- What are the top holdings of HNMDX?
- Heartland Mid Cap Value Fund Institutional Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does HNMDX have?
- HNMDX holds — positions as reported by the fund's most recent disclosure.
- What sectors does HNMDX invest in?
- Heartland Mid Cap Value Fund Institutional Class (HNMDX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is HNMDX most exposed to?
- HNMDX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is HNMDX a US-only fund?
- The country allocation card on this page shows HNMDX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does HNMDX invest in?
- The fund's primary objective is to deliver long-term capital appreciation while also generating a modest level of current income. Typically, a minimum of 80% of its net assets are allocated to common stocks and other equity securities of mid-capitalization companies. Its investment approach involves constructing a concentrated portfolio, generally holding between 30 and 60 mid-cap common stocks. These selections are made using a value-based methodology, with Heartland Advisors specifically targeting companies whose market prices are, in their assessment, trading below their intrinsic value.
