Heartland Advisors

Morningstar Columnist Names Heartland Value Plus Fund an 'All-Weather Champion'

Heartland Advisors Value Investing Value Plus TeamVeteran Morningstar columnist John Rekenthaler named Heartland’s Value Plus Fund an “All-Weather Champion” in a recent article. 

We are providing a link to Rekenthaler’s Morningstar column, All-Weather Stock Funds Do Exist, because it mentions Heartland's Value Plus Fund.

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

* The ranking is based on total returns from 1/1/2002-12/31/2022. 
* There were 953 funds included in the analysis. Eligible candidates were diversified U.S. equity funds that existed through that 21-year period, investing an average of at least 85% of their assets in stocks.


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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.

In the prospectus (pdf) dated 5/1/2022, the Gross Fund Operating Expenses for the investor and institutional class of the Value Plus Fund are 1.15% and 0.92%, respectively. The Advisor has voluntarily agreed to waive fees and/or reimburse expenses with respect to the institutional class, to the extent necessary to maintain the institutional class’ “Net Annual Operating Expenses” at a ratio not to exceed 0.99% of average daily net assets. This voluntary waiver/reimbursement may be discontinued at any time. Without such waivers and/or reimbursements, total returns may have been lower.Without such waiver and/or reimbursements, performance of the Fund may have been negatively impacted.

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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