Heartland

Statistics as of May 27, 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 Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Value
Expense Ratio
0.00%
TTM Yield
1.1%
3yr Sharpe
0.01
YTD Return
-2.2%
3yr Return
13.7%
1yr Return
0.3%
Total Assets
$569M
6M Money Flow
-$57M
Small Value
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.15
YTD Return
-2.4%
3yr Return
27.3%
1yr Return
8.9%
Total Assets
$745M
6M Money Flow
-$13M
Small Value
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
-0.37
YTD Return
-10.3%
3yr Return
-8.1%
1yr Return
-6.6%
Total Assets
$261M
6M Money Flow
$5M