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 4.35B. The market cap for tickers in the group ranges from 273.94M to 8.34B. MHK holds the highest valuation in this group at 8.34B. The lowest valued company is PKE at 273.94M.
Volume
The average weekly volume growth across all stocks in the Heartland Value Plus Institutional MF was 39%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 44%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 100
Price Growth Rating: 58
SMR Rating: 100
Profit Risk Rating: 54
Seasonality Score: 13 (-100 ... +100)