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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 4.93B. The market cap for tickers in the group ranges from 882.28M to 17.2B. CG holds the highest valuation in this group at 17.2B. The lowest valued company is CCBG at 882.28M.

Volume

The average weekly volume growth across all stocks in the Heartland Value Institutional MF was 1%. For the same stocks of the MF, the average monthly volume growth was 306% and the average quarterly volume growth was 120%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 34
Price Growth Rating: 45
SMR Rating: 63
Profit Risk Rating: 55
Seasonality Score: -33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
Heartland Group Inc789 N. Water St.Milwaukee
Phone
N/A
Web
www.heartlandfunds.com
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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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HNTVX
1D Price
Change %
HNTVX100%
N/A
SSGSX - HNTVX
88%
Closely correlated
N/A
ASVRX - HNTVX
85%
Closely correlated
N/A
DFFVX - HNTVX
82%
Closely correlated
N/A
DFSVX - HNTVX
82%
Closely correlated
N/A
VISVX - HNTVX
81%
Closely correlated
N/A
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