Heartland Value Financials
| HNVIX Fund | USD 40.13 0.15 0.37% |
Heartland |
Please note that you must use caution to infer results of funds 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.
Heartland Value Fund Summary
Heartland Value competes with Heartland Value, Large Cap, Amg Yacktman, Wasatch Large, and Permanent Portfolio. The fund invests primarily in a concentrated number of small-capitalization common stocks selected on a value basis. A majority of its assets are generally invested in dividend-paying common stocks. It primarily invests in companies with market capitalizations consistent with the capitalization range of the Russell 2000 Value Index.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4223528492 |
| Business Address | Heartland Group |
| Mutual Fund Family | Heartland |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 432 7856 |
| Currency | USD - US Dollar |
Heartland Value Key Financial Ratios
Heartland Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Heartland Value's current stock value. Our valuation model uses many indicators to compare Heartland Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Heartland Value competition to find correlations between indicators driving Heartland Value's intrinsic value. More Info.Heartland Value Plus is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Heartland Value Plus is roughly 15.08 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Heartland Value's earnings, one of the primary drivers of an investment's value.Heartland Value Plus Systematic Risk
Heartland Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Heartland Value volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Heartland Value Plus correlated with the market. If Beta is less than 0 Heartland Value generally moves in the opposite direction as compared to the market. If Heartland Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Heartland Value Plus is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Heartland Value is generally in the same direction as the market. If Beta > 1 Heartland Value moves generally in the same direction as, but more than the movement of the benchmark.
Heartland Value December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Heartland Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Heartland Value Plus. We use our internally-developed statistical techniques to arrive at the intrinsic value of Heartland Value Plus based on widely used predictive technical indicators. In general, we focus on analyzing Heartland Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Heartland Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9472 | |||
| Information Ratio | 0.0072 | |||
| Maximum Drawdown | 7.45 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.61 |
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.
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