HRTVX Rating, Research - Heartland Value

Heartland Value (hrtvx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 18

Threats + Weaknesses = 14

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in common stocks (see stock research) of smaller companies that the adviser believes to be undervalued relative to their underlying earnings potential. It normally invests at least 80% of net assets in equity securities (see equity research) of small companies which have market capitalization within the range of companies comprising the Russell 2000 Value Index.

Management Analysis Update

Heartland Value's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update