Heartland Advisors, Inc., known as "America's Value Investor®," was formed by Bill Nasgovitz in 1983. The Firm now manages approximately $3.5 billion (as of June 30, 2010) for institutions, individual private accounts, a limited liability partnership, and the three distinct Heartland Funds.
Heartland is 100% employee owned and places strong emphasis on value investing and customer satisfaction. "Value investing is our asset management philosophy and our passion," summarizes Heartland president Bill Nasgovitz. "It's also our single-minded pursuit and commitment to our investors. We believe this discipline offers you the potential for higher returns with lower risk over time."
All of Heartland's portfolio managers are typically available to the media.
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Past performance does not guarantee future results. Value-based investments may be subject to the risk that the broad market may not recognize their intrinsic worth. An investment in the Funds involves risks, including loss of principal.
Dave Ribbens and Bill Nasgovitz are Registered Representatives of ALPS Distributors, Inc.
The Heartland Funds are distributed by ALPS Distributors, Inc. Separately managed accounts and related investment advisory services are provided by Heartland Advisors, a federally registered investment adviser. ALPS Distributors, Inc., is not affiliated with Heartland Advisors.
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. As of December 31, 2009, for the 10, 5, 3 and 1 year periods, the Fund was ranked 2 of 103, 1 of 218, 3 of 281 and 61 of 347. The Heartland Select Value Fund had a negative average annual return for the 3 year period as of December 31, 2009. As ofJune 30, 2010, for the 10, 5, 3 and 1-year periods, the Fund's Lipper numeric rankings were 2 of 92, 5 of 202, 21 of 266 and 44 of 323, respectively.
Heartland Select Value (HRSVX)
Heartland Select Value Fund has been awarded the Best Multi-Cap Value Fund over the 3- and 5-year periods.
The awards were earned based on Lipper's category of highest consistent return for each time period ending December 31, 2009, among 267 and 211 funds, respectively.
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Dave Ribbens 414-977-8709 dribbens@heartlandfunds.com Senior Vice President, Head of Distribution Heartland Advisors, Inc. 789 N. Water Street Milwaukee, WI 543202 Bio
For account related questions, please call Shareholder Services at 800-432-7856 between 8 a.m. and 7 p.m. CST, Monday through Friday.