Heartland Value Plus Fund Investor Class Shs (HRVIX) Research

This fund primarily directs its capital towards a select collection, typically between 40 and 70, of small-cap common shares, identified through a value-oriented selection process. A considerable portion of its holdings usually comprises common stocks that pay dividends. The fund chiefly targets companies whose market capitalizations fall within the range characteristic of the Russell 2000® Value Index.

Market snapshot

Symbol
HRVIX
Price
$43.83
Day change
+1.76%
Market cap
$325.6M
52-week range
32.62-43.83
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Utilities Fund Investor Class (BULIX)
  • Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ)
  • Nuveen Small Cap Value Fund (FSCCX)
  • Heartland Value Plus Fund Insti Class Shs (HNVIX)
  • 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 R6 (PJOQX)

Open Heartland Value Plus Fund Investor Class Shs (HRVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.