HRTVX Heartland Value Investor 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 Investor MF is 2.99B. 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 79%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 224%

Fundamental Analysis Ratings

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

Valuation Rating: 56

P/E Growth Rating: 34

Price Growth Rating: 63

SMR Rating: 57

Profit Risk Rating: 39

Seasonality Score: 30 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
GSISX	26.51	N/A	N/A
Goldman Sachs International Eq ESG Svc
AAAGX	14.50	N/A	N/A
Thrivent Large Cap Growth A
MDVYX	8.84	N/A	N/A
MassMutual Diversified Value Svc
AGCLX	14.97	N/A	N/A
American Century Global Small Cap A
GSINX	19.31	N/A	N/A
Goldman Sachs GQG Ptnrs Intl Opps Inv

HRTVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HRTVX has been closely correlated with VISVX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if HRTVX jumps, then VISVX could also see price increases.

Ticker / NAME	Correlation To HRTVX	1D Price Change %
HRTVX	100%	N/A
VISVX - HRTVX	90% Closely correlated	N/A
VSIAX - HRTVX	90% Closely correlated	N/A
VSIIX - HRTVX	90% Closely correlated	N/A
SSGSX - HRTVX	88% Closely correlated	N/A
ASVRX - HRTVX	85% Closely correlated	N/A
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