Heartland Advisors, Inc., known as "America's Value Investor®," was formed in 1983. The Firm manages approximately $5.4 billion (as of 3/31/12), which includes separately managed accounts, three distinct mutual funds and a small cap international mutual fund.
"Value investing is our philosophy and our passion," summarizes Heartland President Bill Nasgovitz. "It's also our single-minded pursuit and commitment to our investors. We believe this discipline offers our clients the potential for higher returns with lower risk over time."
At Heartland, we do not chase trends. We abide by our 10 Principles of Value Investing™ — a disciplined process that has delivered long-term results for over 25 years.
Past performance does not guarantee future results. Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market. An investment in the Funds involves risks, including loss of principal.
Important Notice to Investors Residing Outside the United States: The Heartland Funds are offered for sale only in the United States and certain U.S. territories. Although you may obtain prospectuses and other information about the Heartland Funds at this web site, we will mail prospectuses and other information only to addresses in the United States and will accept only new account applications that contain an address in the United States and certain U.S. territories.
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.
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On May 16, 2011 the Heartland Value Plus Fund closed to certain new investors.
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