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)
Past performance does not guarantee future results. Lipper, Inc., a Reuters company, is a nationally recognized organization that ranks the performance of mutual funds within a universe of funds that have similar investment objectives. Rankings are historical and are based on total return with capital gains and dividends reinvested. For the Since Inception, 10-, 5-, 3-, and 1-year periods, the Select Value Fund was ranked 2 of 60, 2 of 98, 10 of 238, 39 of 307 and 63 of 389 as of 12/31/08. As of 2/28/10, the Select Value Fund is ranked 1 of 50, 2 of 93, 1 of 209, 5 of 273 and 76 of 333 for the Since Inception, 10-, 5-, 3-, and 1-year periods, respectively. The Heartland Select Value Fund had a negative average annual return for the 3-year period as of 2/28/10. Lipper does not guarantee the accuracy of this information. Lipper rankings are not intended to predict future results.
The Heartland Select Value Fund was awarded the 2009 Lipper Fund Award in the Multi-Cap Value Fund category for the 3-, 5- and 10-year periods among 314, 244 and 101 funds for each respective time period, ended 12/31/08. The Fund Overall time periods are an equal weighted average of scores for the 3-, 5- and 10-year periods, if applicable. Lipper presents the award annually to one fund in each category that achieved the highest combined score of risk-adjusted returns and the strength of the Fund's performance trend relative to other funds in its category. Lipper Fund awards are not intended to predict future results, and Lipper does not guarantee the accuracy of this information.
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-based investments are subject to the risk that the broad market may not recognize their intrinsic values. 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.