# Heartland Mid Cap Value Investor (HRMDX)

> Source: Nexqual · https://nexqual.com/HRMDX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Heartland Mid Cap Value Investor (HRMDX), nexqual.com/HRMDX" · informational, not investment advice.

**Price:** USD 15.36 (+0.00% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 15.36 · day 15.36–15.36 · 52w 12.81–15.74 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +14.8% vs S&P 500 +13.4%; 5Y +35.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +14.8% | +35.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +14.8% | +6.3% |
| Volatility (annualized) | 12.1% | 15.2% |
| Max drawdown | -9.4% (Feb 2026→Mar 2026) | -15.0% (Mar 2022→Sep 2022) |

## Peers
HRTVX (Heartland Value Fund Investor C) USD 60.2 -0.00% · DFDMX (DF Dent MidCap Growth Fund) USD 37.6 +0.00% · HRVIX (Heartland Value Plus Fund Inves) USD 42.06 -0.00% · OBSOX (Oberweis Small-Cap Opportunitie) USD 34.59 -0.00% · BCSVX (Brown Capital Management Intern) USD 22.32 +0.00%

## More
Full page: https://nexqual.com/HRMDX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt