HRMDX Mutual Fund

HRMDX Mutual Fund (Heartland Mid Cap Value Fund Investor Class) is managed by Heartland funds with $187.5M in net assets. HRMDX expense ratio is 1.10%, holding 60 positions across sectors including Industrials, Health Care, Energy. Inception date: 2014-10-31.

HRMDX performance shows a YTD return of 15.61%. The 1-year return is 16.09% and the 5-year return is 6.67%. HRMDX dividend yield stands at 1.88%, paid annually.

HRMDX top holdings include Teledyne Technologies Inc (4.5%), Eog Resources Inc (3.8%), Exelon (3.4%), Public Storage (3.4%), Watsco Inc (3.1%). 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.