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Heartland Value Plus Investor HRVIX

Quantitative rating as of
  • NAV / 1-Day Return 38.79  /  0.08 %
  • Total Assets 460.5 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.47%
  • Turnover 58%

Morningstar’s Analysis HRVIX

Will HRVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Heartland Value Plus Investor's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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