Heartland Value Fund Investor Class Shs (HRTVX) Investment Research Dashboard
About Heartland Value Fund Investor Class Shs (HRTVX) stock analysis
Get live HRTVX stock price $63.16, comprehensive Heartland Value Fund Investor Class Shs stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time HRTVX stock data and investment insights.
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Heartland Value Fund Investor Class Shs (HRTVX) Overview
Heartland Value Fund Investor Class Shs (HRTVX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, HRTVX trades at $63.16 with a market capitalization of 1.17B . Over the past 52 weeks, HRTVX has traded between $48.61 and $64.04 , with the current price positioned at approximately 94% of this rang...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 1.17B
- Current price: $63.16
- 52-week range: $48.61 - $64.04
- P/E ratio: 17.03
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The Heartland Value Fund Investor Class chiefly allocates its capital to the common stock of smaller companies. These are typically enterprises with market capitalizations that are less than the largest companies included in the Russell 2000® Value I...
Company Information
- CEO
- William J . Nasgovitz
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Website
- www.heartlandfunds.com
- Address
- 790 N. Water Street
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Valuation metrics suggest potential value opportunity (P/E: 17.0)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Heartland Value Fund Investor Class Shs shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Heartland Value Fund Investor Class Shs
- ⚠Investors should consider how Heartland Value Fund Investor Class Shs fits within their overall portfolio allocation
Market Cap
1.17B
P/E Ratio (TTM)
17.03
Beta
0.95
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
86/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.2%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Consumer Defensive | +1.3% | +3.3% | +2.2% | 29.2 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +0.9% | +2.0% | 19.3 | 86/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 22.2 | 74/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +0.5% | +0.8% | 23.5 | 72/100⭐⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.1% | -1.3% | 24.9 | 60/100⭐⭐⭐⭐ |
| Energy | -0.4% | -2.0% | -2.4% | 19.4 | 51/100⭐⭐⭐ |
| Utilities | -1.5% | -0.5% | -4.9% | 25.4 | 40/100⭐⭐⭐ |
| Real Estate | -1.6% | -1.1% | -3.5% | 29.4 | 36/100⭐⭐ |
| Industrials | -0.4% | -0.5% | -10.7% | 30.5 | 19/100⭐ |
| Consumer Cyclical | -0.3% | -2.3% | -6.5% | 43.1 | 17/100⭐ |
| Technology | -1.9% | -4.0% | -9.4% | 41.9 | 7/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.