We do in-depth research before we invest – so can you.
Dollar Cost Averaging: Can Averaging into the Market Improve Your Returns? Helpful Hints on Cost Basis Calculations 2010 Traditional to Roth IRA Conversion: An Opportunity to Consider? Have You Reviewed Your Beneficiary Designations Lately? A Gift for Generations: Advantages of Tax-free Gifting The Rule of 72 Investing for Retirement Webinars: Starting Early: Roth IRAs and the Power of Compounding The 2010 Roth IRA Advantage: How to Make the Most of Your Retirement Accounts Investment vs. Investor Returns: How to Take Home Your Funds' Results
Account Application IRA Application Coverdell ESA Application
Account Maintenance Form IRA Account Maintenance Form Change of Registration Form Guidelines - Change of Registration IRA Distribution Form IRA Transfer/Rollover Form Coverdell ESA Transfer/Rollover Form Redemption Request Form
Heartland Funds Prospectus, 5/1/10 Statement of Additional Information (SAI), 5/1/10 - Supplement dated 5/17/10 to the SAI dated 5/1/10 - Supplement dated 8/16/10 to the SAI dated 5/1/10
Semiannual Report, 6/30/10 Annual Report, 12/31/09
1st Quarter Schedule of Portfolio Holdings, 3/31/10 3rd Quarter Schedule of Portfolio Holdings, 9/30/09
How to Invest in the Heartland Funds How to Sign up for E-Delivery Corporate Transparency Proxy Voting Record & Policy Form N-PX (Annual Report of Proxy Voting Record) Tax Information Heartland Funds Privacy Policy Heartland Advisors' Business Conduct Rules Form ADV
Audit Committee Charter Nominating Committee Charter
Past performance does not guarantee future results. Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market. An investment in the Funds involves risks, including loss of principal.
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