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Heartland Value Investor

HRTVX
37.64
+0.07
+0.19%
7/27/2016
5 Years
  • Previous Close

    37.57

  • Net Assets

    750.14M

  • Yield

    0.37%

  • Front load

    None

  • Expenses

    1.06%

  • 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, generally, 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

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