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Homestead Small Company Stock (HSCSX)

24.08 -0.34 (-1.39%)
At close: 8:08:25 PM EDT
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  • Previous Close 24.42
  • YTD Return 2.64%
  • Expense Ratio 1.09%
  • Category Small Blend
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 194.13M
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.02
  • Inception Date Mar 4, 1998

The fund generally invests in stocks of companies that homestead advisers believes are attractive based on its investment process. Under normal circumstances, it will invest at least 80% of its net assets (plus borrowing for investment purposes) in common stocks of companies whose market capitalization, at the time of purchase, is within the range of the market capitalization of companies represented in the Russell 2000 Index.

Homestead

Fund Family

Small Blend

Fund Category

194.13M

Net Assets

1998-03-04

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Small Blend.

YTD Return

HSCSX
2.64%
Category
20.19%

1-Year Return

HSCSX
4.14%
Category
60.18%

3-Year Return

HSCSX
8.24%
Category
11.32%

5-Year Return

HSCSX
2.94%
Category
13.88%

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