HRSVX Rating, Research - Heartland Select Value

Heartland Select Value (hrsvx)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

SELL

SWOT Statistics

Strengths + Opportunities = 20

Threats + Weaknesses = 15

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hrsvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Heartland Select Value (HRSVX) Description: HRSVX is a mutual fund, which is an investment that owns a basket of assets. The HRSVX mutual fund was provided by Heartland and this investment vehicle derives the majority of its value from equity holdings (stocks). Heartlands mutual fund has a medium management tenure and is in the large fund size classification. HRSVXs minimum initial investment amount is $1000 while the IRA minimum is $500. HRSVXs expense ratio is roughly 1%. The latest HRSVXs front end load was 0% and the back end load was 0%. The Heartland Select Value (HRSVX) mutual fund falls under the mid-cap value category. HRSVX focuses its investments in USA and HRSVX is not affiliated with a particular industry or fund sector. The Heartland Select Value (HRSVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HRSVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HRSVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities (see equity research) of natural resource companies and in asset-based securities. Natural resource companies are U.S. and foreign (non-U.S. based) companies that own, explore, mine, process or otherwise develop, or provide goods and services with respect to, natural resources. Asset-based securities are securities, the values of which are related to the market value of a natural resource. The principal type of equity and equity-related security in which the fund invests is common stock. The funds non-diversified.


Management Analysis Update


Performance Analysis Update