HRVIX Heartland Value Plus Investor Forecast, Technical & Fundamental Analysis

Category SmallValue

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A.I.Advisor

published Highlights

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 Investor MF is 3.91B. The market cap for tickers in the group ranges from 295.09M to 8.34B. MHK holds the highest valuation in this group at 8.34B. The lowest valued company is PKE at 295.09M.

Volume

The average weekly volume growth across all stocks in the Heartland Value Plus Investor MF was 31%. For the same stocks of the MF, the average monthly volume growth was 138% and the average quarterly volume growth was 60%

Fundamental Analysis Ratings

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

Valuation Rating: 51

P/E Growth Rating: 46

Price Growth Rating: 54

SMR Rating: 52

Profit Risk Rating: 66

Seasonality Score: -1 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
DEMRX	21.86	0.36	+1.67%
Macquarie Emerging Markets R
RTIYX	10.47	0.12	+1.16%
Russell Inv Multifactor Intl Eq Y
MRJAX	10.07	N/A	N/A
Morgan Stanley Multi-Asset Real Return A
IBLLX	33.51	N/A	N/A
Transamerica Multi-Managed Balanced C
NSNCX	48.77	N/A	N/A
Neuberger Berman Small Cap Growth C

HRVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HRVIX has been closely correlated with VSIAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if HRVIX jumps, then VSIAX could also see price increases.

Ticker / NAME	Correlation To HRVIX	1D Price Change %
HRVIX	100%	N/A
VSIAX - HRVIX	95% Closely correlated	N/A
VISVX - HRVIX	95% Closely correlated	N/A
VSIIX - HRVIX	95% Closely correlated	N/A
SSGSX - HRVIX	91% Closely correlated	N/A
ASVRX - HRVIX	86% Closely correlated	+0.86%
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