Fund Commentary Archive

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6/30/21

Heartland Mid Cap Value Fund 2Q21 Portfolio Manager Commentary

There was plenty for investors to cheer during the period, but the consumer-driven recovery may be challenged in the quarters ahead.

6/30/21

Heartland Value Plus Fund 2Q21 Portfolio Manager Commentary

Bullishness toward an economy that was regaining its previous form has morphed into excessive optimism.

6/30/21

Heartland Value Fund 2Q21 Portfolio Manager Commentary

An unwelcomed return of silly season.

3/31/21

Heartland Mid Cap Value Fund 1Q21 Portfolio Manager Commentary

A fresh flood of Federal stimulus spending and optimism about the impact of COVID-19 vaccinations sent equities soaring during the period.

3/31/21

Heartland Value Plus Fund 1Q21 Portfolio Manager Commentary

The market’s current willingness to overlook idiosyncratic challenges is misguided, in our view.

3/31/21

Heartland Value Fund 1Q21 Portfolio Manager Commentary

Investors realized that a handful of mega-cap stocks don’t have a corner on the market for growing earnings.

 

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©2021 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

View detailed Fund performance as of the most recent quarter and month end

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 Funds' prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectus carefully before investing.

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 Mid Cap Value and Value Plus Funds invest in a smaller number of stocks (generally 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. 

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

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.

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.

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

The Heartland Funds are distributed by ALPS Distributors, Inc.

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