4 / 5 Stars
5 5 3 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#79 in Large Growth
U.S. News evaluated 468 Large Growth 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 35.54 percent over the past year, 16.92 percent over the past three years, 24.02 percent over the past five years, and 8.43 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||24.0%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term capital appreciation through investments in common stocks of growth companies. The fund invests (at least 65% of net assets) 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. While most assets typically will be invested in U.S. common stocks, it may invest in foreign stocks in keeping with its investment objective. The fund is non-diversified.
Fees are Average compared to funds in the same category.
Homestead Growth Fund has an expense ratio of 0.95 percent.
Risk is High compared to funds in the same category according to Morningstar.