HOSBX Alternatives & Similar Mutual Funds

Homestead Funds Short Term Bond Fund (HOSBX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HOSBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to HOSBX

HOSBX charges 0.79% annually. There are 109 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	HOSBX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	HOSBX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	HOSBX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	HOSBX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	HOSBX vs TNSHX

Best Risk-Adjusted Alternatives to HOSBX

HOSBX has a PortfoliosLab risk / return rank of 31. There are 115 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	HOSBX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	HOSBX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	HOSBX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	98	—	Nov 2013	HOSBX vs DFAIX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	97	—	Sep 2015	HOSBX vs BATAX

Top Performing HOSBX Alternatives (YTD)

HOSBX is at -0.07% YTD. There are 117 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.20%	—	Apr 2011	HOSBX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	4.01%	—	Jul 2005	HOSBX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.10%	—	Nov 2013	HOSBX vs DFAIX
HOBEX	Holbrook Income Fund	1.91%	—	Jul 2016	HOSBX vs HOBEX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.88%	—	Jul 2016	HOSBX vs DHEIX

Lowest Volatility Alternatives to HOSBX

HOSBX has 2.43% 1-year volatility. There are 108 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.80%	—	Apr 2018	HOSBX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	HOSBX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	HOSBX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.13%	—	Mar 2009	HOSBX vs DFEQX
DLSNX	DoubleLine Low Duration Bond Fund Class N	1.19%	—	Sep 2011	HOSBX vs DLSNX

Lowest Drawdown Alternatives to HOSBX

HOSBX has a 1-year max drawdown of -1.59%. There are 97 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	HOSBX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	HOSBX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	HOSBX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	HOSBX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	HOSBX vs HOBEX

Other Mutual Funds from Homestead

The 7 most viewed Homestead mutual funds shown here include HOVLX, HSTIX, HNASX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	55	10.21%	—	Nov 1990	HOSBX vs HOVLX
HSTIX	Homestead Stock Index Fund	Large Cap Blend Equities	62	9.54%	—	Oct 1999	HOSBX vs HSTIX
HNASX	Homestead Growth Fund	Large Cap Growth Equities	10	-0.21%	—	Jan 2001	HOSBX vs HNASX
HSCSX	Homestead Small Company Stock Fund	Small Cap Blend Equities	26	11.34%	—	Mar 1998	HOSBX vs HSCSX
HISIX	Homestead International Equity Fund	Foreign Large Cap Equities	40	14.49%	—	Jan 2001	HOSBX vs HISIX
HOSGX	Homestead Funds Short-Term Government Securities F...	Government Bonds	21	-0.26%	—	Apr 1995	HOSBX vs HOSGX
HOIBX	Homestead Intermediate Bond Fund	Intermediate Core Bond	16	-0.02%	—	May 2019	HOSBX vs HOIBX

Often Compared With HOSBX

Investors most often compare HOSBX with DBLSX, VBISX, STBFX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	97	1.06%	—	Sep 2011	HOSBX vs DBLSX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	29	-0.13%	—	Mar 1994	HOSBX vs VBISX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	HOSBX vs STBFX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	65	1.62%	—	Jun 1996	HOSBX vs DFCFX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	86	0.58%	—	Dec 2020	HOSBX vs TSDLX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	95	1.72%	—	Mar 2017	HOSBX vs DLDFX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	85	1.56%	—	Nov 2003	HOSBX vs SNSAX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	70	0.73%	—	Mar 2006	HOSBX vs CMFIX

Compare HOSBX with Any Fund or Stock

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

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Diversifiers

Pair HOSBX with funds that move differently

Homestead Funds Short Term Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HOSBX.

Explore HOSBX Diversifiers

Homestead Funds Short Term Bond Fund (HOSBX) Alternatives