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
- 11.73%
- Avg. 5 Year Return
- 5.45%
- Median Risk/Return Score
- 39 / 100
Homestead Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Homestead International Equity Fund | Foreign Large Cap Equities | Jan 21, 2001 | 1.00% | 16.69% | 9.55% | 10.41% | 71 | ||||||||
| Homestead Growth Fund | Large Cap Growth Equities | Jan 22, 2001 | 0.84% | 1.23% | 16.39% | 14.66% | 10 | ||||||||
| Homestead Funds Value Fund | Large Cap Value Equities | Nov 19, 1990 | 0.63% | 11.58% | 12.27% | 8.63% | 74 | ||||||||
| Homestead Small Company Stock Fund | Small Cap Blend Equities | Mar 4, 1998 | 1.06% | 8.30% | 6.52% | 13.38% | 20 | ||||||||
| Homestead Stock Index Fund | Large Cap Blend Equities | Oct 28, 1999 | 0.50% | 9.05% | 14.56% | 1.67% | 57 |
Explore top Homestead Mutual Fund Categories and Asset Classes
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.
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5 Years
Best Homestead Mutual funds by Risk/Return Score
The top Homestead Mutual funds by PortfoliosLab Risk/Return Score are HOVLX (74) and HISIX (71).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Homestead Funds Value Fund | 74 | — | Nov 1990 | |
| Homestead International Equity Fund | 71 | — | Jan 2001 | |
| Homestead Stock Index Fund | 57 | — | Oct 1999 | |
| Homestead Funds Short Term Bond Fund | 42 | — | Nov 1991 | |
| Homestead Funds Short-Term Government Securities F... | 36 | — | Apr 1995 |
Best-Performing Homestead Mutual funds Over 5 Years
The top Homestead Mutual funds is HSTIX (12.43%).
Across the lineup, Homestead Mutual funds show an average 1-year return of 11.73% and an average 5-year return of 5.45%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Homestead Stock Index Fund | 12.43% | — | Oct 1999 | |
| Homestead Funds Value Fund | 10.24% | — | Nov 1990 | |
| Homestead Growth Fund | 9.01% | — | Jan 2001 | |
| Homestead International Equity Fund | 6.56% | — | Jan 2001 | |
| Homestead Small Company Stock Fund | 3.25% | — | 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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Homestead Stock Index Fund | 0.50% | — | Oct 1999 | |
| Homestead Funds Value Fund | 0.63% | — | Nov 1990 | |
| Homestead Funds Short-Term Government Securities F... | 0.75% | — | Apr 1995 | |
| Homestead Funds Short Term Bond Fund | 0.79% | — | Nov 1991 | |
| Homestead Intermediate Bond Fund | 0.81% | — | May 2019 |
Highest-Yield Homestead Mutual funds
The top Homestead Mutual funds is HNASX (14.66%).
Across the lineup, Homestead Mutual funds show an average dividend yield of 7.33%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Homestead Growth Fund | 14.66% | — | Jan 2001 | |
| Homestead Small Company Stock Fund | 13.38% | — | Mar 1998 | |
| Homestead International Equity Fund | 10.41% | — | Jan 2001 | |
| Homestead Funds Value Fund | 8.63% | — | Nov 1990 | |
| Homestead Funds Short Term Bond Fund | 3.49% | — | Nov 1991 |
Top Mutual funds Issuers
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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. PMTHSTIX vs. USXFHSTIX vs. ECFHSTIX vs. VOOHNASX vs. FELGHNASX vs. SCHGHNASX vs. VOOHNASX vs. SCHDHNASX vs. VIGHSCSX vs. XSVMHSCSX vs. DFSVXHSCSX vs. RWJHSCSX vs. XLGHSCSX vs. AVUVHISIX vs. FAOSXHISIX vs. HOSBXHISIX vs. HOIBXHISIX vs. HOSGXHISIX vs. VOO