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.
- NAV / 1-Day Return 38.79 / 0.08 %
- Total Assets 460.5 Mil
Adj. Expense Ratio
- 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.