Heartland Value Fund Investor Class Shs (HRTVX) Research
The Heartland Value Fund Investor Class chiefly allocates its capital to the common stock of smaller companies. These are typically enterprises with market capitalizations that are less than the largest companies included in the Russell 2000® Value Index. Furthermore, the fund has the discretion to commit a significant portion of its assets to micro-capitalization securities, which are generally defined as companies with a market capitalization under $500 million at the time of purchase.
Market snapshot
- Symbol
- HRTVX
- Price
- $61.76
- Day change
- +1.26%
- Market cap
- $1.1B
- 52-week range
- 47.46-61.76
- 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 Insti Class Shs (HNTVX)
- 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 Investor Class Shs (HRTVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.