HNMDX Mutual Fund

HNMDX Mutual Fund (Heartland Mid Cap Value Fund Institutional Class) is managed by Heartland funds with $276.5M in net assets. HNMDX expense ratio is 0.85%, holding 60 positions across sectors including Industrials, Energy, Health Care. Inception date: 2014-10-31.

HNMDX performance shows a YTD return of 15.90%. The 1-year return is 13.41% and the 5-year return is 6.80%. HNMDX dividend yield stands at 2.10%, paid annually.

HNMDX top holdings include Teledyne Technologies Inc (4.2%), Becton Dickinson And Co. (3.6%), Eog Resources Inc (3.5%), Public Storage (3.3%), Nov Inc Common Stock (3.0%). Go to all HNMDX holdings, HNMDX sectors, or HNMDX dividends.

HNMDX can be compared against other funds. Use HNMDX overlap to find shared positions, or HNMDX vs another fund for a side-by-side view. HNMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.