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Heartland Value Plus Inst (HNVIX)

On Feb 10: 22.83 USD  Up 0.34 (1.51%)  
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 HEARTLAND VALUE PLUS FUND INSTI Delayed quote dataEdit
Net Asset Value:22.83
Trade Time:Feb 10
Change:Up 0.34 (1.51%)
Prev Close:22.83
YTD Return*:18.92%
Net Assets*:55.07M
Yield*:0.76%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for HNVIX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:5 stars
Total Assets:55.07M
Category:Small Value
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:18.92%
5y Avg Return:4.23%
Rank in Category (ytd):227
% Rank in Category (ytd):62.88%
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


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