2 Homestead Mutual Funds for Steady Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 21 2024
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Source: NASDAQ.COM
- Homestead Mutual Funds: Established in 1990, offers a range of no-load mutual funds for maximum returns with prudent investment approaches.
- Investing in Homestead Funds: Considered judicious due to diversification without commission charges and lower fees compared to the category average.
- Homestead Value HOVLX: Invests in undervalued companies, managed by James A. Polk, with strong annualized returns and a Zacks Mutual Fund Rank #1.
- Homestead Growth HNASX: Invests in large-cap companies, managed by Taymour R. Tamaddon, with positive annualized returns and a Zacks Mutual Fund Rank #2.
- Zacks Investment Research: Offers free Fund Newsletter, special reports on stocks before Election Day, and fund analysis reports for investors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
