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Performance

Month-end returns, quarter-end returns & daily prices

News

Press releases & media mentions

Investment Team

Our PMs, Analysts & Traders

Account Resources

Information for individual investors

Tax Info

Capital gain estimates anticipated Nov. 30

Insights

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Water & Wells
9/12/19
Heartland Advisors Value Investing Portfolio Manager Bill Nasgovitz

The Small Long

Why small caps may be the answer to the large-cap bubble.

Press Release
9/4/19
Heartland Advisors Opportunistic Value Equity Strategies Portfolio Management Team

Opportunistic Earns Repeat “Top Guns” Recognition

For Third Straight Quarter, Heartland Advisors Awarded “Top Gun” for Heartland Opportunistic Value Equity Strategy

Water & Wells
9/3/19
Heartland Advisors Value Investing Portfolio Manager Will Nasgovitz

Debt: Harshing Market's Mellow?

Investors may be missing some key warning signs in their pursuit of low volatility.

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Heartland in the News
8/27/19
Heartland Advisors CEO and Portfolio Manager Will Nasgovitz

Heartland’s Views Highlighted in Wealth Management Midyear Outlook

Heartland CEO Will Nasgovitz offers his take on why corporate borrowing may leave some investors out in the cold.

Heartland in the News
8/19/19
Heartland Advisors Chairman and Portfolio Manager, Bill Nasgovitz

Giving Back in the Name of Free Enterprise

Milwaukee Lutheran High School’s Free Enterprise Academy—proudly supported by Heartland Advisors and Founder Bill Nasgovitz—was recently featured in BizTimes.

Investment Strategies

Opportunistic Value

Dynamically pursues the best opportunities across the full equity universe

Fund Strategy

Mid-Cap Value

Invests in mid-cap, dividend-paying companies

Fund Strategy

Small-Cap Value

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

Fund Strategy

Small- and Micro-Cap Value

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

Fund Strategy

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©2019 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

Portfolio holdings are subject to change without notice. Current and future portfolio holdings are subject to risk.

Past performance does not guarantee future results.

An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information may be found in the prospectus (pdf). To obtain a print prospectus, call 800-432-7856. Please read the prospectus carefully before investing.

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

Important notice to investors residing outside the United States: The Heartland Funds are offered for sale only in the U.S. and certain U.S. territories. Although you may obtain prospectuses and other information about the Heartland Funds at this website, we will mail prospectuses and other information only to addresses in the U.S. and will accept only new account applications that contain an address in the U.S. and certain U.S. territories.

The statements and opinions expressed in the articles or appearances are those of the presenter. Any discussion of investments and investment strategies represents the presenters' views as of the date created and are subject to change without notice. The opinions expressed are for general information only and are not intended to provide specific advice or recommendations for any individual. Any forecasts may not prove to be true.

Economic predictions are based on estimates and are subject to change.

Sector and Industry classifications are sourced from GICS®.The Global Industry Classification Standard (GICS®) is the exclusive intellectual property of MSCI Inc. (MSCI) and S&P Global Market Intelligence (“S&P”).  Neither MSCI, S&P, their affiliates, nor any of their third party providers (“GICS Parties”) makes any representations or warranties, express or implied, with respect to GICS or the results to be obtained by the use thereof, and expressly disclaim all warranties, including warranties of accuracy, completeness, merchantability and fitness for a particular purpose.  The GICS Parties shall not have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of such damages.

There is no guarantee that a particular investment strategy will be successful.

Heartland’s investing glossary provides definitions for several terms used on this page.

The above individuals are registered representatives of ALPS Distributors, Inc.

CFA® is a registered trademark owned by the CFA Institute.

The Heartland Funds are distributed by ALPS Distributors, Inc.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

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