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Heartland Value Plus Inst
(HNVIX)

22.83USD   Up0.34 (1.51%)   
On Feb 10
 Heartland Value Plus Inst Delayed quote data 
Net Asset Value: 22.83
Trade Time:Feb 10
Change:Up0.34 (1.51%)
Prev Close:22.49
YTD Return*:18.92%
Net Assets*:55.07M
Yield*:0.76%
* As of 30-Nov-09
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HEADLINES

 
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FUND BASICS

30-Nov-09
Total Assets:55.07M
Category:N/A
Morningstar Overall Rating:5 stars
» Fund Profile» Holdings

PERFORMANCE & RISK

30-Nov-09
YTD Return:18.92%
5y Avg Return:4.23%
Rank in Category (ytd):227
% Rank in Category (ytd):N/A
Beta (3y):0.87
Morningstar Risk Rating:
» Performance Details» Risk Details

FUND SUMMARY

 
The investment seeks long-term capital appreciation and current income. The fund invests primarily in a limited number (generally 30 to 60) of equity securities of small companies selected on a value basis. It generally invests in dividend paying common stocks and may also invest, to a limited extent, in preferred stocks and convertible securities, which may provide income to the fund. The fund primarily invests in companies with market capitalizations between $250 million and $4 billion at the time of purchase.
» Fund Profile