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Heartland

Heartland Parent Rating

Average

Heartland has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Longevity at the firm has been impressive. Its five-year risk-adjusted success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Heartland has served investors well through its very competitive risk-adjusted performance, with an average five-year Morningstar Rating of 3.8 stars across its open-end and exchange-traded funds. Heartland has had high portfolio management turnover over the past five years compared with peers, detracting from its rating, as long-term stability tends to go together with positive results.

Heartland Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.65 Bil

Investment Flows (TTM)

−93.77 Mil

Asset Growth Rate (TTM)

−6.26%

# of Share Classes

6
Morningstar Rating # of Share Classes
0
2
2
2
0
Not Rated 0

Morningstar Mentions

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