Nasdaq - Delayed Quote
USD
Homestead Growth (HNASX)
18.27
-0.18
(-0.98%)
At close: 8:01:57 PM EST
Investment Information
- Min Initial Investment
- 500
- Min Initial Investment, IRA
- 2
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- American Trust Custody
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- Vanguard
- TD Ameritrade Trust Company
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Vanguard NTF
- DailyAccess Corporation RTC
- Sterne, Agee & Leach, Inc.,
- Scottrade TF
- Trade PMR Transaction Fee
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- DailyAccess Corporation Mid-Atlantic
- Waddell & Reed Choice MAP Flex
- H Beck Inc.
- Securities America Inc.
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- Schwab Advisor Services All Funds Available
- Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
- Pershing Retirement Plan Network
- LPL Brokerage Availability
- Mid Atlantic Clearing and Settlement
- Schwab (Non Transaction Fee)
- Schwab Advisor Services Funds for Subsequent Purchases Only
Fund Summary
The fund normally will invest at least 80% of net assets (including any borrowings for investment purposes) in the common stocks of large companies. A large company is defined as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000 Growth Index, a widely used benchmark of the largest domestic growth stocks.
Fund Overview
| Category | -- |
| Fund Family | Homestead |
| Net Assets | 447.91M |
| YTD Return | 5.89% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 22, 2001 |
Performance & Risk
| YTD Return | 0.24% |
| 5y Average Return | 8.33% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
