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HNTVX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
654.95M

HNTVX Heartland Value Institutional Forecast, Technical & Fundamental Analysis

Category SmallValue
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 3.92B. The market cap for tickers in the group ranges from 299.48M to 7.51B. NOV holds the highest valuation in this group at 7.51B. The lowest valued company is LINC at 299.48M.

Volume

The average weekly volume growth across all stocks in the Heartland Value Institutional MF was 3%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 41
Price Growth Rating: 50
SMR Rating: 63
Profit Risk Rating: 63
Seasonality Score: -4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
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

Correlation & Price change

A.I.dvisor indicates that over the last year, HNTVX has been closely correlated with VSIAX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if HNTVX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HNTVX
1D Price
Change %
HNTVX100%
-0.20%
VSIAX - HNTVX
84%
Closely correlated
-0.11%
VISVX - HNTVX
84%
Closely correlated
-0.10%
VSIIX - HNTVX
83%
Closely correlated
-0.13%
DFFVX - HNTVX
78%
Closely correlated
-0.35%
DFSVX - HNTVX
77%
Closely correlated
-0.34%
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