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HRTVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$54.06
Change
-$0.74 (-1.35%)
Net Assets
807.73M

HRTVX Heartland Value Investor 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 Investor MF is 2.46B. The market cap for tickers in the group ranges from 325.22M to 8.34B. MHK holds the highest valuation in this group at 8.34B. The lowest valued company is LINC at 325.22M.

Volume

The average weekly volume growth across all stocks in the Heartland Value Investor MF was 35%. For the same stocks of the MF, the average monthly volume growth was 0% 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: 53
P/E Growth Rating: 31
Price Growth Rating: 46
SMR Rating: 55
Profit Risk Rating: 40
Seasonality Score: 3 (-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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HRTVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HRTVX has been closely correlated with VSIAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if HRTVX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HRTVX
1D Price
Change %
HRTVX100%
N/A
VSIAX - HRTVX
93%
Closely correlated
-1.22%
VSIIX - HRTVX
93%
Closely correlated
-1.22%
VISVX - HRTVX
93%
Closely correlated
-1.24%
SSGSX - HRTVX
88%
Closely correlated
N/A
ASVRX - HRTVX
85%
Closely correlated
-6.74%
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