Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in common stocks of small companies with market capitalizations less than the largest companies in the Russell 2000 ® Value Index, and may invest a significant portion of its assets in micro-capitalization securities, generally those with market capitalizations of less than $500 million at the time of purchase.
Market Cap
The average market capitalization across the Heartland Value Institutional MF is 2.49B. The market cap for tickers in the group ranges from 325.22M to 8.34B. MHK holds the highest valuation in this group at 8.34B. The lowest valued company is LINC at 325.22M.
Volume
The average weekly volume growth across all stocks in the Heartland Value Institutional MF was -37%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 21%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 52
P/E Growth Rating: 32
Price Growth Rating: 44
SMR Rating: 53
Profit Risk Rating: 43
Seasonality Score: 15 (-100 ... +100)