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Heartland Value Plus Fund Insti Class Shs: (MF: HNVIX)

(NASDAQ Mutual Funds) As of Jun 10, 2025 08:00 PM ET

$33.07 USD

+0.28 (0.85%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Zacks Premium Research for HNVIX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Heartland Value Plus Instl HNVIX NA NA 2.00 0.00 0.70 0.94

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Heartland Value Plus Fund Inv HRVIX 33.31 10/26/1993 0.52 -7.22 -2.43 6.67
Heartland Value Plus Fund Instl HNVIX 33.07 5/2/2008 0.85 -6.97 -2.18 6.94

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Heartland Value Plus Instl HNVIX 500000 100 500000 A

Contact Information

Family Heartland
Address PO Box 177
Denver, CO 80201-9971
Phone 800 432-7856