Homestead Funds List | Morningstar

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Homestead Funds List

Share Class Type

1 to 9 of 9 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Homestead Value	HOVLX	Large Value			9.19%	7	0.620%	Below Average	No Load	$500
Homestead Growth	HNASX	Large Growth			10.48%	22	0.830%	Average	No Load	$500
Homestead Intermediate Bond	HOIBX	Intermediate Core Bond			−2.80%	31	0.800%	High	No Load	$500
Homestead Stock Index	HSTIX	Large Blend		—	7.59%	46	0.480%	Below Average	No Load	$500
Homestead International Equity	HISIX	Foreign Large Growth			−1.44%	95	1.160%	High	No Load	$500
Homestead Short-Term Bond	HOSBX	Short-Term Bond			−0.02%	85	0.760%	High	No Load	$500
Homestead Short-Term Government	HOSGX	Short Government		—	−0.40%	73	0.750%	High	No Load	$500
Homestead Small Company Stock	HSCSX	Small Blend			2.00%	14	1.050%	Average	No Load	$500
Homestead Rural America Growth & Income	HRRLX	Moderate Allocation	—		0.64%	92	1.010%	Above Average	No Load	$500

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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