Heartland Value Plus Fund Buy Hold or Sell Recommendation

HNVIX Fund  USD 39.48  0.19  0.48%   
Assuming the 90 days horizon and complete risk avoidance on your part, our recommendation regarding Heartland Value Plus is 'Strong Sell'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Heartland Value Plus given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Heartland Value Plus, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Heartland Value Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Heartland and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Heartland Value Plus. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Execute Heartland Value Buy or Sell Advice

The Heartland recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Heartland Value Plus. Macroaxis does not own or have any residual interests in Heartland Value Plus or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Heartland Value's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Heartland ValueBuy Heartland Value
Strong Sell

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Responds to the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Heartland Value Plus has a Mean Deviation of 0.7812, Semi Deviation of 0.5731, Standard Deviation of 1.16, Variance of 1.35, Downside Variance of 0.6956 and Semi Variance of 0.3285
Heartland Value Plus investment recommendation module can be used to check and cross-verify current trade recommendations provided by analysts evaluating the entity's potential to grow using all of fundamental, technical, data market data available at the time. Use Heartland Value price to earning, year to date return, as well as the relationship between the Year To Date Return and minimum initial investment to ensure your buy or sell decision on Heartland Value Plus is adequate.

Heartland Value Trading Alerts and Improvement Suggestions

The fund retains 98.83% of its assets under management (AUM) in equities

Heartland Value Returns Distribution Density

The distribution of Heartland Value's historical returns is an attempt to chart the uncertainty of Heartland Value's future price movements. The chart of the probability distribution of Heartland Value daily returns describes the distribution of returns around its average expected value. We use Heartland Value Plus price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Heartland Value returns is essential to provide solid investment advice for Heartland Value.
Mean Return
0.17
Value At Risk
-1.24
Potential Upside
1.61
Standard Deviation
1.16
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Heartland Value historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Heartland Value Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Heartland Value or Heartland sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Heartland Value's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Heartland fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.0007
β
Beta against Dow Jones1.39
σ
Overall volatility
1.15
Ir
Information ratio 0.04

Heartland Value Volatility Alert

Heartland Value Plus has low volatility with Treynor Ratio of 0.11, Maximum Drawdown of 7.45 and kurtosis of 10.53. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Heartland Value's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Heartland Value's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Heartland Value Fundamentals Vs Peers

Comparing Heartland Value's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Heartland Value's direct or indirect competition across all of the common fundamentals between Heartland Value and the related equities. This way, we can detect undervalued stocks with similar characteristics as Heartland Value or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Heartland Value's fundamental indicators could also be used in its relative valuation, which is a method of valuing Heartland Value by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Heartland Value to competition
FundamentalsHeartland ValuePeer Average
Price To Earning21.42 X6.53 X
Price To Book1.42 X0.74 X
Price To Sales1.10 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return7.62 %0.39 %
One Year Return14.11 %4.15 %
Three Year Return2.59 %3.60 %
Five Year Return8.73 %3.24 %
Ten Year Return6.42 %1.79 %
Net Asset440.19 M4.11 B
Minimum Initial Investment500 K976.16 K
Last Dividend Paid0.280.65
Cash Position Weight1.17 %10.61 %
Equity Positions Weight98.83 %63.90 %

Heartland Value Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Heartland . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Heartland Value Buy or Sell Advice

When is the right time to buy or sell Heartland Value Plus? Buying financial instruments such as Heartland Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Heartland Value in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Investment Grade ETFs Thematic Idea Now

Investment Grade ETFs
Investment Grade ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Investment Grade ETFs theme has 263 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Investment Grade ETFs Theme or any other thematic opportunities.
View All  Next Launch

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.
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format