MarketWatch - Heartland Select Value Fund Receives Lipper Award for Performance over 10-Year Period, 3/12/12 Announces that "the Heartland Select Value Fund (HRSVX) received a 2012 Lipper Award for industry-leading risk-adjusted returns. The Fund was honored as #1 in the Multi-Cap Value Fund category for the 10-year period ended December 31, 2011 (out of 113 funds)."
Past performance does not guarantee future results.
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Portfolio holdings and manager views expressed in this section are as of the date noted on each document and are subject to change without notice. Any discussion of portfolio holdings are intended as illustrations of investment strategy, not as recommendations. Not all portfolio holdings experienced similar results as those listed. Some holdings may have lost value. Fund returns and rankings are as of the stated time period only and may differ from current results.
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.
©2012 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance, rankings and ratings are no guarantee of future results. Rankings and ratings change monthly. Investment return and principal value will fluctuate so that your shares, when redeemed may be worth more or less than their original purchase price.
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