Shareholders may move shares from one Heartland Fund into another Heartland Fund. If you do so in a regular account, it is a taxable event. It is not a taxable event for IRA and Coverdell ESA accounts.
There are two options for exchanging shares from one Fund into another:
Contact the Shareholder Services Team at 800-432-7856, or send an email. The Team is available 8 a.m. to 7 p.m. CT, Monday to Friday.
©2023 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856
The Heartland Funds are distributed by ALPS Distributors, Inc.