Ratings & Risk for Heartland Select Value (HRSVX)

Morningstar Category: Mid-Cap Value
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    		98
    5-Year High Average
    		73
    10-Year Above Average Average
    		35
    Overall Above Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 22.65 0.05 -0.08
    5-Year 18.84 0.62 0.24
    10-Year 18.11 0.92 0.45
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 96.40 1.04 10.89
    3-Year 91.67 1.11 6.75
    5-Year 89.90 1.12 5.98
    10-Year 74.09 0.96 10.58

    S&P 500 TR

    Trailing data as of 10/31/2009