Heartland Mid Cap Fund Manager Performance Evaluation
| HRMDX Fund | USD 15.30 0.11 0.72% |
The fund retains a Market Volatility (i.e., Beta) of 0.73, 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
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Heartland Mid Cap are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Heartland Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.1000 |
Heartland |
Heartland Mid Relative Risk vs. Return Landscape
If you would invest 1,502 in Heartland Mid Cap on August 26, 2024 and sell it today you would earn a total of 28.00 from holding Heartland Mid Cap or generate 1.86% return on investment over 90 days. Heartland Mid Cap is currently producing 0.0308% returns and takes up 0.6917% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Heartland, and 99% 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 $15.21 per share. The prevalent price of the fund is $15.3. 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 15.3 | Real 15.21 | Hype 15.3 | Naive 15.13 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heartland Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Heartland Mid Cap, and traders can use it to determine the average amount a Heartland Mid's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0445
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HRMDX |
Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Heartland Mid is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heartland Mid by adding it to a well-diversified portfolio.
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 | 234.09 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.| 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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