HRVIX : Heartland Value Plus Fund Investor Class

HRVIX is a US Stocks Market Small Value with MODERATE fees.

HRVIX

Heartland Value Plus Fund Investor Class

FI Score

43/100
  • hrvix
  • Mutual Fund
  • US Stocks
  • Small Value

Heartland Value Plus Fund Investor Class

Expenses: 1.19% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation and modest current income. The fund invests primarily in a concentrated number (generally 40 to 70) of small-capitalization equity securities 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 between $250 million and $4 billion at the time of purchase.

Largest Holdings

AmountHolding
5.50%ATN International Inc
5.16%Portland General Electric Co
4.30%The Hain Celestial Group Inc
4.05%Treehouse Foods Inc
3.75%PotlatchDeltic Corp
3.59%Kratos Defense & Security Solutions Inc
3.57%American Vanguard Corp
3.41%MicroStrategy Inc
3.25%The Hanover Insurance Group Inc
3.13%Phibro Animal Health Corp Class A

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