HNASX – Homestead Growth Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term capital appreciation. The fund normally will invest at least 80% of net assets (including any borrowings for investment purposes) in the common stocks of large companies. A large company is defined as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000 Growth Index, a widely used benchmark of the largest domestic growth stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HNASX	Homestead Growth Fund	No Load	Open			Jan 22, 2001	$453.82M	0.790%	Average	$500	−$26.73M

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