Morningstar

Homestead Small Company Stock Fund HSCSX

Morningstar Medalist Rating
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Medalist Rating as of See Homestead Investment Hub
  • NAV / 1-Day Return $23.38  /  +0.26 %
  • Fund Size $193.0M
  • Adjusted Expense Ratio 1.090%
  • Net Expense Ratio 1.090%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis HSCSX

Will HSCSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSCSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSCSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSCSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Homestead Small Company Stock holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HSCSX

More HSCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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4.09 9M
Cash and Equivalents

Plexus Corp

3.90 9M
Technology

Applied Industrial Technologies Inc

3.55 8M
Industrials

Advanced Energy Industries Inc

3.49 8M
Industrials

Element Solutions Inc

3.37 7M
Basic Materials

Federal Signal Corp

3.22 7M
Industrials

Openlane Inc

2.76 6M
Consumer Cyclical

Sterling Infrastructure Inc

2.68 6M
Industrials

Atlantic Union Bankshares Corp

2.66 6M
Financial Services

FB Financial Corp

2.44 5M
Financial Services

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