Select Value Fund Receives 2012 Lipper Award

For the sixth consecutive year, the Heartland Select Value Fund (HRSVX) has received a Lipper Award for industry-leading risk-adjusted returns.

The Fund was honored as #1 in the Multi-Cap Value Fund category for the 10-year period that ended December 31, 2011 (out of 113 funds). It is the sixth time the Fund has received a Lipper Award over a 3-, 5- or 10-year period.

“We think part of what makes Heartland special is our disciplined application of value investing principles, consistently over time. Therefore, it’s a huge honor to be recognized as a performance leader over a 10-year time period," said Senior Vice President and Head of Distribution Dave Ribbens.

Co-managed in 2011 by David Fondrie, Will Nasgovitz, Ted Baszler and Hugh Denison, the Select Value Fund is a true multi-cap stock fund designed as a core equity holding. Small-, mid- and large-cap market capitalizations are always represented in the Fund.

“To us, what’s especially gratifying about this 10-year award is how it speaks to the success of a true multi-cap approach over time. In the Select Value Fund, we can zero in on the best opportunities irrespective of market capitalization ranges. We think that’s a powerful advantage," said Will.

Like each of the Heartland Funds, the Select Value Fund is managed based on Heartland’s 10 Principles of Value Investing™, which have guided Heartland’s investment philosophy since its founding more than 25 years ago.

Lipper’s Annual Awards

Lipper Awards are an annual tradition in the global fund industry. They recognize the world's top-performing funds in 21 countries.

Awards are given in most individual classifications for the 3-, 5- and 10-year periods. They recognize consistent outperformance of individual funds and of fund companies. Winning funds demonstrate consistently strong, risk-adjusted returns compared to peers.

Founded in 1973, Lipper's fund data and analysis reaches millions of investors everyday through newspapers, financial publications and the Internet. Lipper is recognized as the preeminent source for unbiased comparisons of fund performance and management in the United States.
 

 

Past performance does not guarantee future results.

In addition to stocks of large companies, the Select Value Fund invests in small and mid-sized companies that are generally less liquid than large companies. Value investments are subject to the risk that their intrinsic values may not be recognized by the broad market. The Fund also invests in a smaller number of stocks (generally 40 to 60) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Fund's returns.

Annually, Lipper, an independent monitor of mutual funds, determines the fund classification winner over 3, 5 and 10 years based on the highest Lipper Leader for Consistent Return value within each eligible classification. Consistent Return reflects funds' historic returns, adjusted for volatility, relative to peers and relies on monthly data.

Lipper does not guarantee the accuracy of this information. Lipper numeric rankings are based on total returns. As of April 30, 2012, the Select Value Fund's Lipper numeric rankings were 18 of 110, 26 of 221, 94 of 251 and 233 of 302 for the 10-, 5-, 3- and 1-year periods, respectively, and the Fund experienced a negative return for the 1-year period. As of December 31, 2011, the Select Value Fund was ranked 16 of 114, 12 of 219, 104 of 263 and 244 of 309 for the 10-, 5-, 3- and 1-year periods, respectively, and the Fund experienced a negative return for the 1-year period.

The above individuals are Registered Representatives of ALPS Distributors, Inc.

© 2012 Heartland Funds
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The Heartland Funds are distributed by ALPS Distributors, Inc.
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