Total Return | -13.57 | 20.92 | 9.56 | -11.06 | 8.86 |
Category Average | -6.58 | 23.81 | 10.29 | -14.20 | 7.80 |
Assets for Each Yr* | 2.20 | 1.65 | 1.47 | 1.15 | 1.15 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 8.86 | 6.14 | 1.33 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$1,146 mil | $1,000 | 0.00 | 100.00 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 2.3 | 100.00 | 0.72 | Below Avg |
International Stock | -- | -- | -- | -- |
Municipal Bond | -- | -- | -- | -- |
Taxable Bond | -- | -- | -- | -- |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Heartland Select Value Inves | 50 | -- | ||
Heartland Value Plus Investo | 72 | -- | ||
Heartland Value Investor | 84 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Heartland Value Investor | 84 | -- | ||
Heartland Value Plus Investo | 72 | -- | ||
Heartland Select Value Inves | 50 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Heartland Value Investor | 0.00 | -- | ||
Heartland Value Plus Investo | 0.00 | -- | ||
Heartland Mid Cap Value Inst | 0.99 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Heartland Mid Cap Value Inst | 0.99 | -- | ||
Heartland Value Investor | 0.00 | -- | ||
Heartland Value Plus Investo | 0.00 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Heartland Value Inve | William J . Nasgovit | 12.90 | ||
Heartland Select Val | Will R. Nasgovitz | 9.00 | ||
Heartland Value Plus | Bradford A. Evans | 8.50 | ||
Heartland Mid Cap Va | Colin P. McWey | 4.70 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Heartland Mid Cap Va | Colin P. McWey | 4.70 | ||
Heartland Value Plus | Bradford A. Evans | 8.50 | ||
Heartland Select Val | Will R. Nasgovitz | 9.00 | ||
Heartland Value Inve | William J . Nasgovit | 12.90 |