Heartland Value is trading at 47.25 as of the 20th of March 2025; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 47.3. Heartland Value has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests primarily in common stocks of small companies with market capitalizations of less than 2.5 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. More on Heartland Value Fund
Heartland Value Fund [HNTVX] is traded in USA and was established 20th of March 2025. The fund is listed under Small Value category and is part of Heartland family. This fund currently has accumulated 663.37 M in assets under management (AUM) with minimum initial investment of 500 K. Heartland Value is currently producing year-to-date (YTD) return of 3.05% with the current yeild of 0.01%, while the total return for the last 3 years was 6.43%.
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Other Information on Investing in Heartland Mutual Fund
Heartland Value financial ratios help investors to determine whether Heartland Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Heartland with respect to the benefits of owning Heartland Value security.