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, 2011, for the 10, 5, 3 and 1-year periods, the Select Value Fund's Lipper numeric rankings were 16 of 114, 12 of 219, 104 of 263 and 244 of 309, respectively. As of December 31, 2010, for the 10, 5, 3 and 1 year periods, the Select Value Fund was ranked 2 of 102, 5 of 244, 10 of 288 and 112 of 345.
Heartland Select Value (HRSVX)
Lipper has named the Select Value Fund the "best out of 240 multi-cap value funds for the five-year period" ending December 31, 2010. The awards program honors funds that "have demonstrated consistently strong risk-adjusted returns compared with peers," according to Lipper.
We believe this achievement demonstrates why the Select Value Fund is a great core holding. Consider putting this historical strength to work in your account today!
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