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Heartland Mid Cap Value Institutional (HNMDX)
12.62
+0.11
+(0.88%)
At close: April 17 at 8:04:17 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.97% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HNMDX | Category Average | HNMDX | Category Average | HNMDX | Category Average | |
| Alpha | -3.44 | -0.09 | 1.8 | -0.07 | -2.95 | -0.06 |
| BETA | 0.87 | 0.01 | 0.88 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.5 | 0.01 | 1.54 | 0.01 | 0.83 | 0.01 |
| R-squared | 73.19 | 0.85 | 70.83 | 0.82 | 74.9 | 0.84 |
| Standard Deviation | 17.57 | 0.25 | 17.62 | 0.2 | 17.63 | 0.17 |
| Sharpe Ratio | 0.08 | 0.01 | 0.89 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | 0.01 | 0.08 | 17.71 | 0.09 | 6.85 | 0.09 |
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