Mutual funds on the Select List are rigorously screened by Schwab experts based on such factors as risk, performance, and expenses.
MILWAUKEE, WI, August 08, 2017 /24-7PressRelease/ — Heartland Funds’ Value Plus Fund (HRVIX) chosen by Charles Schwab Investment Advisory (CSIA) to be on the 2017 Q3 Schwab Mutual Fund OneSource Select List[R].
Mutual funds on the Select List are rigorously screened by Schwab experts based on such factors as risk, performance, and expenses. Names selected are those that Schwab believes are most likely to outperform their peers over the next one to three years.
“We are honored to be chosen for inclusion on the Schwab Mutual Fund OneSource Select List[R], and view the addition as a testament to the team’s consistent application of our disciplined value approach,” said Will Nasgovitz, Chief Executive Officer of Heartland Advisors, Inc. “The Value Plus Fund is true to our roots of applying our 10 Principles of Value Investing[TM] in the evaluation and selection of attractively valued small-cap companies.”
The portfolio managers of the Fund use quantitative and qualitative analysis to identify businesses with attractive valuations, strong management and a catalyst for recognition. Additionally, the majority of companies in the portfolio pay dividends, which the team believes serves as a source of capital allocation discipline for company management. As of June 30, 2017, the Fund had more than $427 million in assets under management.
To learn more about the Heartland Value Plus Fund visit: heartlandadvisors.com.
About Heartland Funds
Heartland Funds is advised by Heartland Advisors, Inc. an independently owned Milwaukee-based firm established in 1983 and renowned as America’s Value Investor[R]. As of June 30, 2017, the firm managed approximately $1.8 billion for institutional and high net worth clients and the Heartland family of value-focused mutual funds. Each fund utilizes Heartland’s disciplined and time-tested 10 Principles of Value Investing[TM] to identify stocks with strong financial profiles and low prices relative to their earnings, cash flows and book values.
Past performance does not guarantee future results.
The Value Plus Fund invests in small companies that are generally less liquid and more volatile than large companies. The Fund also invests in a smaller number of stocks (generally 40 to 70) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Fund’s returns. Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
There is no guarantee that a particular investment strategy will be successful. Dividends are not guaranteed and a company’s future ability to pay dividends may be limited. A company currently paying dividends may cease paying dividends at any time. There is no assurance that dividend-paying stocks will mitigate volatility.
Heartland Advisors defines market cap ranges by the following indices: micro-cap by the Russell Microcap[R], small-cap by the Russell 2000[R], mid-cap by the Russell Midcap[R], large-cap by the Russell Top 200[R].
The Heartland Funds are distributed by, and Will Nasgovitz is a registered representatives of, ALPS Distributors, Inc. ALPS Distributors, Inc. is not affiliated with Heartland Advisors, Inc.
Mutual Fund OneSource Select List[R] is a registered mark of Charles Schwab & Co., Inc. and used with permission.
Any information provided by Heartland Funds should not be considered either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities, and Schwab makes no representations regarding Heartland Value Plus Fund content.
An investor should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the Funds’ prospectuses. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Please read the prospectuses carefully before investing.
Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in Schwab’s Mutual Fund OneSource[R] service for record keeping, shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
Charles Schwab Investment Advisory, Inc. (CSIA) is an affiliate of Charles Schwab & Co., Inc.
NOT FDIC INSURED – NOT BANK GUARANTEED – MAY LOSE VALUE
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