Nasdaq - Delayed Quote USD

Homestead Growth (HNASX)

19.30
+0.16
+(0.84%)
At close: 8:01:06 PM EDT

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
  • Mid Atlantic Capital Corp
  • 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 All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

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 Large Growth
Fund Family Homestead
Net Assets 396.23M
YTD Return 1.73%
Yield 0.00%
Morningstar Rating
Inception Date Jan 22, 2001

Performance & Risk

YTD Return 4.49%
5y Average Return 14.80%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

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