Fund Commentary Archive

Please wait while we gather your results.
09/30/20

Heartland Mid Cap Value Fund 3Q20 Portfolio Manager Commentary

Investors continue to embrace rosy forecasts for earnings over attractive valuations.

09/30/20

Heartland Value Fund 3Q20 Portfolio Manager Commentary

Investor emotion and groupthink are resulting in a blind rush into a narrow slice of the market.

09/30/20

Heartland Value Plus Fund 3Q20 Portfolio Manager Commentary

Safety nets such as strong balance sheets or attractive valuations were an afterthought during the period.

06/30/20

Heartland Mid Cap Value Fund 2Q20 Portfolio Manager Commentary

Aggressive action by the Fed and economic data that wasn’t as bad as expected, enticed investors back to equities.

06/30/20

Heartland Value Plus Fund 2Q20 Portfolio Manager Commentary

The far-reaching economic impact caused by COVID-19 is likely to play out over several years

06/30/20

Heartland Value Fund 2Q20 Portfolio Manager Commentary

Market chaos has created a game like atmosphere where trading stocks is done for entertainment.

03/31/20

Heartland Mid Cap Value Fund 1Q20 Portfolio Manager Commentary

Coronavirus drove selling pressure, but other factors added to the decline.

03/31/20

Heartland Value Plus Fund 1Q20 Portfolio Manager Commentary

Stimulus out of Washington D.C. may not be enough to sustain poorly run companies with excessive debt.

03/31/20

Heartland Value Fund 1Q20 Portfolio Manager Commentary

A long-term perspective can serve as a basis for a brighter, more rational tomorrow.

 

Email Sign Up

 

©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 prospectus. To obtain a print prospectus, call 800-432-7856. 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.

top