Ted Baszler, CPA, CFA, Vice President and Portfolio Manager, joined Heartland in 1994 as a Senior Mutual Fund Accountant. He joined Heartland’s investment department in 2000 and was subsequently promoted to portfolio manager in 2001. Currently, he is a manager on the Select Value Fund investment team. Ted is a Certified Public Accountant, a CFA charterholder and received a Bachelor of Business Administration in Accounting from the University of Wisconsin – Whitewater.
He is a member of the Bay View Historical Society. Ted is an avid runner, biker and swimmer, who completed the Door County Half Ironman Triathlon. In his spare time, Ted enjoys camping and the outdoors with his family.
The Heartland Select Value Fund was honored as #1 in the Multi-Cap Value Fund category for the 10-year period that ended December 31, 2011 (out of 113 funds). It is the sixth consecutive year the Fund has received a Lipper Award over a 3-, 5- or 10-year period.
We believe this achievement demonstrates why the Select Value Fund is a great core holding. Consider adding this Fund to your portfolio today to take advantage of its:
The above individual is a Registered Representative of ALPS Distributors, Inc.
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Annually, Lipper, an independent monitor of mutual funds, determines the fund classification winner over 3, 5 and 10 years based on the highest Lipper Leader for Consistent Return value within each eligible classification. Consistent Return reflects funds' historic returns, adjusted for volatility, relative to peers and relies on monthly data.
Lipper does not guarantee the accuracy of this information. Lipper numeric rankings are based on total returns. As of April 30, 2012, the Select Value Fund's Lipper numeric rankings were 18 of 110, 26 of 221, 94 of 251 and 233 of 302 for the 10-, 5-, 3- and 1-year periods, respectively, and the Fund experienced a negative return for the 1-year period. As of December 31, 2011, the Select Value Fund was ranked 16 of 114, 12 of 219, 104 of 263 and 244 of 309 for the 10-, 5-, 3- and 1-year periods, respectively, and the Fund experienced a negative return for the 1-year period.