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Homestead Small Company Stock (HSCSX)

37.23 Up 0.17(0.46%) Apr 17
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Prev Close:37.23
YTD Return*:1.14%
Net Assets*:930.34M
Yield*:0.32%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HSCSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares Russell 2000 Value4.79-1.20
iShares Core S&P Small-Cap4.716.53
AIT3.63-2.70
TCBI3.561.89
OLN3.564.89

Fund Basics

Morningstar Overall Rating:
Total Assets:930.34M
Category:Small Blend
Annual Report Expense Ratio (net):0.91%

Performance & Risk

YTD Return:1.14%
5y Avg Return:28.93%
Rank in Category (ytd):52
% Rank in Category (ytd):7.02%
Beta (3y):1.15
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital growth over the long term. The fund invests in stocks of established companies selling below what RE Advisers believes to be fundamental value. Under normal circumstances, it will invest at least 80% of its total assets 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. View More
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