Heartland Value Fund Beta
| HRTVX Fund | USD 54.74 0.34 0.62% |
Heartland Value Fund fundamentals help investors to digest information that contributes to Heartland Value's financial success or failures. It also enables traders to predict the movement of Heartland Mutual Fund. The fundamental analysis module provides a way to measure Heartland Value's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Heartland Value mutual fund.
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Heartland Value Fund Mutual Fund Beta Analysis
Heartland Value's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Heartland Value Fund has a Beta of 0.0. This indicator is about the same for the Heartland average (which is currently at 0.0) family and about the same as Small Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Heartland Value
The fund consists of 93.53% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Heartland Value's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Heartland Fundamentals
| Price To Earning | 9.36 X | ||||
| Price To Book | 1.26 X | ||||
| Price To Sales | 0.72 X | ||||
| Total Asset | 598.9 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 22.67 % | ||||
| One Year Return | 32.63 % | ||||
| Three Year Return | 9.83 % | ||||
| Five Year Return | 13.01 % | ||||
| Ten Year Return | 4.79 % | ||||
| Net Asset | 663.37 M | ||||
| Last Dividend Paid | 0.14 | ||||
| Cash Position Weight | 5.65 % | ||||
| Equity Positions Weight | 93.53 % |
About Heartland Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Heartland Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Heartland Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Heartland Value Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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