Heartland Funds Introduces Institutional Class Shares for the International Value Fund

Heartland International Value Fund Portfolio Management TeamMilwaukee—May 1, 2017—Heartland Funds announced today the launch of institutional class shares for the Heartland International Value Fund effective May 1, 2017. Institutional class shares (HNNVX) will be available to all investors in the Fund with a minimum investment of $500,000.

These shares will be offered as a no-load share class and will not be subject to a 12b-1 fee, a feature designed in keeping with the Firm’s history of offering competitive expense ratios across the Heartland Funds lineup. Each of the other funds in the Heartland family of value investment focused mutual funds also offers an institutional share class. 

“We believe the new share class is consistent with being a cost-effective partner for our clients,” Will Nasgovitz, CEO of Heartland Funds said. “Institutional investors continue to show an appetite for international stocks. This new share class enables us to meet their needs while also remaining committed to serving our direct shareholder community with the existing share class.”

Those interested in learning more about this new share class are encouraged to contact Shareholder Services at 800-432-7856 for additional information and to request a copy of the prospectus.

About Heartland

Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of March 31, 2017, the Firm managed approximately $1.8 billion. The Heartland family of value-driven, actively managed portfolios includes distinct U.S. and international strategies, offered through five mutual funds and four separately managed accounts. Learn more at heartlandadvisors.com.

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©2018 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

Past performance does not guarantee future results.

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

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.

The International Value Fund invests primarily in small foreign companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies. Foreign securities have additional risk, including but not limited to exchange rate changes, political and economic upheaval, and relatively low market liquidity. These risks are magnified in emerging markets.

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

The above individual is a registered representative of ALPS Distributors, Inc.

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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