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Morningstar

Homestead Small Company Stock HSCSX

Morningstar Medalist Rating
Medalist Rating as of | See Homestead Investment Hub
  • NAV / 1-Day Return 26.39  /  +2.01 %
  • Total Assets 240.3 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • 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 Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 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.

  • 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.

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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Signal Corp

3.68 9.1 Mil
Industrials

Atkore Inc

3.64 9.0 Mil
Industrials

Summit Materials Inc Class A

3.50 8.7 Mil
Basic Materials

Comfort Systems USA Inc

3.49 8.6 Mil
Industrials

Applied Industrial Technologies Inc

3.37 8.3 Mil
Industrials

Altair Engineering Inc Class A

3.21 8.0 Mil
Technology

Integer Holdings Corp

3.08 7.6 Mil
Healthcare

Medpace Holdings Inc

3.05 7.6 Mil
Healthcare

M.D.C. Holdings Inc

3.00 7.4 Mil
Consumer Cyclical

The Descartes Systems Group Inc

2.94 7.3 Mil
Technology