Homestead Funds Short-Term Government Securities Fund

Class No Load (HOSGX)
Scorecard
3 / 5 Stars
Lipper
4 5 5 4 3
Zacks Investment Research
---
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 49 Short Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Homestead funds

See full Short-Term Government rankings

See more fund rankings

Performance

The fund has returned 0.79 percent over the past year, 0.91 percent over the past three years, 1.54 percent over the past five years, and 2.60 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 0.9%
1 Year 0.8%
3 Years (Annualized) 0.9%
5 Years (Annualized) 1.5%
10 Years (Annualized) 2.6%

See more HOSGX performance

Summary

The investment seeks current income. The fund invests at least 80% of its net assets in fixed-income securities whose principal and interest payments are guaranteed by the U.S. government. In addition, the dollar-weighted average portfolio maturity of the fund, under normal circumstances, is expected to be three years or less. Principal investments normally are U.S. Treasury securities, securities issued by U.S. government agencies and instrumentalities. RE Advisers' goal is to maximize the fund's total return by investing in securities that exhibit the most favorable risk/reward trade-off in the most attractive market sectors.

Fees

Fees are Low compared to funds in the same category.
Homestead Funds Short-Term Government Securities Fund has an expense ratio of 0.69 percent.

See more HOSGX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more HOSGX risk