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HNMDX Heartland Mid Cap Value Institutional Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Centene Corp (NYSE:CNC).

Industry description

The investment seeks long-term capital appreciation and modest current income. Under normal circumstances, at least 80% of the fund's net assets are invested in common stocks and other equity securities of mid-capitalization companies. It invests primarily in a concentrated number (generally 40 to 60) of mid-capitalization common stocks selected on a value basis and whose current market prices, in Heartland Advisors' judgment, are undervalued relative to their intrinsic value.

Market Cap

The average market capitalization across the Heartland Mid Cap Value Institutional MF is 21.33B. The market cap for tickers in the group ranges from 4.35B to 50.96B. PSA holds the highest valuation in this group at 50.96B. The lowest valued company is PRGO at 4.35B.

Volume

The average weekly volume growth across all stocks in the Heartland Mid Cap Value Institutional MF was 1%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 53
P/E Growth Rating: 56
Price Growth Rating: 39
SMR Rating: 56
Profit Risk Rating: 55
Seasonality Score: 47 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Heartland Group Inc789 N. Water St.Milwaukee
Phone
N/A
Web
www.heartlandfunds.com
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HNMDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HNMDX has been closely correlated with MVCAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if HNMDX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HNMDX
1D Price
Change %
HNMDX100%
N/A
MVCAX - HNMDX
93%
Closely correlated
+0.64%
VEVYX - HNMDX
85%
Closely correlated
N/A
VMVAX - HNMDX
80%
Closely correlated
+0.58%
VMVIX - HNMDX
79%
Closely correlated
+0.59%
JVMCX - HNMDX
75%
Closely correlated
+0.73%
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