HOSGX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to HOSGX

HOSGX charges 0.75% annually. There are 75 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GUSTX	GMO U.S. Treasury Fund	0.01%	—	Mar 2009	HOSGX vs GUSTX
FBLTX	Fidelity SAI Long-Term Treasury Bond Index Fund	0.03%	—	Oct 2015	HOSGX vs FBLTX
FNBGX	Fidelity Long-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	HOSGX vs FNBGX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	HOSGX vs FUMBX
FUAMX	Fidelity Intermediate Treasury Bond Index Fund	0.03%	—	Dec 2005	HOSGX vs FUAMX

Best Risk-Adjusted Alternatives to HOSGX

HOSGX has a PortfoliosLab risk / return rank of 36. There are 27 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
FEUGX	Federated Hermes Adjustable Rate Fund	99	—	Dec 1985	HOSGX vs FEUGX
DFFGX	DFA Short-Term Government Portfolio	99	1.81B	May 1987	HOSGX vs DFFGX
GUSTX	GMO U.S. Treasury Fund	99	—	Mar 2009	HOSGX vs GUSTX
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	94	—	Aug 2010	HOSGX vs VSBIX
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	93	33.80B	Dec 2009	HOSGX vs VSBSX

Top Performing HOSGX Alternatives (YTD)

HOSGX is at 0.02% YTD. There are 29 mutual funds in the Government Bonds category with higher YTD returns, going as high as 1.94%.

Symbol	Name	YTD Return	AUM	Inception
FEUGX	Federated Hermes Adjustable Rate Fund	1.94%	—	Dec 1985	HOSGX vs FEUGX
DFFGX	DFA Short-Term Government Portfolio	1.79%	1.81B	May 1987	HOSGX vs DFFGX
MDSIX	Integrity Short Term Government Fund	1.60%	—	Jun 2011	HOSGX vs MDSIX
GUSTX	GMO U.S. Treasury Fund	1.59%	—	Mar 2009	HOSGX vs GUSTX
RFBAX	Davis Government Bond Fund	1.14%	—	Nov 1994	HOSGX vs RFBAX

Lowest Volatility Alternatives to HOSGX

HOSGX has 2.33% 1-year volatility. There are 23 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 0.81%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFFGX	DFA Short-Term Government Portfolio	0.81%	1.81B	May 1987	HOSGX vs DFFGX
GUSTX	GMO U.S. Treasury Fund	1.27%	—	Mar 2009	HOSGX vs GUSTX
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	1.30%	33.80B	Dec 2009	HOSGX vs VSBSX
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	1.30%	—	Aug 2010	HOSGX vs VSBIX
FEUGX	Federated Hermes Adjustable Rate Fund	1.37%	—	Dec 1985	HOSGX vs FEUGX

Lowest Drawdown Alternatives to HOSGX

HOSGX has a 1-year max drawdown of -1.38%. There are 14 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GUSTX	GMO U.S. Treasury Fund	-0.20%	—	Mar 2009	HOSGX vs GUSTX
DFFGX	DFA Short-Term Government Portfolio	-0.30%	1.81B	May 1987	HOSGX vs DFFGX
FEUGX	Federated Hermes Adjustable Rate Fund	-0.32%	—	Dec 1985	HOSGX vs FEUGX
RFBAX	Davis Government Bond Fund	-0.77%	—	Nov 1994	HOSGX vs RFBAX
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	-0.81%	—	Aug 2010	HOSGX vs VSBIX

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	74	11.58%	—	Nov 1990	HOSGX vs HOVLX
HSTIX	Homestead Stock Index Fund	Large Cap Blend Equities	57	9.05%	—	Oct 1999	HOSGX vs HSTIX
HNASX	Homestead Growth Fund	Large Cap Growth Equities	10	1.23%	—	Jan 2001	HOSGX vs HNASX
HSCSX	Homestead Small Company Stock Fund	Small Cap Blend Equities	20	8.30%	—	Mar 1998	HOSGX vs HSCSX
HISIX	Homestead International Equity Fund	Foreign Large Cap Equities	71	16.69%	—	Jan 2001	HOSGX vs HISIX
HOIBX	Homestead Intermediate Bond Fund	Intermediate Core Bond	15	-0.80%	—	May 2019	HOSGX vs HOIBX
HOSBX	Homestead Funds Short Term Bond Fund	Short-Term Bond	42	0.04%	—	Nov 1991	HOSGX vs HOSBX

Often Compared With HOSGX

Investors most often compare HOSGX with HABDX, FZROX, SCHV. These 19 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HABDX	Harbor Core Plus Fund	Intermediate Core-Plus Bond	26	-0.02%	—	Dec 1987	HOSGX vs HABDX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	64	9.94%	—	—	HOSGX vs FZROX
SCHV	Schwab U.S. Large-Cap Value ETF	Large Cap Value Equities	89	16.12%	15.73B	Dec 2009	HOSGX vs SCHV
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	59	9.06%	—	—	HOSGX vs FNILX
LAMR	Lamar Advertising Company (REIT)		88	29.23%	—	—	HOSGX vs LAMR
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	64	10.00%	71.82B	Nov 2009	HOSGX vs SCHX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	HOSGX vs SCHD
SGINX	DWS GNMA Fund	Government Bonds	19	-0.91%	—	Jul 2000	HOSGX vs SGINX
PRGMX	T. Rowe Price GNMA Fund	Government Bonds	42	0.01%	—	Nov 1985	HOSGX vs PRGMX
LTUSX	Thornburg Limited Term U.S. Government Fund	Government Bonds	34	0.35%	—	Nov 1987	HOSGX vs LTUSX
FGMNX	Fidelity GNMA Fund	Government Bonds	46	0.41%	—	Nov 1985	HOSGX vs FGMNX
VFIJX	Vanguard GNMA Fund Admiral Shares	Government Bonds	37	0.18%	10.90B	Feb 2001	HOSGX vs VFIJX
VGIVX	Vanguard Emerging Markets Government Bond Index Fu...	Government Bonds	59	0.48%	6.80B	Feb 2015	HOSGX vs VGIVX
BGNMX	American Century Ginnie Mae Fund	Government Bonds	27	-0.17%	343.63M	Sep 1985	HOSGX vs BGNMX
FUTBX	Fidelity SAI U.S. Treasury Bond Index Fund	Government Bonds	14	-0.71%	—	Mar 2016	HOSGX vs FUTBX
PEDIX	PIMCO Extended Duration Fund	Government Bonds	3	-5.53%	—	Aug 2006	HOSGX vs PEDIX
VGAVX	Vanguard Emerging Markets Government Bond Index Fu...	Government Bonds	59	0.37%	6.80B	May 2013	HOSGX vs VGAVX
PDMIX	PIMCO GNMA and Government Securities Fund	Government Bonds	31	0.08%	—	Jul 1997	HOSGX vs PDMIX
VEDTX	Vanguard Extended Duration Treasury Index Fund	Government Bonds	3	-5.74%	—	Nov 2007	HOSGX vs VEDTX

Compare HOSGX with Any Fund or Stock

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

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Diversifiers

Pair HOSGX with funds that move differently

Homestead Funds Short-Term Government Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HOSGX.

Explore HOSGX Diversifiers

Homestead Funds Short-Term Government Securities Fund (HOSGX) Alternatives