Ted Baszler, CPA, CFA, Vice President and Portfolio Manager, joined Heartland in 1994 as a Senior Mutual Fund Accountant. He joined Heartland’s investment department in 2000 and was subsequently promoted to portfolio manager in 2001. Currently, he is a manager on the Select Value Fund investment team. Ted is a Certified Public Accountant, a CFA charterholder and received a BBA in accounting from the University of Wisconsin – Whitewater. He is a member of the Bay View Historical Society. Ted is an avid runner, biker and swimmer who recently completed the Door County Half Ironman Triathlon. In his spare time, Ted enjoys camping and the outdoors with his family.
The above individual is a Registered Representative of ALPS Distributors, Inc.
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Annually, Lipper, an independent monitor of mutual funds, determines the fund classification winner over 3, 5 and 10 years based on the highest Lipper Leader for Consistent Return value within each eligible classification. Consistent Return reflects funds' historic returns, adjusted for volatility, relative to peers and relies on monthly data.
Lipper does not guarantee the accuracy of this information. As of December 31, 2009, for the 10, 5, 3 and 1 year periods, the Fund was ranked 2 of 103, 1 of 218, 3 of 281 and 61 of 347. The Heartland Select Value Fund had a negative average annual return for the 3 year period as of December 31, 2009. As of August 31, 2010, for the 10, 5, 3 and 1-year periods, the Fund's Lipper numeric rankings were 1 of 94, 6 of 220, 22 of 287 and 81 of 343, respectively.
Heartland Select Value (HRSVX)
Heartland Select Value Fund has been awarded the Best Multi-Cap Value Fund over the 3- and 5-year periods.
The awards were earned based on Lipper's category of highest consistent return for each time period ending December 31, 2009, among 267 and 211 funds, respectively.
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