HOSBX – Homestead Short-Term Bond Investment Strategy | Morningstar

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Strategy

The investment seeks a high level of income consistent with maintaining minimum fluctuation of principal. The fund normally invests at least 80% of its net assets (plus borrowing for investment purposes) in fixed-income securities that are in the three highest credit categories as ranked by a NRSRO. These investments may include: commercial paper; corporate bonds; U.S. Treasury securities; securities issued or guaranteed by U.S. government entities, agencies or instrumentalities; municipal bonds; U.S. dollar-denominated debt securities of foreign issuers; and asset-backed and mortgage-backed securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HOSBX	Homestead Funds Short-Term Bond Fund	No Load	Open			Nov 5, 1991	$408.17M	0.760%	High	$500	−$21.13M

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