Join David Fondrie, co-portfolio manager of the Heartland Select Value Fund as he speaks on:
Watch the webinar replay of the Select Value Fund presentation.
Download a copy of the presentation. ( pdf)
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.
In addition to stocks of large companies, the Select Value Fund invests in small and mid-sized companies that are generally less liquid than large companies. Value investments are subject to the risk that their intrinsic values may not be recognized by the broad market. The Fund also invests in a smaller number of stocks (generally 40 to 60) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Fund's returns.
The above individual is a Registered Representative of ALPS Distributors, Inc.