Heartland Value Profile

USD 0.26  0.63%

Heartland Value Summary

Heartland Value Investor [HRTVX] is traded in USA and was established on March 20, 2018. The fund is listed under Small Value category and is part of Heartland family. Heartland Value Investor currently has accumulated 763.9 M in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was 22.39%.
Check Heartland Value Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Heartland Value Investor Risk Profiles

Key Fundamentals

Heartland Value Against Markets

Current Ratings

Heartland Value 30 Days Performance Scores
Risk Adjusted
Performance Score (0 to 100)
Chance of
Financial Distress (0 to 100%)
< 1% 
Equity ratings for Heartland Value Investor 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 Investor
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressHeartland Group Inc789 N. Water St.Milwaukee, WI 53202
ExchangeNASDAQ Stock Exchange
Fund FamilyHeartland
Fund CategorySmall Value
Contact Number800 432 7856
CurrencyUSD - US Dollar

Diversify with Heartland Value Investor

Build Optimal Portfolios
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations when you add Heartland Value Investor to your portfolio


Explore Investment Opportunities
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas