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Heartland Value Plus Inst Fund (HNVIX)

Heartland Value Plus Inst Fund (HNVIX) Quote

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Heartland Value Plus Inst Fund (HNVIX) Profile

Family
Category
Inception Date
04-30-2008
Address
789 N. Water St. Milwaukee, WI 53202 USA
800-432-7856
http://www.heartlandfunds.com
Manager
Adam J. Peck
Manager Start Date
08-2-2007
Profile
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.
Net Assets
2.55B
Minimum Investment
$500,000
Morningstar Rating
3 stars
Recent Top Holdings
Oliver Corp.
Unick Corp.
Analogic
Stericorp
Patterson-UTI Energy
Stone Engy 144A
Granite Construction
GATX

Heartland Value Plus Inst Fund (HNVIX) News

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Heartland Value Plus Inst Fund (HNVIX) additional information

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