Heartlandadvisors.com

Heartland Mid Cap Value Heartland Advisors

WebThe Heartland Mid Cap Value Strategy is designed to provide mid cap value exposure by investing in two distinct baskets of stocks (40-60 holdings), value and deep value. This …

Actived: 6 days ago

URL: https://www.heartlandadvisors.com/Products/Strategies/Heartland-Mid-Cap-Value-Strategy

Heartland Small Cap Value Heartland Advisors

WebThe Heartland Small Cap Value Strategy seeks long-term capital appreciation by investing in undervalued micro and small cap stocks. The Strategy utilizes Heartland’s 10 Principles …

Category: Health Go Health

Heartland Mid Cap Value Fund 1Q24 Portfolio Manager …

WebIn the prospectus dated 5/1/2024, the Net Fund Operating Expenses for the investor and institutional classes of the Mid Cap Value Fund are 1.10% and 0.85%, …

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Value Investing Portfolio Manager Colin McWey Heartland Advisors

WebColin McWey, CFA, is Vice President and Portfolio Manager for the Opportunistic Value Equity Strategy, as well as the Mid Cap Value Fund and its corresponding Mid Cap …

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Heartland Mid Cap Value Fund Heartland Advisors

WebTo obtain performance through the most recent month end, call 800-432-7856 or visit heartlandadvisors.com. In the prospectus dated 5/1/2024, the Net Fund Operating …

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Heartland Small Cap Value Plus Heartland Advisors

WebThe Heartland Value Plus Strategy seeks long-term capital appreciation by investing in a high-conviction portfolio (40-70 holdings) of undervalued small cap stocks with strong …

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Heartland Mid Cap Value Fund Portfolio Holdings

Web©2024 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | …

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Heartland Value Fund Holdings Heartland Advisors

Web©2024 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual …

Category: Health Go Health

Heartland Value Plus Fund Small-Cap Heartland Advisors

WebTo obtain performance through the most recent month end, call 800-432-7856 or visit heartlandadvisors.com. In the prospectus dated 5/1/2024, the Gross Fund Operating …

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Heartland Value Plus Fund Holdings Heartland Advisors

Web©2024 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | …

Category: Health Go Health

Heartland Opportunistic Value Equity Holdings Heartland Advisors

WebTicker Holding % of Account Industry; CNC: Centene Corporation: 4.41: Health Care Providers & Services: CASS: Cass Information Systems, Inc. 3.69: …

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Value Investing Site Log In Heartland Advisors

Web©2024 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual …

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Heartland Opportunistic Value Equity Heartland Advisors

WebThe Heartland Opportunistic Value Equity Strategy seeks long-term capital appreciation by dynamically investing in a high conviction portfolio (40-60 holdings) across market caps. …

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Heartland Funds Value Investing Tax Information Heartland …

WebTaxable ordinary income, qualified dividends, and capital gains distributions are reported on Form 1099-DIV. Forms 1099-DIVs will be mailed by January 31, 2024. You will not …

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Heartland Value Plus Fund Portfolio Commentary Heartland …

WebIn the prospectus dated 5/1/2023, the Gross Fund Operating Expenses for the investor and institutional class of the Value Plus Fund are 1.22% and 1.01%, …

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Heartland Mid Cap Value Fund Portfolio Commentary Heartland …

WebIn the prospectus dated 5/1/2024, the Net Fund Operating Expenses for the investor and institutional classes of the Mid Cap Value Fund are 1.10% and 0.85%, …

Category: Health Go Health

Heartland Mid Cap Value Manager Commentary Heartland Advisors

WebThe Mid Cap Value portfolio gained approximately 5.7% in the first quarter, lagging the Russell Midcap® Value Index, which was up 8.2%. Most of the …

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