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Homestead Value HOVLX

Quantitative rating as of | See Homestead Investment Hub
  • NAV / 1-Day Return 48.03  /  1.54 %
  • Total Assets 938.4 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 1.32%
  • Turnover 9%

Morningstar’s Analysis HOVLX

Will HOVLX outperform in future?

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



Homestead Value’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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