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WE ADD A NEW MID-CAP FUND
Kiplinger's Personal Finance
|November 2025
KIPLINGER 25 UPDATE
EARLIER this year, we put Heartland Mid Cap Value on watch in the Kiplinger 25, the list of our favorite active, no-load mutual funds. The fund had a disappointing turn in 2024, when it lagged 97% of its peers, which focus on midsize-company stocks trading at a discount. Its fortunes haven't changed. Over the first eight months of 2025, Heartland lagged 95% of midsize-company value funds.
This story is from the November 2025 edition of Kiplinger's Personal Finance.
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