HSCSX – Homestead Small Company Stock Investment Strategy | Morningstar

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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.

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
HSCSX	Homestead Small Company Stock Fund	No Load	Open			Mar 4, 1998	$198.61M	1.090%	Average	$500	−$26.60M

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