Heartland

Statistics as of May 01, 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 Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Value
Expense Ratio
1.21%
TTM Yield
0.6%
3yr Sharpe
-0.37
YTD Return
-13.1%
3yr Return
-6.6%
1yr Return
-8.0%
Total Assets
$255M
6M Money Flow
$5M
Small Value
Expense Ratio
1.06%
TTM Yield
0.9%
3yr Sharpe
0.15
YTD Return
-8.9%
3yr Return
23.2%
1yr Return
4.4%
Total Assets
$698M
6M Money Flow
-$13M
Mid-Cap Value
Expense Ratio
0.85%
TTM Yield
1.2%
3yr Sharpe
0.01
YTD Return
-5.2%
3yr Return
13.9%
1yr Return
-2.1%
Total Assets
$538M
6M Money Flow
-$57M