HNSVX Heartland Select Value Fund Institutional Class

This is an open ended mutual fund. The investment seeks long-term capital appreciation. The fund invests primarily in a concentrated number (generally 40 to 60) of common stocks of all sizes, selected on a value basis and whose current market prices, in Heartland Advisors& 39 judgment, are undervalued relative to their intrinsic value. They normally have market capitalizations in excess of 500 million at the time of purchase.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Heartland Advisors, Inc.
Category1:  US Equity
Category2:  Broad market
Category3:  Mid cap
Morningstar category:  Mid-Cap Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     10/11/1996
Market cap:     $24,570,000
Current yield:     1.27%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  422352856
ISIN:    US4223528567
Investment style: Actively managed

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