Heartland Value Plus Fund Investor Class (HRVIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.41% | 1.21% | 0.20% |
Year-to-Date | -2.73% | -2.61% | -0.12% |
1 Year | -1.02% | 0.00% | -1.02% |
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
- 1.14%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,424
Real cost (fees + lost compounding)
$1,765
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
94%
Return in excess of styles
(over past year)
-0.58%