HRVIX Rating, Research - Heartland Value Plus

Heartland Value Plus (hrvix)

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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

HOLD

SWOT Statistics

Strengths + Opportunities = 17

Threats + Weaknesses = 4

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in dividend paying small-cap companies that appear to be undervalued with improving business prospects due to strong company and industry dynamics. It normally invests at least 80% of net assets, plus any borrowings for investment purposes, in small-cap companies. Small-cap companies are companies included in, or similar in size to those included in, Russell 2000 Value index. The fund expects to only invest in securities of companies whose stock is traded on U.S. markets, including depository receipts or shares issued by companies incorporated outside of the U.S. (e.g., ADRs).


Management Analysis Update


Performance Analysis Update