Industry description
The investment seeks long-term capital appreciation and modest current income.
The fund invests primarily in a concentrated number (generally 40 to 70) of small-capitalization common stocks selected on a value basis. A majority of its assets are generally invested in dividend-paying common stocks. It primarily invests in companies with market capitalizations consistent with the capitalization range of the Russell 2000® Value Index.
Market Cap
The average market capitalization across the Heartland Value Plus Institutional MF is 3.91B. The market cap for tickers in the group ranges from 292.3M to 8.34B. MHK holds the highest valuation in this group at 8.34B. The lowest valued company is PKE at 292.3M.
Volume
The average weekly volume growth across all stocks in the Heartland Value Plus Institutional MF was -7%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 94%
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: 43
Price Growth Rating: 55
SMR Rating: 52
Profit Risk Rating: 65
Seasonality Score: -13 (-100 ... +100)