Mutual Funds

Our approach is consistent across each of the Heartland Funds, however, we believe each portfolio serves a distinct role and is constructed accordingly. Some of our portfolios emphasize dividends to mitigate volatility and to provide a modest stream of income while others seek to diversify risk and increase opportunity by holding stocks with varying market caps. The ultimate goal with each is to provide superior risk adjusted returns and limit downside participation.

Select Value

Multi-cap (HRSVX, HNSVX)

Dynamically pursues the best opportunities regardless of market capitalization

Heartland Advisors Multi-Cap Value Portfolio Management Team

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Mid Cap Value

Mid-cap, dividend-focused (HRMDX, HNMDX)

Seeks long-term appreciation by investing in mid-cap, dividend-paying companies

Heartland Advisors Mid-Cap Value Portfolio Management Team

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Value Plus

Small-cap, dividend-focused (HRVIX, HNVIX)

Invests in undervalued small companies and seeks to reduce volatility through strong balance sheets and dividends

Heartland Advisors Small-Cap Value Plus Portfolio Management Team

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Value

Micro- and small-cap (HRTVX, HNTVX)

Pursues long-term capital appreciation by investing in micro- and small-cap companies

Heartland Advisors Small-Cap Value Portfolio Management Team

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International Value

Small- and mid-cap, dividend-focused (HINVX)

Seeks long-term capital appreciation by investing in small- and mid-cap international companies, with an emphasis on dividends

Heartland Advisors International Value Portfolio Management Team

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Select Value Fund

Mid Cap Value Fund

Value Plus Fund

Value Fund

International Value Fund

Opportunistic Value Equity Strategy

Mid Cap Value Strategy

Small Cap Value Plus Strategy

Small Cap Value Strategy

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In addition to stocks of large companies, the Funds invest in small- and mid-sized companies that are generally less liquid and more volatile than large companies. The Select Value, Mid Cap Fund, and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60, 30 to 60, and 40 to 70, respectively) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns. The International Value Fund invests in foreign securities which have additional risks, including but not limited to, exchange rate changes, political and economic upheaval, and relatively low market liquidity. These risks are magnified in emerging markets. There can be no assurance that the Mid Cap Value Fund will grow to or maintain an economically viable size, in which case the Board of Directors may determine to liquidate the Fund.

Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.

There is no assurance that dividend-paying stocks will mitigate volatility.

The Heartland Funds are distributed by ALPS Distributors, Inc.

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