Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | HSCSX Insights | HSCSX Score | HSCSX Performance | HSCSX News | HSCSX Allocation | HSCSX Holdings Change

Homestead Small Company Stock (HSCSX) Fund Ranking and Research

Ranking, Research and Recommendation of Homestead Small Company Stock (HSCSX) Fund

    Last Trade: $39.97 on 3/22/2017, Change: -0.10 (-0.25%)

 

Graph of Homestead Small Company Stock Fund (HSCSX) ManagerFund Manager - Prabha Carpenter

Fund Manager Information

Fund Manager Tenure: 2.9 years
Fund Family: Homestead
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Honorable Mentioning: US News (2011),

 

Graph of Homestead Small Company Stock Fund (HSCSX) ProfileHomestead Small Company Stock Fund (HSCSX) Profile

Fund Profile and Description

Homestead Small Company Stock Fund seeks capital growth over the long term. Homestead Small Company Stock Fund invests in undervalued stocks of promising small companies. Under ordinary conditions, it may invest at least 80% of assets in common stocks of companies whose market capitalization at the time of investment is similar to the market capitalization of companies represented in the Russell 2000 Index.

 

Homestead Small Company Stock (HSCSX) Fund Strength What we like about Homestead Small Company Stock (HSCSX) Fund

Data for Homestead Small Company Stock Fund (HSCSX) as of May 30, 2016

  • Homestead Small Company Stock Fund (HSCSX) has good short-term performance (1-year return -3.89% vs -5.18% Small Blend category median performance)
  • Homestead Small Company Stock Fund (HSCSX) has good mid-term performance (3-year return 7.66% vs 6.96% Small Blend category median performance)
  • Homestead Small Company Stock Fund (HSCSX) has good Long-term performance (5-year return 9.53% vs 7.84% Small Blend category median performance)
  • Homestead Small Company Stock Fund (HSCSX) ratio of up-years vs down years is greater than 2
  • Homestead Small Company Stock Fund (HSCSX) has a Morningstar rating of 4 and above
  • Asset base in Homestead Small Company Stock Fund (HSCSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Homestead Small Company Stock Fund (HSCSX) has an annual stock turnover rate of 16.00% vs Small Blend average of 52.13%. It is good that Homestead Small Company Stock management does not trade extensively for its return.
  • Homestead Small Company Stock Fund (HSCSX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.92, lower than category average of 14.58
  • Homestead Small Company Stock Fund (HSCSX) has a lower expense ratio than its Small Blend average: 0.86% vs 1.22%
  • Homestead Small Company Stock Fund (HSCSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Homestead Small Company Stock Fund (HSCSX) Weakness What we are cautious about Homestead Small Company Stock (HSCSX) Fund

Data for Homestead Small Company Stock Fund (HSCSX) as of May 30, 2016

  • Homestead Small Company Stock Fund (HSCSX) management has been with Homestead Small Company Stock Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
See Homestead Small Company Stock Fund (HSCSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Homestead Small Company Stock Fund (HSCSX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Homestead Small Company Stock3.84-3.897.669.53
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Homestead Small Company Stock Fund (HSCSX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Homestead Small Company Stock Fund (HSCSX) Net Asset TrackingHomestead Small Company Stock (HSCSX) Fund Net Asset

Track net asset change of Homestead Small Company Stock fund (HSCSX)

DateNet Asset
05/2016$1.28B
03/2016$1.25B
02/2016$1.15B
More historic net asset information on Homestead Small Company Stock Fund (HSCSX)

  

Graph of Homestead Small Company Stock Fund (HSCSX) Portfolio TrackingHomestead Small Company Stock (HSCSX) Fund Portfolio Allocation

Track portfolio allocation change of Homestead Small Company Stock fund (HSCSX)

DateCashStockBondOther
03/20160%92.29%7.3%0.41%
12/20156.28%93.3%0%0.42%
09/20154.55%92.88%0%2.57%
Click here to see more historic asset allocation information on Homestead Small Company Stock Fund (HSCSX)

 

graph of Homestead Small Company Stock Fund (HSCSX) Top 10 Position TrackingTop 10 Holdings in Homestead Small Company Stock (HSCSX) Fund

Discover what Homestead Small Company Stock Fund (HSCSX) manager is buying

Mar 30, 2016
Dycom Industries, Inc. Common S [5.87%]
Rofin-Sinar Technologies, Inc. [3.12%]
Cooper Tire & Rubber Company Co [2.92%]
Knight Transportation, Inc. Com [2.89%]
Werner Enterprises, Inc. [2.83%]
Cracker Barrel Old Country Stor [2.57%]
Applied Industrial Technologies [2.56%]
Encore Capital Group Inc [2.55%]
ManTech International Corporati [2.52%]

Dec 30, 2015
Dycom Industries, Inc. Common S [6.51%]
Cooper Tire & Rubber Company Co [3.06%]
Knight Transportation, Inc. Com [2.75%]
Rofin-Sinar Technologies, Inc. [2.66%]
Encore Capital Group Inc [2.61%]
Werner Enterprises, Inc. [2.5%]
Core-Mark Holding Company, Inc. [2.48%]
Applied Industrial Technologies [2.45%]
ManTech International Corporati [2.44%]

Sep 29, 2015
Dycom Industries, Inc. Common S [7.15%]
Encore Capital Group Inc [3.45%]
Cooper Tire & Rubber Company Co [3.39%]
Knight Transportation, Inc. Com [2.89%]
Werner Enterprises, Inc. [2.85%]
Rofin-Sinar Technologies, Inc. [2.73%]
Cracker Barrel Old Country Stor [2.7%]
Applied Industrial Technologies [2.45%]
National Penn Bancshares, Inc. [2.43%]
Click here for Stock Holding Change Map in Homestead Small Company Stock Fund (HSCSX)

  

Latest News on Homestead Small Company Stock (HSCSX) Fund

See what is happening with Homestead Small Company Stock Fund (HSCSX)

 

Homestead Small Company Stock Fund (HSCSX) Related ResourcesSee more information on Homestead Small Company Stock (HSCSX) Fund

Popular pages on Homestead Small Company Stock (HSCSX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update