ytd):||86|
|% Rank in Category (ytd):||22.4%|
|Morningstar Risk Rating:||3|
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