HRMDX Mutual Fund

HRMDX Mutual Fund (Heartland Mid Cap Value Fund Investor Class) is managed by Heartland funds with $176.8M in net assets. HRMDX expense ratio is 1.10%, holding 60 positions across sectors including Industrials, Energy, Health Care. Inception date: 2014-10-31.

HRMDX performance shows a YTD return of 7.63%. The 1-year return is 6.85% and the 5-year return is 6.52%. HRMDX dividend yield stands at 1.13%.

HRMDX 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 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.