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"We are proud to be part of the Forbes Honor Roll which recognizes funds committed to long-term investor success," said Bill Nasgovitz, Chairman, Chief Investment Officer, and Portfolio Manager.
MILWAUKEE, WI, June 09, 2014 /24-7PressRelease/ -- Heartland Advisors today announced that its flagship mutual fund, the Heartland Value Fund, was named to the Forbes 2014 Mutual Fund Honor Roll. Forbes evaluates funds based on their performance relative to other funds in both up and down markets.
"We are proud to be part of the Forbes Honor Roll which recognizes funds committed to long-term investor success," said Bill Nasgovitz, Chairman, Chief Investment Officer, and Portfolio Manager. "We've stayed committed to our principles of value investing over 30 years in both bull and bear markets."
In its May 26th issue, Forbes named eleven funds to its Honor Roll noting, "These U.S. stock funds have done well (compared with other funds) in both bear and bull markets over two market cycles going back to August 2000."
Heartland Value Fund will celebrate its 30th year in 2014. The Fund pursues capital appreciation by investing in micro- and small-cap companies. It is co-managed by Bill Nasgovitz and Bradford A. Evans, CFA. For more information about the Fund, visit www.heartlandfunds.com/individual-investors/Value-Mutual-Funds/Heartland-Value-Fund.htm.
Established in 1983, Heartland Advisors, Inc. is an independently owned equity value investment manager based in Milwaukee, Wisconsin. As of March 31, 2014, the Firm managed approximately $6.0 billion. The Heartland family of value-driven, actively managed portfolios includes distinct U.S. and international strategies, offered through five separately managed account portfolios and four mutual funds: Heartland Value Fund (Investor: HRTVX), Heartland Value Plus Fund (Investor: HRVIX), Heartland Select Value Fund (Investor: HRSVX), and Heartland International Value Fund (HINVX).
Learn more at www.heartlandadvisors.com.
Forbes selected funds that are open to new investors. Performance was evaluated compared to other funds in up and down markets over at least two market cycles going back to August 2000. In addition the same manager must have been in place for at least 10 years and the fund cannot be a sector fund. An Honor Roll fund must have turned a $10,000 investment in August 2000 into at least $35,000, net of the sales fee.
Commissions are not taken into account in the up and down market performance grade. The Honor Roll designation is not intended to constitute investment advice or predict future results, and Forbes does not guarantee the accuracy of this information.
An investor should consider the Funds' investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the Funds' prospectuses. To obtain a prospectus, please call 800-432-7856 or visit www.heartlandfunds.com. Please read the prospectuses carefully before investing.
Past performance does not guarantee future results.
The Fund invests primarily in small companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies. Value Investments are subject to the risk that their intrinsic values may not be recognized by the broad market.
The value of the Fund's investments will vary from day to day in response to the activities of individual companies and general market and economic conditions, which may cause loss of principal. The inception date of the Heartland Value Fund is 12/28/1984. The Heartland Funds are distributed by ALPS Distributors, Inc. The above individuals are registered representatives of ALPS Distributors, Inc.
Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc. is not affiliated with Heartland Advisors, Inc.
CFA is a trademark owned by the CFA Institute.
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