Kiplinger’s Personal Finance: Oldies but Goodies

The Small-Company Stock Fund was one of six funds magazine editors named consistently good performers. The article appears in the February issue published in January. Filtering from a list of 1,500 stock funds, Homestead’s Small-Company Stock Fund earned the top spot for consistently above-benchmark returns (rolling periods 10/03 to 10/14).

Past performance does not guarantee future results. Share prices of small-capitalization stock funds may be more volatile than those of large-capitalization stock funds. Smaller companies may have limited product lines, markets or financial resources, or their management teams may have less depth and expertise, compared with large-capitalization companies.