Homesteads family of ten funds covers the range of investments most people need to meet their goals. Mutual Fund Education Index Fund Center Domestic Stock Funds International and Global Stock Funds Target-Date Funds Fixed-Income Funds Asset Allocation Specialized Funds Enhanced Index Funds Actively Managed Funds.
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Whatever your goal or your time of life Homestead funds can provide the combination of safety and growth potential to help you build your own success story.
Homestead mutual funds. This page contains a comprehensive listing of all mutual funds offered by Homestead. Any tax information contained. The funds sponsor has no legal obligation to provide financial support to the fund and you should not expect that the sponsor will provide financial support to the fund.
Parent company Homestead Funds was established by the National Rural Electric Cooperative Association a not-for-profit organization representing the nations. World Large Stock Funds. Although the fund seeks to preserve the value of your investment at 100 per share it cannot guarantee it will do so.
Homestead Small Company Stock Fund in Lippers Small-Cap Core Funds classification received a rating of 4 for the three-year five-year ten-year and Overall periods number of funds rated in parentheses. Foreign Large Blend Funds. The oldest fund launched was in 1990.
HOSBX A complete Homestead Short-Term Bond Fund mutual fund overview by MarketWatch. Small Growth Funds. Small Blend Funds.
Prior to this role he co-managed taxable fixed-income mutual fund portfolios for Calvert Investment Management Inc. The funds sponsor has no legal obligation to provide financial support to the fund and you should not expect that the sponsor will provide financial support to the fund. Founded by NRECA in 1990 Homestead Funds provides financial planning services and a range of professionally managed mutual funds to help investors build.
To obtain a prospectus call 1-800-258-3030 or download a PDF of it now. He joined RE Advisers in 2016. 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.
Homestead Funds is a mutual fund company that was created in 1990 to give National Rural Electric Co. You can learn everything you need to know about our funds below. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
Agudelo completed internships at the United States Department of Agriculture in 2002. Real Estate Funds. Small Value Funds.
The average expense ratio from all mutual funds is 080. The fund launched in November 1990. View mutual fund news mutual fund market and mutual fund interest rates.
And held previous positions at Calvert in trading and securities analysis. Homestead Mutual Insurance located in the Fox Valley area of Wisconsin in Homeowners Farm Farmette Mobile home Rentals Commercial Renters Mutual Insurance Company Winnebago County Outagamie County Fond du Lac County Waupaca County Calumet County Brown County Waushara County Green Lake County Dodge County Marquette County. As with any investment you should consider how your investment in a mutual fund will be taxed.
Number of Mutual Funds Offered 7 Average Expense Ratio 078 Total Assets 288 Billion Active Since 1990 Homestead Mutual Fund. CEO Mark Santero explains how easy it is for people to turn their savings and investing plans into action with Homesteads online resources and dedicated cli. Mauricio co-manages RE Advisers fixed-income strategies.
An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Lipper ratings are not intended to predict future results and Lipper does not guarantee. Mid-Cap Growth Funds.
Homestead Mutual Funds The following table displays all of the mutual funds in our database offered by Homestead. Foreign SmallMid Blend Funds. Please consult your tax adviser about the effect of your investment in a Homestead Fund.
Three-Year 233 funds Five-Year 223 funds ten-year 175 funds and Overall 233 funds. Homestead Mutual Funds. You could lose money by investing in the fund.
Prior to joining Calvert Mr. Although the fund seeks to preserve the value of your investment at 100 per share it cannot guarantee it will do so. The fund invests in stocks of companies selling at prices below what RE Advisers believes to be their fundamental value.
Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds as selected by our Mutual Fund to ETF Converter tool. You could lose money by investing in the fund. 10000 of all the mutual funds are no load funds.
The prospectus contains this and other information about the funds and should be read carefully before investing. Homestead is a company that sells mutual funds with 2865M in assets under management. The sortable table below contains information about each mutual fund including fees performance and dividend-related metrics.
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Homestead Mutual Insurance Company Home Farm Renters Mobile Home Farmette Larsen Wi
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Homestead Mutual Insurance Company Home Farm Renters Mobile Home Farmette Larsen Wi
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