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    Homestead Small Company Stock (HSCSX)

    39.94 Up 0.24(0.60%) Dec 26
    Prev Close:39.70
    YTD Return*:4.37%
    Net Assets*:1.01B
    Yield*:0.31%

    * As of 30-Nov-14

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

    Headlines

    ยป More Headlines for HSCSX

    Top Holdings

    Symbol% AssetsYTD Return %
    iShares Core S&P Small-Cap4.9080.64
    iShares Russell 2000 Value4.76-17.71
    KNX3.7824.67
    WERN3.3215.01
    ECPG3.32-3.85

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.01B
    Category:Small Blend
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:4.37%
    5y Avg Return:19.30%
    Rank in Category (ytd):21
    % Rank in Category (ytd):2.84%
    Beta (3y):1.01
    Morningstar Risk Rating:2

    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 net 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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