Homestead Small Company Stock (HSCSX)
* As of 30-Nov-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|iShares Core S&P Small-Cap||4.90||80.64|
|iShares Russell 2000 Value||4.76||-17.71|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.91%|
Performance & Risk
|5y Avg Return:||19.30%|
|Rank in Category (ytd):||21|
|% Rank in Category (ytd):||2.84%|
|Morningstar Risk Rating:||2|
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