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Homestead Mutual Funds List

Here you can find all mutual funds issued by Homestead and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
8
Avg. Expense Ratio
0.80%
Avg. 1 Year Return
15.50%
Avg. 5 Year Return
5.90%
Median Risk/Return Score
27 / 100
Homestead Mutual Funds List

8 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
HISIX
Homestead International Equity FundForeign Large Cap EquitiesJan 21, 20011.00%
12.87%
9.56%
9.64%
27
HNASX
Homestead Growth FundLarge Cap Growth EquitiesJan 22, 20010.84%
6.21%
17.36%
14.41%
17
HOIBX
Homestead Intermediate Bond FundIntermediate Core BondMay 1, 20190.81%
0.20%
—3.68%
17
HOSBX
Homestead Funds Short Term Bond FundShort-Term BondNov 5, 19910.79%
0.34%
2.04%
3.80%
39
HOSGX
Homestead Funds Short-Term Government Securities F...Government BondsApr 30, 19950.75%
0.14%
1.44%
3.21%
27
HOVLX
Homestead Funds Value FundLarge Cap Value EquitiesNov 19, 19900.63%
7.47%
12.13%
9.88%
46
HSCSX
Homestead Small Company Stock FundSmall Cap Blend EquitiesMar 4, 19981.06%
6.90%
6.63%
10.18%
16
HSTIX
Homestead Stock Index FundLarge Cap Blend EquitiesOct 28, 19990.50%
11.33%
15.20%
1.64%
72

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1–8 of 8

Explore top Homestead Mutual Fund Categories and Asset Classes

Homestead Equity Mutual fundsHomestead Bond Mutual fundsHomestead Foreign Large Cap Equities Mutual fundsHomestead Government Bonds Mutual fundsHomestead Intermediate Core Bond Mutual fundsHomestead Large Cap Blend Equities Mutual fundsHomestead Large Cap Growth Equities Mutual funds

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
0%Annualized Volatility0%Annualized Return

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Best Homestead Mutual funds by Risk/Return Score

The top Homestead Mutual funds by PortfoliosLab Risk/Return Score are HSTIX (72) and HOVLX (46). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return RankAUMInception
HSTIX
Homestead Stock Index Fund
72
—Oct 1999
HOVLX
Homestead Funds Value Fund
46
—Nov 1990
HOSBX
Homestead Funds Short Term Bond Fund
39
—Nov 1991
HOSGX
Homestead Funds Short-Term Government Securities F...
27
—Apr 1995
HISIX
Homestead International Equity Fund
27
—Jan 2001

Best-Performing Homestead Mutual funds Over 5 Years

The top Homestead Mutual funds is HSTIX (13.91%). Across the lineup, Homestead Mutual funds show an average 1-year return of 15.50% and an average 5-year return of 5.90%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5YAUMInception
HSTIX
Homestead Stock Index Fund
13.91%
—Oct 1999
HNASX
Homestead Growth Fund
11.70%
—Jan 2001
HOVLX
Homestead Funds Value Fund
9.44%
—Nov 1990
HISIX
Homestead International Equity Fund
6.40%
—Jan 2001
HSCSX
Homestead Small Company Stock Fund
2.99%
—Mar 1998

Lowest-Cost Homestead Mutual funds

The top Homestead Mutual funds is HSTIX (0.50%). With an average expense ratio of 0.80%, Homestead Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
SymbolNameExpense RatioAUMInception
HSTIX
Homestead Stock Index Fund0.50%—Oct 1999
HOVLX
Homestead Funds Value Fund0.63%—Nov 1990
HOSGX
Homestead Funds Short-Term Government Securities F...0.75%—Apr 1995
HOSBX
Homestead Funds Short Term Bond Fund0.79%—Nov 1991
HOIBX
Homestead Intermediate Bond Fund0.81%—May 2019

Highest-Yield Homestead Mutual funds

The top Homestead Mutual funds is HNASX (14.41%). Across the lineup, Homestead Mutual funds show an average dividend yield of 7.06%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
SymbolNameDividend YieldAUMInception
HNASX
Homestead Growth Fund14.41%—Jan 2001
HSCSX
Homestead Small Company Stock Fund10.18%—Mar 1998
HOVLX
Homestead Funds Value Fund9.88%—Nov 1990
HISIX
Homestead International Equity Fund9.64%—Jan 2001
HOSBX
Homestead Funds Short Term Bond Fund3.80%—Nov 1991

Top Mutual funds Issuers

Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.
HOVLX vs. PEYAXHOVLX vs. SCHVHOVLX vs. VTVHOVLX vs. DGROHOVLX vs. VOOHSTIX vs. UTGHSTIX vs. USXFHSTIX vs. PMTHSTIX vs. ECFHSTIX vs. SCHGHNASX vs. FELGHNASX vs. SCHGHNASX vs. SCHDHNASX vs. VOOHNASX vs. VIGHSCSX vs. XSVMHSCSX vs. DFSVXHSCSX vs. RWJHSCSX vs. AVUVHSCSX vs. SCHAHISIX vs. FAOSXHISIX vs. VOOHISIX vs. ANDIXHISIX vs. FAERXHISIX vs. FTCNXHOSGX vs. HABDXHOSGX vs. FZROXHOSGX vs. SCHVHOSGX vs. FNILXHOSGX vs. SCHXHOIBX vs. DFXIXHOIBX vs. CRAIXHOIBX vs. QDIBXHOIBX vs. BIMIXHOIBX vs. MCBDXHOSBX vs. SWSBXHOSBX vs. DBLSXHOSBX vs. VIITXHOSBX vs. DHEIXHOSBX vs. VBISX