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Homestead Small Company Stock Fund (HSCSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
23.39+0.22 (+0.95%)
At close: 08:01PM EDT
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Homestead Small Company Stock Fund

Arlington VA 22203

4301 Wilson Blvd, c/o National Rural Elec Cooperative Asso

Homestead Funds Inc

Management Information
Prabha S. Carpenter,Lead Manager since May 4, 2014
Ms. Carpenter is a Senior Equity Portfolio Manager for RE Advisers. Prior to becoming a Senior Equity Portfolio Manager, Ms. Carpenter was a Senior Equity Analyst for RE Advisers from March 2002 to April 2014. Prior to that, Carpenter is a vice president and investment officer with Washington Investment Advisers, previously called Geico Investment Services. Prior to joining Geico in 1985, she was a senior research officer with Maryland National Bank, and an equity analyst and portfolio manager with Commercial Credit Corporation. Carpenter is a Chartered Financial Analyst, and a member of both the Washington Society of Investment Analysts and the New York Institutional Options and Futures Society. She received her BA in Business Economics from the University of Madras and her BS in Economics from American University. She received her MBA with a distinction in Finance from American University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Blend
Fund FamilyHomestead
Net Assets313.63M
YTD Return16.89%
Yield0.00%
Morningstar Rating★★★
Inception DateMar 3, 1998

Fund Operations

Last Dividend0.00
Last Cap Gain33.00
Holdings Turnover18.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHSCSXCategory Average
Annual Report Expense Ratio (net)1.05%1.03%
Prospectus Net Expense Ratio1.05%N/A
Prospectus Gross Expense Ratio1.05%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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