Heartland Value Plus Fund Insti Class Shs (HNVIX) Research
This investment vehicle strives to achieve substantial long-term growth for its capital and generate a moderate stream of current income. It employs a focused investment strategy, primarily allocating capital to a select portfolio of typically 40 to 70 common equities from smaller enterprises, chosen based on their intrinsic value. A significant portion of its holdings generally consists of common shares that pay dividends. Upon initial acquisition, the fund predominantly targets companies with market valuations ranging from $250 million to $4 billion.
Market snapshot
- Symbol
- HNVIX
- Price
- $43.49
- Day change
- +1.75%
- Market cap
- $323.6M
- 52-week range
- 32.39-43.49
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Utilities Fund Investor Class (BULIX)
- Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ)
- Heartland Value Plus Fund Investor Class Shs (HRVIX)
- Martin Currie Emerging Markets Fund Class I (MCEIX)
- Martin Currie Emerging Markets Fund Class IS (MCEMX)
- ClearBridge Emerging Markets Fund - Class FI (MEFIX)
- PGIM Jennison Focused Value Fund- Class A (PJIAX)
- PGIM Jennison Focused Value Fund- Class R6 (PJOQX)
Open Heartland Value Plus Fund Insti Class Shs (HNVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.