Homestead’s Small-Company Stock Fund was named to the Kiplinger 25, a list of the editors’ top 25 mutual funds. The article appears in the May 2015 issue of Kiplinger’s Personal Finance. The fund also made the list in 2014 and 2013. In selecting funds for inclusion, editors favor low-cost, low-turnover funds run by seasoned managers.
Past performance does not guarantee future results. Investing in small-company stocks poses special risks, such as limited information on which to base investment decisions, and historically greater share-price volatility than larger-cap stocks have experienced. Investing in mutual funds involves risk, including the possible loss of principal. The Small-Company Stock Fund’s expense ratio is below the peer group average, as determined by Lipper for the period ended December 31, 2014.