Homestead Small Company Stock Fund
HSCSX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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Company Information
Provider
Homestead
Manager/Tenure
(Years)
(Years)
James Polk (7), Mark Iong (3)
Website
Address
Homestead
Arlington VA - 22203
Arlington VA - 22203
Country
United States
Phone Number
800-258-3030
Investment Strategy
The investment seeks long-term growth of capital for the long-term investor. The fund generally invests in stocks of companies that homestead advisers believes are attractive based on its investment process. 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 Russell 2000 Index.