Heartland Mid Cap Value Fund Institutional Class (HNMDX) Research
The fund's primary objective is to deliver long-term capital appreciation while also generating a modest level of current income. Typically, a minimum of 80% of its net assets are allocated to common stocks and other equity securities of mid-capitalization companies. Its investment approach involves constructing a concentrated portfolio, generally holding between 30 and 60 mid-cap common stocks. These selections are made using a value-based methodology, with Heartland Advisors specifically targeting companies whose market prices are, in their assessment, trading below their intrinsic value.
Market snapshot
- Symbol
- HNMDX
- Price
- $14.82
- Day change
- +0.54%
- Market cap
- $477.9M
- 52-week range
- 12.91-15.08
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Nationwide Mid Cap Market Index Fund Class A (GMXAX)
- Nationwide Mid Cap Market Index Fund Class R (GMXRX)
- Victory RS International Fund - Class A (GUBGX)
- Virtus SGA Emerging Markets Equity Fund - A (HEMZX)
- Heartland Mid Cap Value Fund Investor Class (HRMDX)
- PGIM Jennison MLP Fund Class Z (PRPZX)
- Victory RS International Fund - Class Y (RSIGX)
- State Street Institutional Small-Cap Equity Fund Investment Class (SIVIX)
Open Heartland Mid Cap Value Fund Institutional Class (HNMDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.