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Funds
Mutual Funds List
Annual Returns
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Heartland
(3 funds with 6 classes )
3 Years
5 Years
10 Years
All Years
Category
Fund Name
Class
Net Assets ($ M)*
2025
2024
2023
Mid-Cap-Value
Heartland Mid Cap Value Fund
+
Institutional Class Shares
304
-8
-2.2
11.3
Small-Cap-Value
Heartland Value Fund
+
Institutional Class Shares
755
-9.5
6.5
11.1
Small-Cap-Value
Heartland Value Plus Fund
+
Institutional Class Shares
525
-18
-3.2
0.4
Mid-Cap-Value
Heartland Mid Cap Value Fund
Investor Class Shares
304
0.7
-2.2
11.2
Small-Cap-Value
Heartland Value Fund
Investor Class Shares
755
-3.9
6.2
10.9
Small-Cap-Value
Heartland Value Plus Fund
Investor Class Shares
525
-2.1
-3.2
0.4
* Net Assets include for all classes
