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Homestead Funds Value Fund (HOVLX)

US Funds

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60.24 +0.30 +0.50%

11/11 - 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: 1.18B

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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 Change7.88%

Prev. Close59.94

Risk Rating

TTM Yield1.09%

ROE27.56%

IssuerHomestead

Turnover14%

ROA10.05%

Inception Date33196

Total Assets1.18B

Expenses0.60%

Min. Investment500

Market Cap239.86B

CategoryLarge Value

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Homestead Funds Value Fund News

S&P 500 price target lifted at Jefferies on strong earnings season By Investing.com - Aug 25, 2025

Investing.com -- Jefferies lifted its S&P 500 price target, citing a “broad-based resilience” in the second-quarter earnings season that should ease concerns about the U.S. economy...

BofA warns Fed risks policy mistake with early rate cuts By Investing.com - Aug 23, 2025

Investing.com -- Bank of America (NYSE:BAC) warned that the Federal Reserve risks committing a policy mistake if it begins cutting rates next month, despite Chair Jerome Powell’s...

Barclays now sees two Fed cuts this year, says jumbo Fed cuts 'very unlikely' By Investing.com - Aug 23, 2025

Investing.com -- Federal Reserve Chair Jerome Powell on Friday signaled that an interest rate cut could come as soon as next month, balancing concerns over a cooling labor market...

Homestead Funds Value Fund Analysis

Russell 2000 Sets Up for a Fresh Push After Breakout Test By Declan Fallon - Dec 17, 2025

It was coming, but only because markets have performed strongly since the November lows. We have seen breakouts in the Russell 2000 (IWM) and equal-weighted S&P, but both have...

S&P 500 Enters the Santa Rally Window as Rate Cuts Support Seasonal Optimism By Charles-Henry Monchau - Dec 15, 2025

Oracle (NYSE:ORCL) bets on OpenAI and Santa continuously delivers S&P 500 gains during the holidays. 1. The Fed Cut Rates as Expected and Initiate Purchases of Short-term US...

A Pivotal Week for Global Markets as Rates Press Higher By Michael Kramer - Dec 15, 2025

As the year comes to a close, with just about two weeks left, I’ve decided to take some time away. Today’s edition will be the last one for 2025. That said, I’m not the type to...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1106	1005	1134	1602	1676	3175
Fund Return	10.6%	0.54%	13.37%	17.01%	10.88%	12.25%
Place in category	636	531	720	569	460	181
% in Category	59	51	65	54	49	25

Top Equity Funds by Homestead

Name	Total Assets	YTD%	3Y%	10Y%
Homestead Growth	416.91M	5.89	22.96	17.09
Homestead Stock Index	324.61M	12.33	22.30	14.74
Homestead Small Company Stock	198.28M	5.23	6.86	7.71

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Washington Mutual A	98.96B	6.09	18.07	13.02
Dodge & Cox Stock	67.25B	5.18	14.56	12.34
Vanguard Equity-Income Adm	62.35B	7.73	16.59	11.54
Vanguard Windsor II Admiral	56.19B	9.96	18.57	12.97
American Funds Washington Mutual R6	48.75B	6.31	18.42	13.35

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan	'46625H100	4.16	342.82	-0.17%
Lam Research	'512807306	3.63	233.78	-0.89%
Microsoft	'594918104	3.41	523.00	+0.36%
AbbVie	'00287Y109	3.36	294.45	-0.18%
Exxonmobil Holdings	'30231G102	3.32	169.78	+1.84%

Technical Summary

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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Recent Quotes

Name	Price	Chg.	Chg. %
Homestead Value	60.24	+0.30	+0.50%
AKBNK	70.10	-0.70	-0.99%
ALAFY	2.23	0.00	0.00%