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Homestead Small Company Stock

HSCSX
36.64
-0.26
-0.70%
9/23/2016
5 Years
  • Previous Close

    36.90

  • Net Assets

    1.22B

  • Yield

    0.40%

  • Front load

    None

  • Expenses

    0.86%

  • Category

    Small Blend

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Homestead

Fund Style

Open

Fund Manager

Gregory Halter

Investment Style

Small Blend

The investment seeks capital growth over the long term. The fund invests in stocks of established companies selling at prices below what RE Advisers believes to be their fundamental value. 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 similar to the market capitalization of companies represented in the Russell 2000 Index. To determine whether a stock is undervalued, RE Advisers considers, among other factors, earnings valuations, debt ratios and any competitive advantages a company may have.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 200
Initial Purchase: AIP NA

Inception

3/4/1998

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