Nasdaq - Delayed Quote USD
Heartland Mid Cap Value Institutional (HNMDX)
12.62
+0.11
+(0.88%)
At close: April 17 at 8:04:17 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 5
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Comerica Bank
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Ameriprise SPS Advantage
- CommonWealth NTF
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 3.3.25
- Ameritas NTFN
- Scottrade NTF
- Ameriprise Financial
- Fidelity Advisor 401(k) I Shares
- Thrivent – Advisory Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- WFA Fdntl Choice/PIM Updated 3.3.25
- ADP Access Open Fund Architecture
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Nationwide Retirement Flexible Advantage
- JP Morgan No Load
- Fidelity Advisor 401(k) A Shares
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Pruco Securities LLC -PruChoice Mutual Funds
- Pruco Securities LLC -PruUMA’s Mutual Funds
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal circumstances, at least 80% of the fund's net assets are invested in common stocks and other equity securities of mid-capitalization companies. It invests primarily in a concentrated number (generally 40 to 60) of mid-capitalization common stocks selected on a value basis and whose current market prices, in Heartland Advisors' judgment, are undervalued relative to their intrinsic value.
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | Heartland |
| Net Assets | 541.45M |
| YTD Return | 0.74% |
| Yield | 1.05% |
| Morningstar Rating | |
| Inception Date | Oct 31, 2014 |
Performance & Risk
| YTD Return | -6.79% |
| 5y Average Return | 14.92% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
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