Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Heartland Mutual Funds
View all of Heartland’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Heartland Funds List
Share Class Type
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Heartland Mid Cap Value Institutional | HNMDX | Mid-Cap Value | 3.97% | 83 | 0.850% | Average | Institutional | $500,000 | ||
| Heartland Mid Cap Value Investor | HRMDX | Mid-Cap Value | 3.63% | 84 | 1.100% | Above Average | No Load | $1,000 | ||
| Heartland Value Institutional | HNTVX | Small Value | 4.52% | 24 | 0.890% | Average | Institutional | $500,000 | ||
| Heartland Value Investor | HRTVX | Small Value | 4.42% | 30 | 1.070% | Average | No Load | $1,000 | ||
| Heartland Value Plus Institutional | HNVIX | Small Value | −1.31% | 95 | 0.920% | Above Average | Institutional | $500,000 | ||
| Heartland Value Plus Investor | HRVIX | Small Value | −1.40% | 97 | 1.180% | Above Average | No Load | $1,000 |
Heartland Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank