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HRVIX Heartland Value Plus Investor Forecast, Technical & Fundamental Analysis

Category SmallValue
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 293.64M to 8.34B. MHK holds the highest valuation in this group at 8.34B. The lowest valued company is PKE at 293.64M.

Volume

The average weekly volume growth across all stocks in the Heartland Value Plus Investor MF was -36%. For the same stocks of the MF, the average monthly volume growth was -8% 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: 54
P/E Growth Rating: 46
Price Growth Rating: 50
SMR Rating: 50
Profit Risk Rating: 56
Seasonality Score: 29 (-100 ... +100)
View a ticker or compare two or three
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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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HSMVX14.44-0.06
-0.41%
Hartford Small Cap Value R6
AQEAX16.47-0.19
-1.14%
Columbia Disciplined Core A
FCNIX51.88-0.61
-1.16%
Fidelity Advisor Consumer Discret I
UIVNX12.31-0.20
-1.60%
MFS Intrinsic Value R2
VRMGX63.91-1.32
-2.02%
Virtus KAR Mid-Cap Growth R6

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 96% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HRVIX
1D Price
Change %
HRVIX100%
-0.99%
VSIAX - HRVIX
96%
Closely correlated
-0.67%
VISVX - HRVIX
96%
Closely correlated
-0.68%
VSIIX - HRVIX
96%
Closely correlated
-0.68%
SSGSX - HRVIX
91%
Closely correlated
-1.01%
ASVRX - HRVIX
86%
Closely correlated
-0.71%
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