HRTVX - Heartland Value Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD
-0.21 (-0.48%)
At close: 8:00PM EDT
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Previous Close43.34
YTD Return0.83%
Expense Ratio (net)1.09%
CategorySmall Value
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingAverage
Sustainability Rating
Net Assets775.96M
Beta (3y)0.81
5y Average ReturnN/A
Holdings Turnover35.00%
Last Dividend0.04
Average for CategoryN/A
Inception DateDec 28, 1984
  • Barrons.com2 months ago

    [$$] Growth vs. Value: More Divided Than Ever

    The ideological divide between growth and value funds managers today seems as wide as that found in U.S. politics. “We don’t own because we can’t justify its valuation on cash flow, earnings, book value, sales revenue, you name it,” says Bill Nasgovitz, manager of the $786 million Heartland Value fund (HRTVX). “It just doesn’t fit.” On the other side of the aisle is mid-cap growth fund manager Michael Lippert, who has a 7% weighting in Amazon (AMZN) in his $308 million Baron Opportunity fund (BIOPX).

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