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Heartland Value Fund Investor Class (HRTVX)

US Funds

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47.15 +0.01 +0.02%

20/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 626.96M

Type: Fund

Market: United States

Issuer: Heartland

Asset Class: Equity

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HRTVX Overview

Find basic information about the Heartland Value Fund Investor Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add HRTVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0.7%

Prev. Close47.14

Risk Rating

TTM Yield0.82%

ROE9.71%

IssuerHeartland

Turnover34%

ROA3.19%

Inception Date31044

Total Assets626.96M

Expenses1.06%

Min. Investment1,000

Market Cap1.44B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	908	891	1042	1228	2012	1788
Fund Return	-9.19%	-10.89%	4.22%	7.09%	15.01%	5.98%
Place in category	86	62	24	37	110	185
% in Category	25	17	9	10	30	54

Top Equity Funds by Heartland

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Heartland Value Plus Investor		166.55M	9.43	4.08	6.75
	Heartland Value Plus Institutional		101.01M	2.81	1.75	6.85

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	18.63B	-8.54	5.34	7.47
DFA US Small Cap Value I	15.04B	-13.08	5.08	6.98
DFA US Targeted Value I	12.73B	-11.45	5.42	7.54
Vanguard Small Cap Value Index I	5.66B	-8.54	5.35	7.48
Invesco SmallCapValue Y	3.9B	-10.90	12.68	10.36

Top Holdings

Name	ISIN	Weight %	Last	Change %
Lincoln Educational	US5335351004	2.84	21.440	+0.23%
Texas Capital	US88224Q1076	2.83	72.35	-3.98%
Capital City Bank	US1396741050	2.72	38.25	-1.34%
Barrett	US0684631080	2.55	41.60	-1.98%
i3 Verticals	US46571Y1073	2.38	25.06	-3.02%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Sell
Summary	Strong Buy	Strong Buy	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Heartland Value I.	47.15	+0.01	+0.02%