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 4.35B. The market cap for tickers in the group ranges from 822.06M to 10.83B. SIMO holds the highest valuation in this group at 10.83B. The lowest valued company is CCBG at 822.06M.

Volume

The average weekly volume growth across all stocks in the Heartland Value Investor MF was 1%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 100%

Fundamental Analysis Ratings

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

Valuation Rating: 48

P/E Growth Rating: 38

Price Growth Rating: 45

SMR Rating: 66

Profit Risk Rating: 45

Seasonality Score: 35 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
IGAAX	50.32	0.20	+0.40%
American Funds Intl Gr and Inc A
PTMAX	24.41	N/A	N/A
PGIM Quant Solutions Large-Cap Cor Eq A
SEIRX	16.23	N/A	N/A
SEI Real Estate I (SIMT)
TSCSX	37.81	N/A	N/A
Thrivent Small Cap Stock S
PJEAX	17.72	N/A	N/A
PGIM US Real Estate A

HRTVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HRTVX has been closely correlated with SSGSX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if HRTVX jumps, then SSGSX could also see price increases.

Ticker / NAME	Correlation To HRTVX	1D Price Change %
HRTVX	100%	N/A
SSGSX - HRTVX	88% Closely correlated	N/A
UBVVX - HRTVX	87% Closely correlated	N/A
ASVRX - HRTVX	85% Closely correlated	N/A
DFFVX - HRTVX	83% Closely correlated	+0.19%
DFSVX - HRTVX	83% Closely correlated	+0.22%
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