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Heartland Value Plus Institutional HNVIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Heartland Investment Hub

Morningstar’s Analysis HNVIX

Will HNVIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HNVIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HNVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HNVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Heartland Value Plus Institutional's recent fee hike and lowered Process Pillar rating result in a fallto this strategy's Morningstar Medalist Rating to Neutral from Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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