Advertisement
Skip to Content
Morningstar

Homestead International Equity HISIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.65  /  0.41 %
  • Total Assets 88.9 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 1.99%
  • Turnover 13%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HISIX

Will HISIX outperform in 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 HISIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HISIX 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 HISIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

A sound investment process and strong management team underpin Homestead International Equity's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor