Forbes Mutual Fund Survey

Heartland ranked top-performing fund family
over past 20 years

We are pleased to share this news with you, as it is a testament to what we believe Heartland does best – long-term value investing.

In Forbes February 2, 2009 article, “Good Things, Small Packages,” Heartland was the top-performing fund family over the past 20 years. Taking into consideration performance, costs and service, this achievement “largely reflects the stellar results of one outstanding portfolio: the Heartland Value Fund,” according to Forbes. 

Read the article - "Good Things, Small Packages"
 

All information in the article is as of 2/2/09, as published by Forbes Magazine.

Forbes’ Fund Survey ranked 57 fund families with at least three U.S. equity funds, each holding a minimum of $25 million in assets, totaling 899 U.S. equity funds. The criteria for the survey included: 1) fund families’ composite stock market performance; 2) fund families’ 20-year average expenses and current expenses; and 3) quality of customer service based on a phone survey to 29 fund firms. Composite stock market performance is a weighted average of 20 one-year periods of all of the family’s U.S. equity funds in operation for that year.