Fund Factsheets & Commentary

Quarterly Fund Factsheets contain detailed statistics from the most recent quarter, including:

  • Growth of a hypothetical $10,000 investment
  • Top 10 holdings
  • Sector allocation
  • Average annual total returns
  • Capitalization breakdown

Quarterly Fund Commentaries outline factors that contributed to or detracted from each of the Fund's results during the most recent quarter. 


Select Value Fund

(HRSVX; HNSVX)


Value Plus Fund

(HRVIX; HNVIX)


Value Fund

(HRTVX; HNTVX)


 

© 2012 Heartland Funds
789 N. Water Street, Suite 500, Milwaukee, WI 53202 • 1-800-432-7856
The Heartland Funds are distributed by ALPS Distributors, Inc.
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