| | | Morningstar Overall Rating: |  | | Total Assets: | 373.46M | | Category: | Mid-Cap Value | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 33.37% | | 5y Avg Return: | 5.53% | | Rank in Category (ytd): | 134 | | % Rank in Category (ytd): | 31.9% | | Beta (3y): | 1.10 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks whose current market prices, in Heartland Advisors' judgment, are undervalued relative to their intrinsic value. It holds a limited number (generally 40 to 60) of common stocks. Using a multi-cap approach, the Fund invests in companies of all sizes, although companies normally have market capitalizations in excess of $500 million at the time of purchase. | | | Fund Profile |
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