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Homestead Short-Term Bond HOSBX

Quantitative rating as of
  • NAV / 1-Day Return 4.87  /  0.01 %
  • Total Assets 483.1 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 1.75%
  • Effective Duration

Morningstar’s Analysis HOSBX

Will HOSBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling Parent Pillar rating and a subpar People Pillar limit Homestead Short-Term Bond to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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