3 / 5 Stars
3 3 5 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#133 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.83 percent over the past year, 13.33 percent over the past three years, 18.57 percent over the past five years, and 6.21 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||6.2%|
The investment seeks to match, as closely as possible, before expenses, the performance of the Standard & Poor's 500 Stock Index (the "index"), which emphasizes stocks of large U.S. companies. The Stock Index Fund is a feeder fund, meaning that it invests all of its investable assets in a master portfolio. It invests its assets in the S&P 500 Stock Master Portfolio ("Master Portfolio"). The Master Portfolio pursues its investment objective by investing in all of the securities that make up the index and investing in these securities in proportions that approximate the weightings of the index.
Fees are Average compared to funds in the same category.
Homestead Stock Index Fund has an expense ratio of 0.60 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.