HRMDX Mutual Fund
HRMDX Mutual Fund
HRMDX Mutual Fund
Heartland Mid Cap Value Fund Investor Class
HRMDX Mutual Fund Overview
HRMDX Mutual Fund (Heartland Mid Cap Value Fund Investor Class) is managed by Heartland funds with $188.4M in net assets. HRMDX expense ratio is 1.10%, holding 60 positions across sectors including Industrials, Energy, Information Technology. Inception date: 2014-10-31.
HRMDX performance shows a YTD return of 13.02%. The 1-year return is 14.02% and the 5-year return is 6.60%. HRMDX dividend yield stands at 1.90%, paid annually.
HRMDX top holdings include Teledyne Technologies Inc (4.5%), Eog Resources Inc. Com (3.9%), Exelon Corp Common Stock (3.9%), Public Storage, Inc (3.6%), Hershey Co. (3.3%). Go to all HRMDX holdings, HRMDX sectors, or HRMDX dividends.
HRMDX can be compared against other funds. Use HRMDX overlap to find shared positions, or HRMDX vs another fund for a side-by-side view. HRMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.