| 31.38 Net Asset Value | +1.10% 1 Day | +15.79% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 1.03% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +9.26% | 3 years | +17.72% | |
| 3 months | +7.76% | 5 years | +11.99% | |
| 1 year | +33.39% | Since inception | +8.96% |
| HSCSX | Category | |
|---|---|---|
| Performance 5-yr return | +11.99% | +7.67% |
| Expense ratio | 1.03% | 1.34% |
| Risk 5 year sharpe ratio | 0.57 | 0.38 |
| Net assets | $514.8M | $748.4M |
| Average market cap | $1.5B | $1.9B |
| Average P/E | 14.2 | 17.7 |
| Portfolio turnover | 1% | 1% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Homestead |
| Fund manager & tenure | Stuart Teach / 15 Years |
| Minimal initial investment | $500.00 |
| Minimum IRA investment | $200.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 27.36% |
| Consumer service | 23.73% |
| Consumer goods | 15.28% |
| Energy | 11.00% |
| Financial service | 9.87% |
| IWN iShares Russell 2000 Value Index | 4.61% |
| IJR iShares Core S&P Small-Cap ETF | 4.60% |
| BDC Belden, Inc. | 3.35% |
| MANT Mantech International Corp Class A | 3.07% |
| MTW Manitowoc Co Inc | 3.03% |
| STE Steris Corporation | 3.02% |
| RSTI Rofin-Sinar Technologies, Inc. | 2.99% |
| CTB Cooper Tire & Rubber Company | 2.90% |
| HTSI Harris Teeter Supermarkets Inc | 2.89% |
| AIT Applied Industrial Technologies, Inc. | 2.88% |
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