Address And Details
|PO Box 177 , Denver, CO 80201-9971|
|Fund Manager||William Nasgovitz|
|Manager Tenure||37 Years 1 Months|
Strategy And Objective
Heartland Value Fund seeks long-term capital appreciation by investing in common stocks of companies with market capitalizations of less than $1.5 billion selected on a value basis.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||685.38 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$500|
|Timeframe||Average Annual Current Performance Monthly As Of 12/31/2021||Average Annual Current Performance Quarterly As Of 12/31/2021||Avg Annual Current Performance Monthly As Of 12/31/2021||Avg Annual Current Performance Quarterly As Of 12/31/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|CCS||CENTURY COMMUNITIES INC||2.97%|
|RDN||RADIAN GROUP INC||2.35%|
|STFC||STATE AUTO FINL CORP||2.11%|
|CWB||CANADIAN WESTERN BANK||2.00%|
|LINC||LINCOLN EDUCATIONAL SERVICES||1.80%|
|CCBG||CAPITAL CITY BANK GROUP INC||1.71%|
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