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Homestead Small Company Stock Fund (HSCSX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund invests in stocks of companies selling at prices below what RE Advisers believes to be their fundamental value. Under normal circumstances, it will invest at least 80% of its net assets (plus borrowing for investment purposes) in common stocks of companies whose market capitalization, at the time of purchase, is within the range of the market capitalization of companies represented in the Russell 2000 Index.

Looking to diversify beyond HSCSX? The mutual funds below have the lowest correlation with HSCSX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from HSCSX.

Best Diversifiers for HSCSX

0 mutual funds have low correlation with HSCSX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.70, roughly unchanged from 0.79 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AUERX
Auer Growth Fund0.700.760.79
83
Small Cap Blend EquitiesHSCSX vs AUERX
HSTIX
Homestead Stock Index Fund0.700.740.80
63
Large Cap Blend EquitiesHSCSX vs HSTIX
HOVLX
Homestead Funds Value Fund0.810.840.85
52
Large Cap Value EquitiesHSCSX vs HOVLX
IPSIX
Voya Index Plus SmallCap Portfolio0.830.860.90
86
Small Cap Blend EquitiesHSCSX vs IPSIX
HDPSX
Hodges Small Cap Fund0.830.890.90
80
Small Cap Blend EquitiesHSCSX vs HDPSX
See all 31 diversifiers for HSCSX

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