Mutual Fund Insights: Homestead Small Company Stock Fund (HSCSX)

In-depth Analysis of Homestead Small Company Stock Fund (HSCSX)

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See Homestead Small Company Stock Fund (HSCSX) performance details as of February 28, 2010

  

Last Trade: $18.32 on 3/19/2010, Change: -0.15 (-0.81%)

Experiment our closing price forecasting tool for Homestead Small Company Stock Fund (HSCSX) (alpha release)

  

Fund Manager - Stuart E. Teach

Fund Manager Tenure: 12.1 years
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

Stuart E. Teach is the Director and Vice President of RE Advisers and has been with NRECA since 1985. Stuart E. Teach holds the the Chartered Financial Analyst designation.  Get more insights on Stuart E. Teach

  

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

Data for Homestead Small Company Stock Fund (HSCSX) as of February 28, 2010

• Homestead Small Company Stock Fund (HSCSX) management has been with Homestead Small Company Stock Fund for 12.1 years
• Homestead Small Company Stock Fund (HSCSX) has good short-term performance (1-year return 80.48% vs 72.24 % Small Value category average)
• Homestead Small Company Stock Fund (HSCSX) has good Long-term performance (5-year return 4.66% vs 1.04 % Small Value category average)
• 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
• Homestead Small Company Stock Fund (HSCSX) has an annual stock turnover rate of 26.00% vs Small Value average of 84.10%. It is good that Homestead Small Company Stock management does not trade extensively for its return.
• Homestead Small Company Stock Fund (HSCSX) has a lower management fee than its Small Value average: 1.25% vs 1.50%
• Homestead Small Company Stock Fund (HSCSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for Homestead Small Company Stock Fund (HSCSX) as of February 28, 2010

• Homestead Small Company Stock Fund is a focused fund with 43.55% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Homestead Small Company Stock Fund (HSCSX) has a less-than-ideal mid-term performance (3-year return -0.52% vs -5.98 % Small Value category average)
• Homestead Small Company Stock Fund (HSCSX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.91 that is higher than category average of 25.56

See Homestead Small Company Stock Fund (HSCSX) performance details as of February 28, 2010

  

  

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Homestead Small Company Stock Fund (HSCSX) Net Asset

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

Date	Net Asset
02/2010	$68.24M
01/2010	$64.48M
11/2009	$62.14M

More historic net asset information on Homestead Small Company Stock Fund (HSCSX)

  

Homestead Small Company Stock Fund (HSCSX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
09/2009	3.68%	96.32%	0%	0%
06/2009	3.11%	96.89%	0%	0%
03/2009	4.92%	95.08%	0%	0%

Click here to see more historic asset allocation information on Homestead Small Company Stock Fund (HSCSX)

  

Most Recent Top 10 Holdings in Homestead Small Company Stock Fund (HSCSX)

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

30-Sep-09 NORDSTROM INC [5.58%] WESTERN DIGITAL CP [4.86%] BRINKER INTL INC [4.83%] COOPER TIRE RUBBER [4.38%] WESTLAKE CHEMICAL CO [4.3%] CIMAREX ENERGY CO [4.27%] MANITOWOC CO INC [4.02%] CARLISLE COS INC [3.99%] SSGA Fds [3.68%] National Bankshares, Inc. [3.64%]

30-Jun-09 BRINKER INTL INC [6.53%] NORDSTROM INC [4.95%] WESTERN DIGITAL CP [4.39%] National Bankshares, Inc. [4.28%] WESTLAKE CHEMICAL CO [4.26%] SMUCKERS J M NEW [4.12%] ALBERTO-CULVER CO [4.01%] APPLIED IDNS TECH [3.82%] REGAL BELOITE CP [3.58%] CARLISLE COS INC [3.53%]

31-Mar-09 Brinker International, Inc. [7.98%] Nordstrom, Inc. [4.94%] Alberto-Culver Co (New) [4.22%] National Bankshares, Inc. [3.99%] Westlake Chemical Corp [3.98%] Carlisle Companies Inc. [3.9%] Applied Industrial Technologies [3.87%] Western Digital Corp. [3.8%] Smucker (J.M.) Co. [3.74%] Cracker Barrel Old Country Stor [3.74%]

Click here for Stock Holding Change Map in Homestead Small Company Stock Fund (HSCSX)

  

Related books and products to Homestead Small Company Stock Fund (HSCSX)

  

Latest News on Homestead Small Company Stock (HSCSX)

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Books and Resources

 

 

See more information on Homestead Small Company Stock Fund (HSCSX)

• Homestead Small Company Stock Fund Insights
• Homestead Small Company Stock Fund Performance Data
• Homestead Small Company Stock Fund News
• Homestead Small Company Stock Fund Score Explaination
• Homestead Small Company Stock Fund Manager Information
• Historic Homestead Small Company Stock Fund Asset Allocation Report
• Historic Homestead Small Company Stock Fund Top 10 Holding Tracking
• Historic Homestead Small Company Stock Fund Asset Under Management Tracking