Homestead Rural Financials
| HRRLX Fund | USD 8.32 0.00 0.00% |
Homestead |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Homestead Rural Fund Summary
Homestead Rural competes with International Equity, Growth Fund, Homestead Intermediate, Short-term Bond, and Short-term Government. Under normal circumstances, the advisor intends to invest at least 80 percent of its net assets in companies that are important to the economic development of rural America. The fund primarily invests in equity and fixed income securities of U.S. issuers. The allocation of the funds investments across equity and fixed-income asset classes can vary substantially from time to time. Under normal market conditions, the fund seeks to invest 30-70 percent of its assets in each asset class.Specialization | Allocation--50% to 70% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Homestead Funds Trust |
| Mutual Fund Family | Homestead |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 258 3030 |
| Currency | USD - US Dollar |
Homestead Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Homestead Rural's current stock value. Our valuation model uses many indicators to compare Homestead Rural value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Homestead Rural competition to find correlations between indicators driving Homestead Rural's intrinsic value. More Info.Homestead Rural America is rated # 4 fund in annual yield among similar funds. It also is rated # 4 fund in net asset among similar funds making up about 799,584,228 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Homestead Rural's earnings, one of the primary drivers of an investment's value.Homestead Rural America Systematic Risk
Homestead Rural's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Homestead Rural volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Homestead Rural America correlated with the market. If Beta is less than 0 Homestead Rural generally moves in the opposite direction as compared to the market. If Homestead Rural Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Homestead Rural America is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Homestead Rural is generally in the same direction as the market. If Beta > 1 Homestead Rural moves generally in the same direction as, but more than the movement of the benchmark.
Other Information on Investing in Homestead Mutual Fund
Homestead Rural financial ratios help investors to determine whether Homestead Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Homestead with respect to the benefits of owning Homestead Rural security.
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