2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#53 in Small Value
U.S. News evaluated 119 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.36 percent over the past year, 10.26 percent over the past three years, 23.85 percent over the past five years, and 6.99 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.9%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||23.9%|
|10 Years (Annualized)||7.0%|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of small companies with market capitalizations of less than $1.5 billion selected on a value basis, and may invest a significant portion of its assets in micro-capitalization securities, i.e., those with market capitalizations of less than $300 million at the time of purchase.
Fees are Low compared to funds in the same category.
Heartland Value Fund Class Institutional has an expense ratio of 1.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.