Nasdaq - Delayed Quote USD

Homestead Small Company Stock (HSCSX)

23.75
-0.14
(-0.59%)
At close: 8:04:14 PM EDT
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  • Previous Close 23.89
  • YTD Return -14.04%
  • Expense Ratio 1.14%
  • Category Small Blend
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 196.78M
  • Beta (5Y Monthly) 1.19
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • 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

196.78M

Net Assets

1998-03-04

Inception Date

More about Homestead Small Company Stock

Performance Overview: HSCSX

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Trailing returns as of 5/30/2025. Category is Small Blend.

YTD Return

HSCSX
14.04%
Category
20.19%
 

1-Year Return

HSCSX
7.01%
Category
60.18%
 

3-Year Return

HSCSX
2.39%
Category
11.32%
 

5-Year Return

HSCSX
9.52%
Category
13.88%
 

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Holdings: HSCSX

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Sector Weightings

SectorHSCSX
Industrials   25.25%
Financial Services   19.91%
Technology   15.91%
Healthcare   15.69%
Consumer Cyclical   10.23%
Energy   5.39%
Basic Materials   5.36%
Real Estate   2.26%
Consumer Defensive   0.00%
Communication Services   0.00%
Utilities   0.00%
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Recent News: HSCSX

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Research Reports: HSCSX

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