The compounding interest theory is a mathematical concept and is not illustrative of any Heartland investment. The examples generated are hypothetical and are for illlustrative purposes only. It does not guarantee or predict how an investment will perform. It is an approximation of the effect of given rates of return and assumes a long-term investment horizon of greater than 20 years.
It is important to keep in mind that most investments, including mutual funds, do not grow at a steady rate and the compounding interest theory should only be used as a guide in setting long-term goals.
This is intended for general information only. The Heartland Funds do not offer tax advice. Please refer specific questions to a tax professional.
Past performance does not guarantee future results.
An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the Funds’ prospectus. To obtain a prospectus, please call 1-800-432-7856 or download it from our website. Please read the prospectus carefully before investing.
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