HNTVX Heartland Value Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Value

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A.I.Advisor

published Highlights

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 4.13B. The market cap for tickers in the group ranges from 701.01M to 14.29B. CG holds the highest valuation in this group at 14.29B. The lowest valued company is CASS at 701.01M.

Volume

The average weekly volume growth across all stocks in the Heartland Value Institutional MF was -4%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

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

Valuation Rating: 58

P/E Growth Rating: 38

Price Growth Rating: 50

SMR Rating: 60

Profit Risk Rating: 55

Seasonality Score: -32 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

	1 Day
HDDVX	21.52	0.25	+1.18%
Janus Henderson International Div D
CIICX	50.31	0.56	+1.13%
American Funds Intl Gr and Inc 529-C
MELIX	18.24	N/A	N/A
Morgan Stanley Inst EMkts Ldrs I
IRLIX	49.29	N/A	N/A
Voya Russell Large Cap Index Port A
PAAEX	18.11	N/A	N/A
Franklin Dynamic Asset Allocation Bal R6

HNTVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HNTVX has been closely correlated with SSGSX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if HNTVX jumps, then SSGSX could also see price increases.

Ticker / NAME	Correlation To HNTVX	1D Price Change %
HNTVX	100%	N/A
SSGSX - HNTVX	88% Closely correlated	N/A
ASVRX - HNTVX	85% Closely correlated	N/A
VSCAX - HNTVX	81% Closely correlated	N/A
VISVX - HNTVX	79% Closely correlated	N/A
VSIIX - HNTVX	79% Closely correlated	N/A
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