Heartland Group, Inc. - Heartland Value Fund(NASDAQMUTFUND) HNTVX

Heartland Value Fund Insti Class Shs focuses on investing in common stocks of smaller companies, particularly those with market capitalizations below the largest constituents of the Russell 2000® Value Index. The fund also allocates a significant portion of its portfolio to micro-capitalization securities, typically valued under $500 million at acquisition.

Products and Services

• Investment in common stocks of smaller companies
• Focus on micro-capitalization securities
• Active management strategy to identify undervalued stocks

Growth Outlook

• Market capitalization focus allows for potential high growth opportunities
• Investment strategy targets undervalued stocks in various sectors
• Strong historical performance in fluctuating market conditions

Financial Highlights

• Recent dividend yield of 7.23% indicates strong income potential
• Current stock price range between $51.66 and $67.17 shows stability
• Trailing twelve months dividend per share of $4.7987 reflects consistent returns

Heartland Value Fund Insti Class Shs operates within the asset management industry, emphasizing a disciplined investment approach. The fund's strategy of targeting smaller and micro-cap companies positions it to capitalize on growth opportunities often overlooked by larger funds. The recent dividend yield of 7.23% highlights the fund's commitment to providing income to investors, while the stable stock price range suggests resilience in various market conditions. Overall, the fund's focus on undervalued stocks and active management strategy may appeal to investors seeking growth and income in their portfolios.