Heartland Advisors

Mutual Funds

Our approach is consistent across all our portfolios. However, we believe each serves a distinct role, and we construct them accordingly. Some emphasize dividends to mitigate volatility and provide a modest stream of income while others pursue opportunities unconstrained by market-cap size. The ultimate goal with each is to provide superior risk-adjusted returns and limit downside participation.

Mid Cap Value

Mid-cap, dividend-focused (HRMDX, HNMDX)

Seeks long-term appreciation by investing in mid-cap, dividend-paying companies

Heartland Advisors Mid-Cap Value Portfolio Management Team

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Value Plus

Small-cap, dividend-focused (HRVIX, HNVIX)

Invests in undervalued small companies and seeks to reduce volatility through strong balance sheets and dividends

Heartland Advisors Small-Cap Value Plus Portfolio Management Team

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Micro- and small-cap (HRTVX, HNTVX)

Pursues long-term capital appreciation by investing in micro- and small-cap companies

Heartland Advisors Small-Cap Value Portfolio Management Team

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©2024 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

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 40 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.

There is no assurance that dividend-paying stocks will mitigate volatility.

The Heartland Funds are distributed by ALPS Distributors, Inc.