Advertisement
Skip to Content

Heartland Value Plus Institutional HNVIX

Quantitative rating as of | See Heartland Investment Hub
  • NAV / 1-Day Return 39.81  /  0.30 %
  • Total Assets 494.1 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.72%
  • Turnover 58%

Morningstar’s Analysis HNVIX

Will HNVIX outperform in future?

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

Summary

|

Heartland Value Plus Institutional’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor