MENU
+Compare
HNVIX
Mutual Fund ticker: NASDAQ
AS OF
Jul 3 closing price
Price
$34.44
Change
+$0.15 (+0.44%)
Net Assets
277.36M

HNVIX Heartland Value Plus Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation and modest current income... Show more

Category: #Small Value
Interact to see
Advertisement
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 Institutional MF is 4.35B. The market cap for tickers in the group ranges from 305.3M to 8.34B. MHK holds the highest valuation in this group at 8.34B. The lowest valued company is PKE at 305.3M.

Volume

The average weekly volume growth across all stocks in the Heartland Value Plus Institutional MF was -54%. For the same stocks of the MF, the average monthly volume growth was -59% and the average quarterly volume growth was -17%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 55
Price Growth Rating: 49
SMR Rating: 53
Profit Risk Rating: 57
Seasonality Score: 28 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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 %
FAGKX76.601.06
+1.40%
Fidelity Growth Strategies K
NSMVX40.990.37
+0.91%
North Star Micro Cap I
HSRUX26.270.23
+0.88%
Carillon Eagle Small Cap Growth R6
CWIAX71.270.45
+0.64%
American Funds Capital World Gr&Inc 529A
HMVUX16.110.08
+0.50%
Hartford MidCap Value R6

HNVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HNVIX has been closely correlated with VISVX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if HNVIX jumps, then VISVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HNVIX
1D Price
Change %
HNVIX100%
+0.44%
VISVX - HNVIX
97%
Closely correlated
+0.50%
VSIAX - HNVIX
97%
Closely correlated
+0.50%
VSIIX - HNVIX
97%
Closely correlated
+0.50%
SSGSX - HNVIX
92%
Closely correlated
+0.62%
DFSVX - HNVIX
83%
Closely correlated
+0.52%
More