Midcap Value Fund Named One of Ten "Category Kings"

Heartland Advisors Value Investing Mid Cap Value TeamHeartland was designated a top-performing fund for Midcap Value in 2022 by the Wall Street Journal. 

We are providing a link to The Wall Street Journal’s "Category Kings in 10 Realms"* because it features Heartland Advisors' Midcap Value Fund on the list of top-performing funds in 2022.

Heartland Advisors does not control the website hosting this article, its content, or its privacy practices.

 

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* Wall Street Journal, August 2022

Past performance does not guarantee future results. Performance represents past performance; current returns may be lower or higher. Performance for institutional class shares prior to their initial offering is based on the performance of investor class shares. The investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. All returns reflect reinvested dividends and capital gains distributions, but do not reflect the deduction of taxes that an investor would pay on distributions or redemptions. Subject to certain exceptions, shares of a Fund redeemed or exchanged within 10 days of purchase are subject to a 2% redemption fee. Performance does not reflect this fee, which if deducted would reduce an individual's return. To obtain performance through the most recent month end, call 800-432-7856 or visit heartlandadvisors.com.

Information about Morningstar Ratings™ are ©2022 Morningstar, Inc. All rights reserved. The information contained herein is (1) proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed, and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. 

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

As of 8/31/2022 Morningstar Ratings™: The Heartland Mid Cap Value Fund institutional class was rated against -, 362, and 392 U.S.-domiciled Mid-Cap Value funds over the 10-, 5-, and 3-year periods and received -, 5, and 5 stars, respectively.
As of 8/31/2022 Morningstar Ratings™: The Heartland Mid Cap Value Fund investor class was rated against -, 362, and 392 U.S.-domiciled Mid-Cap Value funds over the 10-, 5-, and 3-year periods and received -, 5, and 5 stars, respectively.

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

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.

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