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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1158 | 1107 | 1109 | 1546 | 1799 |
Fund Return | 3.01% | 15.79% | 10.71% | 3.5% | 9.1% | 6.05% |
Place in category | 180 | 84 | 235 | 243 | 154 | 321 |
% in Category | 28 | 12 | 39 | 45 | 32 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Homestead Value | 1.06B | 14.76 | 7.87 | 10.70 | ||
Homestead Growth | 402.56M | 24.81 | 6.62 | 15.27 | ||
Homestead Stock Index | 265.7M | 19.15 | 8.87 | 12.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.24B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal Signal | US3138551086 | 3.68 | 90.72 | -1.83% | |
Atkore Intl | US0476491081 | 3.64 | 91.23 | -1.35% | |
Summit Materials Inc | US86614U1007 | 3.50 | 48.53 | -0.31% | |
Comfort Systems | US1999081045 | 3.49 | 439.41 | -1.46% | |
Applied Industrial Technologies | US03820C1053 | 3.37 | 270.94 | -0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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