Homestead Growth Fund (HNASX) Alternatives

Homestead Growth Fund (HNASX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HNASX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to HNASX

HNASX charges 0.84% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among HNASX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	HNASX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	HNASX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	HNASX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	HNASX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	HNASX vs TILIX

Best Risk-Adjusted Alternatives to HNASX

Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
ONERX	One Rock Fund	87	Mar 6, 2020	HNASX vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	83	Jan 2, 1990	HNASX vs ADX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	HNASX vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	HNASX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	HNASX vs VTMGX

Top Performing HNASX Alternatives (YTD)

HNASX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	HNASX vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	HNASX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	HNASX vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	HNASX vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	HNASX vs AMRGX

Lowest Volatility Alternatives to HNASX

HNASX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	HNASX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	HNASX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	HNASX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	HNASX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	HNASX vs PROVX

Lowest Drawdown Alternatives to HNASX

HNASX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	HNASX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	HNASX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	HNASX vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	HNASX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	HNASX vs BBLIX

Other Mutual Funds from Homestead

Most popular Homestead mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
HSTIX	Homestead Stock Index Fund	Large Cap Blend Equities	43	-7.17%	Oct 28, 1999	HNASX vs HSTIX
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	37	-1.23%	Nov 19, 1990	HNASX vs HOVLX
HSCSX	Homestead Small Company Stock Fund	Small Cap Blend Equities	20	-2.68%	Mar 4, 1998	HNASX vs HSCSX
HOSGX	Homestead Funds Short-Term Government Securities F...	Government Bonds	86	-0.08%	Apr 30, 1995	HNASX vs HOSGX
HISIX	Homestead International Equity Fund	Foreign Large Cap Equities	37	-0.57%	Jan 21, 2001	HNASX vs HISIX
HOSBX	Homestead Funds Short Term Bond Fund	Short-Term Bond	85	-0.39%	Nov 5, 1991	HNASX vs HOSBX
HOIBX	Homestead Intermediate Bond Fund	Intermediate Core Bond	44	-0.49%	May 1, 2019	HNASX vs HOIBX

Often Compared With HNASX

What investors most often compare with HNASX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	46	-10.59%	Dec 11, 2009	HNASX vs SCHG
FELG	Fidelity Enhanced Large Cap Growth ETF	Large Cap Growth Equities	53	-10.02%	Nov 20, 2023	HNASX vs FELG
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	HNASX vs SCHD
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	HNASX vs VOO
VIG	Vanguard Dividend Appreciation ETF	Dividend	55	-1.77%	Dec 19, 2013	HNASX vs VIG
XLG	Invesco S&P 500 Top 50 ETF	S&P 500	63	-7.82%	May 4, 2005	HNASX vs XLG
VFIFX	Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	69	-3.95%	Jun 7, 2006	HNASX vs VFIFX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	HNASX vs SPY
VGT	Vanguard Information Technology ETF	Technology Equities	67	-7.34%	Mar 25, 2004	HNASX vs VGT
VUG	Vanguard Growth ETF	Large Cap Growth Equities	50	-10.37%	Nov 13, 2000	HNASX vs VUG
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	74	-8.51%	Mar 15, 2001	HNASX vs ANFFX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	5	-10.06%	Jun 30, 2000	HNASX vs GXXIX
QQQM	Invesco NASDAQ 100 ETF	Large Cap Growth Equities	70	-5.92%	Oct 13, 2020	HNASX vs QQQM
IOLZX	ICON Equity Fund	Large Cap Growth Equities	39	-1.68%	Oct 17, 2002	HNASX vs IOLZX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	27	-4.70%	Feb 20, 2004	HNASX vs RYGRX

Compare HNASX with Any Fund or Stock

Compare HNASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Homestead Growth Fund

Symbol name