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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 11,384.21 | 152.25 | 1.36% |
| NASDAQ | 2,294.44 | 51.12 | 2.28% |
| S&P 500 | 1,273.70 | 21.39 | 1.71% |
Mid-Cap Value
Average
| Prev. Nav 7/7/08 | 24.90 | |
|---|---|---|
| Current Offer | 25.22 | |
|
YTD Return 6/30/08
|
-2.45% | |
|
Total Assets
|
312.1 M |
| 52-Wk Low | 23.32 | |
|---|---|---|
| 52-Wk High | 32.82 | |
| Range | 9.50 |
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks whose current market prices, in Heartland Advisors' judgment, are undervalued relative to their intrinsic value. It holds a limited number (generally 40 to 60) of common stocks. Using a multi-cap approach, the Fund invests in companies of all sizes, although companies normally have market capitalizations in excess of $500 million at the time of purchase.
| Name | % of Total Fund Assets | |
|---|---|---|
| MDU Resources Group, Inc (MDU) | 2.91 % | |
| H (HRB) | 2.74 % | |
| Swift Energy Company (SFY) | 2.7 % | |
| Covidien, Ltd (COV) | 2.57 % | |
| Integrys Energy Group, Inc (TEG) | 2.49 % | |
| View All Holdings | ||
Mid-Cap Value
Average
