Heartland Value Mutual Fund Money Managers
| HRTVX Fund | USD 44.71 0.26 0.58% |
Break down of Heartland Value's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Heartland Value's future under-performance.
| Eric Miller Executive Fund Manager |
| More |
Heartland |
Heartland Value Net Asset Comparison
Heartland Value Fund is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 9.89 Billion. Heartland Value holds roughly 663.37 Million in net asset claiming about 7% of funds listed under Small Value category.
Heartland Value Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Heartland Value Price Series Summation is a cross summation of Heartland Value price series and its benchmark/peer.
Heartland Value Stakeholder
| Eric Miller | Fund Manager | Profile |
About Heartland Value Management Performance
The success or failure of an entity such as Heartland Value often depends on how effective the management is. Heartland Value management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Heartland management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Heartland management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests primarily in common stocks of small companies with market capitalizations less than the largest companies in the Russell 2000 Value Index, and may invest a significant portion of its assets in micro-capitalization securities, generally those with market capitalizations of less than 500 million at the time of purchase.
Please note that past performance is not an indicator of the future performance of Heartland Value, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Heartland Value Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.