HOVLX : Homestead Funds Value Fund

HOVLX is a US Stocks Market Large Value with MODERATE fees.

HOVLX

Homestead Funds Value Fund

FI Score

59 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

59% FI Score
  • hovlx
  • Mutual Fund
  • US Stocks
  • Large Value

Homestead Funds Value Fund

Expenses: 0.66% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital and income for the long-term investor; current income is a secondary objective. The fund invests in stocks of companies selling below what RE Advisers believes to be their fundamental value. To determine whether a stock is undervalued, RE Advisers considers, among other factors, potential earning power, financial ratios and any competitive advantages a company may have.

Largest Holdings

Amount Holding
5.54% Microsoft Corp
5.30% Alphabet Inc Class C
4.94% Visa Inc Class A
4.26% Avery Dennison Corp
4.21% Abbott Laboratories
4.13% Honeywell International Inc
4.00% JPMorgan Chase & Co
3.98% Allstate Corp
3.84% Merck & Co Inc
3.48% Pfizer Inc
3.15% NVIDIA Corp
2.56% Parker Hannifin Corp
2.55% Centene Corp
2.23% Bank of America Corp
2.16% Genuine Parts Co
2.13% Cigna Corp
2.13% Leidos Holdings Inc
2.09% Chevron Corp
2.03% Bristol-Myers Squibb Company
2.02% VMware Inc
1.90% Allergan PLC
1.77% Medtronic PLC
1.68% Verizon Communications Inc
1.67% Goldman Sachs Group Inc
1.67% Citigroup Inc

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