2 / 5 Stars
1 1 2 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 122 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 28.99 percent over the past year, 12.50 percent over the past three years, 18.84 percent over the past five years, and 10.21 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.5%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||10.2%|
The investment seeks long-term capital appreciation and modest current income. The fund invests primarily in a concentrated number (generally 40 to 70) of small-capitalization equity securities selected on a value basis. A majority of its assets are generally invested in dividend-paying common stocks. It primarily invests in companies with market capitalizations between $250 million and $4 billion at the time of purchase.
Fees are Low compared to funds in the same category.
Heartland Value Plus Fund Class Institutional has an expense ratio of 0.84 percent.
Risk is Average compared to funds in the same category according to Morningstar.