Heartland Value Fund Insti Class Shs (HNTVX) Research
The fund primarily allocates capital to common stocks of smaller companies. These enterprises are identified by market capitalizations lower than the largest constituents of the Russell 2000® Value Index. A substantial part of its portfolio may also be directed towards micro-capitalization securities, typically those with a market valuation under $500 million at the point of acquisition.
Market snapshot
- Symbol
- HNTVX
- Price
- $63.79
- Day change
- +1.25%
- Market cap
- $1.1B
- 52-week range
- 48.9-63.8
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Artisan Mid Cap Value Fund (APHQX)
- BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX)
- Diamond Hill Small Mid Cap Fund Class I (DHMIX)
- Heartland Value Fund Investor Class Shs (HRTVX)
- William Blair Small Cap Value Fund Class I (ICSCX)
- BlackRock Mid-Cap Value Fund Investor A Shares (MDRFX)
- T. Rowe Price Integrated US SMCC Eq (TQSMX)
- William Blair Small Cap Growth Fund Class I (WBSIX)
Open Heartland Value Fund Insti Class Shs (HNTVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.