Heartland Select Value Fund Named 2009 Best Multi-Cap Value Fund over three time frames — 3, 5, and 10 years (among 314, 244 and 101 peers as of 12/31/08)
Based on Lipper's category of the highest Consistent Return for the respective time periods ending 12/31/08. Learn more...
On April 2, Lipper, Inc. awarded the Heartland Select Value Fund the Best Multi-Cap Value Fund over all three time frames — 3, 5, and 10 years. The awards were earned based on Lipper's category of highest Consistent Return for each time period ending December 31, 2008, among 314, 244 and 101 funds, respectively.*
"This triple win across all three time periods demonstrates the strength and consistency of Heartland's investment process in a variety of market environments," said Dave Fondrie, co-portfolio manager of the Select Value Fund. "The Fund focuses on our very best ideas regardless of market capitalization, and this approach has served shareholders well over the short- and long-term."
This year also marks the third consecutive year the Select Value Fund has been awarded Best Multi-Cap Value Fund by Lipper over the 10-year time period for its risk-adjusted total return (out of 85 funds in 2007 for the period ending December 31, 2006 and 93 funds in 2008 for the period ending December 31, 2007).
Annually, Lipper, an independent monitor of mutual funds, awards the top rated fund from each Lipper classification that achieved the highest Consistent Return scores. A fund's Consistent Return score evaluates its risk-adjusted returns, measured in local currency, relative to peers, for the 3-, 5-, and 10-year periods, as well as overall. However, awards are earned on 3-, 5- and 10-year periods.
Past performance does not guarantee future results. Lipper, Inc., a Reuters company, is a nationally recognized organization that ranks the performance of mutual funds within a universe of funds that have similar investment objectives. Rankings are historical and are based on total return with capital gains and dividends reinvested. For the Since Inception, 10-, 5-, 3-, and 1-year periods, the Select Value Fund was ranked 2 of 60, 2 of 98, 10 of 238, 39 of 307 and 63 of 389 as of 12/31/08. As of 1/31/10, the Select Value Fund is ranked 1 of 50, 2 of 103, 2 of 219, 6 of 284 and 73 of 349 for the Since Inception, 10-, 5-, 3-, and 1-year periods, respectively. The Heartland Select Value Fund had a negative average annual return for the 3-year period as of 12/31/09. Lipper does not guarantee the accuracy of this information. Lipper rankings arenot intended to predict ruture results.
The Heartland Select Value Fund was awarded the 2009 Lipper Fund Award in the Multi-Cap Value Fund category for the 3-, 5- and 10-year periods among 314, 244 and 101 funds for each respective time period, ended 12/31/08. The Fund Overall time periods are an equal weighted average of scores for the 3-, 5- and 10-year periods, if applicable. Lipper presents the award annually to one fund in each category that achieved the highest combined score of risk-adjusted returns and the strength of the Fund's performance trend relative to other funds in its category. Lipper Fund awards are not intended to predict future results, and Lipper does not guarantee the accuracy of this information.
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