Heartland Mid Cap Fund Manager Performance Evaluation
| HRMDX Fund | USD 14.01 0.03 0.21% |
The fund retains a Market Volatility (i.e., Beta) of 0.84, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Heartland Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heartland Mid is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Heartland Mid Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Heartland Mid may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Heartland Mid Cap Value Fund Q4 2025 Commentary - Seeking Alpha | 01/15/2026 |
| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.1000 |
Heartland |
Heartland Mid Relative Risk vs. Return Landscape
If you would invest 1,299 in Heartland Mid Cap on November 2, 2025 and sell it today you would earn a total of 102.00 from holding Heartland Mid Cap or generate 7.85% return on investment over 90 days. Heartland Mid Cap is currently producing 0.1274% returns and takes up 0.8313% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Heartland, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Heartland Mid Current Valuation
Fairly Valued
Today
Please note that Heartland Mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Heartland Mid Cap retains a regular Real Value of $13.86 per share. The prevalent price of the fund is $14.01. We determine the value of Heartland Mid Cap from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Heartland Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Heartland Mutual Fund. However, Heartland Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 14.01 | Real 13.86 | Hype 14.04 | Naive 13.87 |
The intrinsic value of Heartland Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Heartland Mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Heartland Mid Cap helps investors to forecast how Heartland mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Heartland Mid more accurately as focusing exclusively on Heartland Mid's fundamentals will not take into account other important factors: Heartland Mid Target Price Odds to finish over Current Price
The tendency of Heartland Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.01 | 90 days | 14.01 | nearly 4.46 |
Based on a normal probability distribution, the odds of Heartland Mid to move above the current price in 90 days from now is nearly 4.46 (This Heartland Mid Cap probability density function shows the probability of Heartland Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Heartland Mid has a beta of 0.84. This usually indicates as returns on the market go up, Heartland Mid average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Heartland Mid Cap will be expected to be much smaller as well. Additionally Heartland Mid Cap has an alpha of 0.0233, implying that it can generate a 0.0233 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Heartland Mid Price Density |
| Price |
Predictive Modules for Heartland Mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Heartland Mid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Heartland Mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Heartland Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Heartland Mid is not an exception. The market had few large corrections towards the Heartland Mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Heartland Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Heartland Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.84 | |
σ | Overall volatility | 0.40 | |
Ir | Information ratio | 0.02 |
Heartland Mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Heartland Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Heartland Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Heartland Mid Cap Value Fund Q4 2025 Commentary - Seeking Alpha | |
| The fund retains 99.05% of its assets under management (AUM) in equities |
Heartland Mid Fundamentals Growth
Heartland Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Heartland Mid, and Heartland Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Heartland Mutual Fund performance.
| Total Asset | 180.46 M | |||
About Heartland Mid Performance
Evaluating Heartland Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Heartland Mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Heartland Mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the funds net assets are invested in common stocks and other equity securities of mid-capitalization companies. It invests primarily in a concentrated number 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.Things to note about Heartland Mid Cap performance evaluation
Checking the ongoing alerts about Heartland Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Heartland Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Heartland Mid Cap Value Fund Q4 2025 Commentary - Seeking Alpha | |
| The fund retains 99.05% of its assets under management (AUM) in equities |
- Analyzing Heartland Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Heartland Mid's stock is overvalued or undervalued compared to its peers.
- Examining Heartland Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Heartland Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heartland Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Heartland Mid's mutual fund. These opinions can provide insight into Heartland Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Heartland Mutual Fund
Heartland Mid financial ratios help investors to determine whether Heartland Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Heartland with respect to the benefits of owning Heartland Mid security.
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