Heartland Mid Cap Value Fund Investor Class (HRMDX) Research
Under typical market conditions, the fund commits at least 80% of its net assets to common shares and other equity instruments of mid-sized companies. It constructs a focused portfolio, generally holding 40 to 60 mid-capitalization common stocks. These selections are made using a value-driven methodology, seeking out companies that Heartland Advisors believes are trading in the market at prices below their true, underlying worth.
Market snapshot
- Symbol
- HRMDX
- Price
- $14.73
- Day change
- +0.55%
- Market cap
- $477.9M
- 52-week range
- 12.81-14.99
- 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)
- Heartland Mid Cap Value Fund Institutional Class (HNMDX)
- PGIM Jennison MLP Fund Class Z (PRPZX)
- Victory RS International Fund - Class Y (RSIGX)
- State Street Institutional Small-Cap Equity Fund Investment Class (SIVIX)
- State Street Institutional Small-Cap Equity Fund Service Class (SSQSX)
Open Heartland Mid Cap Value Fund Investor Class (HRMDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.