HRMDX Mutual Fund (Heartland Mid Cap Value Fund Investor Class) is managed by Heartland funds with $186.3M in net assets. HRMDX expense ratio is 1.10%, holding 60 positions across sectors including Industrials, Energy, Utilities. Inception date: 2014-10-31.

HRMDX performance shows a YTD return of 13.02%. The 1-year return is 14.02% and the 5-year return is 6.60%. HRMDX dividend yield stands at 1.90%, paid annually.

HRMDX top holdings include Teledyne Technologies Inc (4.5%), Eog Resources Inc (3.9%), Exelon Corp (3.9%), Public Storage (3.6%), Hershey Co. (3.3%). View all HRMDX holdings, sector breakdown, or dividend history.

HRMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HRMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.