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Homestead Small Company Stock Fund (HSCSX)

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28.69 -0.41    -1.41%
14/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 255.41M
Homestead Small Company Stock 28.69 -0.41 -1.41%

HSCSX Overview

 
On this page you'll find an in-depth profile of Homestead Small Company Stock Fund. Learn about the key management, total assets, investment strategy and contact information of HSCSX among other information.
Category

Small Blend

Total Assets

255.41M

Expenses

1.07%

Inception Date

35858

Contact Information

Address 4301 Wilson Blvd., IFS8-305
Arlington,VA 22203
United States
Phone -

Top Executives

Name Title Since Until
Mark Iong President, Founder 2023 Now
Biography Mark co-manages Homestead Advisers equity strategies. Prior to joining Homestead Advisers in 2019, he was a senior equity analyst at Chartwell Investment Partners on the large-cap team. Prior to that, he was a senior analyst and portfolio manager at Columbia Partners, where he helped oversee growth and value strategies. Mark is a graduate of Cornell University, where he received a Bachelor of Science degree in operations research and information engineering. He holds the Chartered Financial Analyst designation.
James A. Polk Senior Portfolio Manager 2019 Now
Biography James A. Polk, CFA Mr. Polk is a Senior Equity Portfolio Manager for Homestead Advisers. He has co-managed the Value Fund and Small-Company Stock Fund since January 2019. He has co-managed the Rural America Growth & Income Fund since its inception in May 2021. Prior to this role, he was a portfolio manager at Putnam Investment Management, LLC from 2001 to 2017, where he managed small, mid, and multi-cap value oriented mutual funds from 2004 to 2017. He received a BA in English from Colby College and an MBA from the Olin Graduate School of Business at Babson College. He joined RE Advisers in 2019.
Prabha S. Carpenter Senior Equity Portfolio Manager 2014 2023
Biography Ms. Carpenter is a Senior Equity Portfolio Manager for RE Advisers. Prior to becoming a Senior Equity Portfolio Manager, Ms. Carpenter was a Senior Equity Analyst for RE Advisers from March 2002 to April 2014. Prior to that, Carpenter is a vice president and investment officer with Washington Investment Advisers, previously called Geico Investment Services. Prior to joining Geico in 1985, she was a senior research officer with Maryland National Bank, and an equity analyst and portfolio manager with Commercial Credit Corporation. Carpenter is a Chartered Financial Analyst, and a member of both the Washington Society of Investment Analysts and the New York Institutional Options and Futures Society. She received her BA in Business Economics from the University of Madras and her BS in Economics from American University. She received her MBA with a distinction in Finance from American University.
Mark Ashton equity Portfolio Manager 1999 2018
Biography Mark Ashton, CFA Mr. Ashton is a Senior Equity Portfolio Manager for RE Advisers. He received his BS in Finance from the University of Utah and his MBA specializing in Marketing Research from the University of Southern California. Mr. Ashton was a Vice President of Capital Research Company from 1984 to 1998 prior to joining RE Advisers in 1999. Mr. Ashton holds the Chartered Financial Analyst designation.
Gregory Halter Equity Portfolio Manager 2014 2017
Biography Mr. Halter, CFA, is an Equity Portfolio Manager for RE Advisers. He has co-managed the Funds since November 2014. Mr. Halter received his BBA in Finance from Cleveland State University. Prior to becoming an Equity Portfolio Manager, he was an equity analyst with Great Lakes Review from 1998 to 2014, prior to joining RE Advisers in 2014.
Stuart E. Teach Vice President 1998 2014
Biography Mr. Teach is a Director and the Vice President of RE Advisers. He received his BS in Business Administration and Finance from The Ohio State University. He received his MBA in Finance from Miami University. Mr. Teach is a Senior Equity Portfolio Manager for the Value Fund and the Small-Company Stock Fund. He has co-managed the aforementioned Funds since inception. He is a Director and the President of RE Investment Corporation and has been with NRECA since 1985.
Peter R. Morris Director, President 1998 2014
Biography Morris is the director and president of RE Advisers and vice president and Chief Investment Officer of NRECA. He has been with NRECA since 1974.
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