Heartland

Statistics as of Apr 04, 2025

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Found total of 3 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return ▼1yr ReturnTotal Assets6M Money Flow
Small Value
Expense Ratio
1.06%
TTM Yield
0.9%
3yr Sharpe
0.08
YTD Return
-14.0%
3yr Return
7.7%
1yr Return
-4.5%
Total Assets
$661M
6M Money Flow
-$12M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.2%
3yr Sharpe
0.02
YTD Return
-7.5%
3yr Return
4.7%
1yr Return
-7.7%
Total Assets
$497M
6M Money Flow
-$92M
Small Value
Expense Ratio
1.21%
TTM Yield
0.6%
3yr Sharpe
-0.39
YTD Return
-18.0%
3yr Return
-17.8%
1yr Return
-17.0%
Total Assets
$244M
6M Money Flow
$4M