HRMDX : Heartland Mid Cap Value Fund Investor Class

HRMDX is a US Stocks Market Mid-Cap Value with HIGH fees.

HRMDX

Heartland Mid Cap Value Fund Investor Class

FI Score

20 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

20% FI Score
  • hrmdx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Heartland Mid Cap Value Fund Investor Class

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and modest current income. Under normal circumstances, at least 80% of the fund's net assets are invested in equity securities of mid-capitalization companies. It invests primarily in a concentrated number (generally 30 to 60) of mid-capitalization equity securities selected on a value basis and whose current market prices, in Heartland Advisors' judgment, are undervalued relative to their intrinsic value.

Largest Holdings

Amount Holding
4.74% Cal-Maine Foods Inc
4.45% Quest Diagnostics Inc
4.12% Lincoln Electric Holdings Inc
4.09% Exelon Corp
3.88% Equity Commonwealth
3.72% Bunge Ltd
3.17% UMB Financial Corp
3.11% International Paper Co
3.01% Skyworks Solutions Inc
2.89% Humana Inc
2.88% MDU Resources Group Inc
2.78% Huntington Ingalls Industries Inc
2.74% Amerco Inc
2.60% Eastman Chemical Co
2.49% Popular Inc
2.41% Raymond James Financial Inc
2.39% Perrigo Co PLC
2.38% Public Storage
2.37% Cabot Oil & Gas Corp Class A
2.32% State Street Corporation
2.22% Thor Industries Inc
2.14% ManpowerGroup Inc
2.09% Pioneer Natural Resources Co
1.98% National Oilwell Varco Inc
1.97% Omnicom Group Inc

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