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Homestead Funds Value Fund (HOVLX)

US Funds

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50.91 +0.35 +0.69%

08/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Homestead

Underlying: S&P 500 Value TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 973.98M

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HOVLX Overview

Find basic information about the Homestead Funds Value Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add HOVLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 5.81%

Prev. Close50.56

Risk Rating

TTM Yield1.21%

ROE22.84%

IssuerHomestead

Turnover14%

ROA7.57%

Inception Date33196

Total Assets973.98M

Expenses0.62%

Min. Investment500

Market Cap150.11B

CategoryLarge Value

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Homestead Funds Value Fund News

BTIG's Krinsky sees 'a very poor near-term risk/reward' for S&P 500 By Investing.com - 1 hour ago

Investing.com -- BTIG’s Jonathan Krinsky warned that the S&P 500 may be nearing a tactical top, citing stretched technicals and an overly optimistic run-up ahead of a high-stakes...

National Economic Council director hints at more trade deals By Investing.com - 3 hours ago

Investing.com -- National Economic Council Director, Hassett, in his recent remarks, has indicated that more trade agreements similar to the UK deal are on the horizon. During his...

U.S. importers have borne the burden of tariff costs so far - Barclays By Investing.com - 3 hours ago

Investing.com - U.S. importers have largely borne the burden of President Donald Trump's sweeping tariff agenda, according to analysts at Barclays (LON:BARC). Writing in a note...

Homestead Funds Value Fund Analysis

European and US Futures Show Mixed Movement Ahead of Key Trade Developments By Naeem Aslam - 9 hours ago

Stock futures are showing a mixed stance this Friday, with investors cautiously optimistic about the potential progress stemming from the newly outlined U.S.-United Kingdom...

S&P 500 Calm May Be Deceptive as Reversal Signs Build at Resistance By Michael Kramer - 11 hours ago

It was an interesting day in the market, with significant price swings, soaring inflation expectations, rising rates, and even the dollar moving higher. The US-UK trade doesn’t...

Market Is Tepid Over China Developments: 3 Takeaways By Lance Roberts - May 08, 2025

Treasury Secretary Scott Bessent has said that he will meet with Chinese officials in Switzerland to begin trade talks with China. A month ago, when markets were grossly oversold,...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	978	931	1038	1303	1888	2523
Fund Return	-2.17%	-6.95%	3.77%	9.21%	13.55%	9.7%
Place in category	726	838	992	234	496	103
% in Category	60	75	87	25	48	18

Top Equity Funds by Homestead

Name	Total Assets	YTD%	3Y%	10Y%
Homestead Growth	374.43M	-6.12	16.37	14.39
Homestead Stock Index	249.76M	1.36	12.02	12.39
Homestead Small Company Stock	201.29M	-4.93	2.26	5.07

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	66.61B	-0.06	10.12	10.68
Vanguard Equity-Income Adm	52.53B	-0.18	8.33	9.86
Vanguard Windsor II Admiral	46.59B	-2.88	9.23	9.94
American Funds American Mutual A	40.09B	0.23	8.04	9.25
Vanguard Value Index Adm	37.77B	-1.00	8.48	9.77

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan	US46625H1005	4.80	252.93	-0.22%
Goldman Sachs	US38141G1040	3.89	567.05	+0.24%
Fiserv	US3377381088	3.58	182.27	+0.49%
Parker-Hannifin	US7010941042	3.49	642.93	+0.50%
Honeywell	US4385161066	3.40	213.19	-0.63%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Sell	Sell
Technical Indicators	Strong Buy	Sell	Strong Sell
Summary	Strong Buy	Sell	Strong Sell

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Recent Quotes

Name	Price	Chg.	Chg. %
Homestead Value	50.91	+0.35	+0.69%
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