Designed to be an investor's core value holding.
Small company value stocks that pay dividends to potentially lower volatility.
Small and very small value stocks which have historically outperformed.
All of our Funds are focused on this same time-tested, value driven approach. We believe a value investing style is the most intelligent way to build our shareholders' wealth.
Each of these Funds has its own stated investment goals and is managed to meet those goals by our experienced teams of portfolio managers and analysts. To learn more about each Fund and how they might help you achieve your long-term financial goals, contact us today. We’ll be happy to talk to you.
Past performance does not guarantee future results. To obtain performance information current to the most recent month end, please visit the Funds' Returns pages of our website, or call 1-800-432-7856.
The Funds invest in small companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies. Value investments are subject to the risk that their intrinsic values may not be recognized by the broad market. The Select Value and Value Plus Funds also invest in a smaller number of stocks (generally 40 to 60 and 40 to 70, respectively) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns.
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Bill Nasgovitz, President and Portfolio Manager of the Heartland Value Fund, provides a compelling case for value investing in 8 different investing styles.
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