Heartland Value Profile

42.59
USD 0.11  0.26%
78%

Heartland Value Summary

Heartland Value Institutional [HNTVX] is traded in USA and was established on April 23, 2018. The fund is listed under Small Value category and is part of Heartland family. Heartland Value Institutional currently has accumulated 770.94 M in assets under management (AUM) with minimum initial investment of 500 K. , while the total return for the last 3 years was 22.63%.
Check Heartland Value Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Target Price Odds Analysis

Below OddsHorizonTargetAbove Odds
roughly 97.0%30 days 42.59  under 4%
Based on normal probability distribution, the odds of Heartland Value to move above current price in 30 days from now is under 4% (This Heartland Value Institutional probability density function shows the probability of Heartland Value Fund to fall within a particular range of prices over 30 days) .

Heartland Value Inst Risk Profiles

Key Fundamentals

Heartland Value Against Markets

Current Ratings

Heartland Value 30 Days Performance Scores
Risk Adjusted
Performance Score (0 to 100)
3 
Chance of
Financial Distress (0 to 100%)
< 1% 
Equity ratings for Heartland Value Institutional are calculated dynamically based on Macroaxis scoring framework. Click here to learn more
The fund invests primarily in common stocks of small companies with market capitalizations of less than 2 billion selected on a value basis, and may invest a significant portion of its assets in micro-capitalization securities, generally, those with market capitalizations of less than 300 million at the time of purchase. Heartland Value is traded on NASDAQ Stock Exchange in USA. more
NameHeartland Value Institutional
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressHeartland Group Inc789 N. Water St.Milwaukee, WI 53202
ExchangeNASDAQ Stock Exchange
Fund FamilyHeartland
Fund CategorySmall Value
BenchmarkDOW
Contact Number800 432 7856
CurrencyUSD - US Dollar

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