Homestead Value (HOVLX - Free Report) a Zacks Rank #2 (Buy) invests at least 80% of its total assets in common stocks of established companies.
This All Cap Value fund, as of the last filing, allocates their fund in two major groups; Large Growth and Large Value. Further, as of the last filing, INTEL CORP, CISCO SYSTEMS INC and AVERY DENNISON CORP were the top holdings for HOVLX.
The Homestead Value fund, managed by Homestead, carries an expense ratio of 0.61%. Moreover, HOVLX requires a minimal initial investment of $500.
HOVLX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 25.43%, 3 year 9.52% and 5 year 13.56%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
HOVLX’s performance, as of the last filing, when compared to funds in its category was in the top 31% in 1 year, top 18% over the past 3 years, and in the 15% over the past 5 years.
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