HRVIX Heartland Value Plus Investor Forecast, Technical & Fundamental Analysis

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 262.89M to 8.34B. MHK holds the highest valuation in this group at 8.34B. The lowest valued company is PKE at 262.89M.

Volume

The average weekly volume growth across all stocks in the Heartland Value Plus Investor MF was 18%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 75%

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: 48

Price Growth Rating: 56

SMR Rating: 52

Profit Risk Rating: 57

Seasonality Score: -5 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
MEFAX	15.49	N/A	N/A
MassMutual Mid Cap Growth A
BSVKX	10.90	N/A	N/A
BlackRock Sustainable US Value Eq K
POGSX	88.49	-0.01	-0.01%
Pin Oak Equity
HRCPX	56.66	-0.13	-0.23%
Carillon ClariVest Capital Apprec A
IRGFX	22.87	-0.07	-0.31%
Delaware Ivy Small 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.

Ticker / NAME	Correlation To HRVIX	1D Price Change %
HRVIX	100%	-1.21%
VSIAX - HRVIX	96% Closely correlated	-0.85%
VISVX - HRVIX	96% Closely correlated	-0.85%
VSIIX - HRVIX	95% Closely correlated	-0.87%
DFFVX - HRVIX	80% Closely correlated	-1.31%
DFSVX - HRVIX	80% Closely correlated	-1.36%
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