You are using an older browser version. Please use a supported version for the best MSN experience.

Heartland Value

HRTVX
32.53
-0.03
-0.09%
2/4/2016
5 Years
  • Previous Close

    32.56

  • Net Assets

    703.65M

  • Yield

    0.39%

  • Front load

    None

  • Expenses

    1.07%

  • Category

    Small Value

  • Morningstar Risk

    Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Heartland

Fund Style

Open

Fund Manager

William Nasgovitz

Investment Style

Small Value

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of small companies with market capitalizations of less than $2 billion selected on a value basis, and may invest a significant portion of its assets in micro-capitalization securities, i.e., those with market capitalizations of less than $300 million at the time of purchase.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 500
Initial Purchase: AIP 1,000

Inception

12/28/1984

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon