Heartland Value Plus Fund Institutional Class (HNVIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -1.64% | -0.52% | -1.11% |
Year-to-Date | -5.01% | -3.32% | -1.69% |
1 Year | -1.25% | 0.00% | -1.25% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
37%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 37% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.84%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,065
Real cost (fees + lost compounding)
$1,318
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
94%
Return in excess of styles
(over past year)
-0.36%