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Homestead Small Company Stock HSCSX

Medalist Rating as of | See Homestead Investment Hub
  • NAV / 1-Day Return 26.42  /  +0.99 %
  • Total Assets 241.9 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 0.08%
  • Turnover 15%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HSCSX

Will HSCSX outperform in future?

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

Strength in Homestead Small Company Stock's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings HSCSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Atkore Inc

3.98 10.2 Mil
Industrials

Federal Signal Corp

3.95 10.1 Mil
Industrials

Summit Materials Inc Class A

3.93 10.0 Mil
Basic Materials

Applied Industrial Technologies Inc

3.74 9.5 Mil
Industrials

Comfort Systems USA Inc

3.63 9.3 Mil
Industrials

Medpace Holdings Inc

3.58 9.2 Mil
Healthcare

Integer Holdings Corp

3.51 9.0 Mil
Healthcare

Altair Engineering Inc Class A

3.18 8.1 Mil
Technology

The Descartes Systems Group Inc

3.10 7.9 Mil
Technology

Kinsale Capital Group Inc

3.04 7.8 Mil
Financial Services