"Our mission is to provide our clients with superior investment results and outstanding service."-Bill Nasgovitz, Founder and President of Heartland Advisors, Inc.
For nearly 25 years, Heartland Funds has focused on value-driven investing. We follow a disciplined investment process,defined by Heartland's long-established 10 Principals of Value Investing™, the process through which we consistently evaluate all stock transactions. These criteria include: - Financially strong companies
- Sound business strategy executed by capable management
- High insider ownership
- A clearly defined catalyst the broader market has yet to recognize
With our time-tested investment approach, each of our three distinct equity mutual funds has delivered compelling long-term investment results.
Heartland's Family of Value-Driven Funds
- Select Value Fund: This Fund invests in a limited number of stocks of all market capitalization sizes and is designed to be an investor's core value holding.
- Value Plus Fund: This Fund is a focused portfolio of small company value stocks that pay dividends.
- Value Fund: This Fund is a broadly diversified portfolio of small and very small company value stocks.
Heartland Advisors, Inc. is employee-owned and has a seasoned investment team made of 15 investment professionals with more than 150 years of combined investment experience.
- Automatic Investment Program
- Forms Download Library
- Investment Education
- E-Delivery of Statements, Reports, Prospectus and Newsletter
- Telephone and Internet Transactions 24-Hours a Day
- Waived Minimums for Automatic Investment
- On-Line Set-Up and Funding of New Accounts
Past performance does not guarantee future results. This information must be accompanied or preceded by a prospectus. Click here to read the prospectus. Please read it carefully before investing.
The Funds invest in small companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies. Value based investments are subject to the risk that the broad market may not recognize their intrinsic values. The Select Value and Value Plus Funds also invest in a smaller number of stocks (generally 30 to 60) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds' returns.
The Heartland Funds are distributed by ALPS Distributors, Inc.
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