Homestead’s Value and Growth Funds appeared in the “Category Kings” section of The Wall Street Journal. The top ten funds in each category were listed and ranked according to their year-to-date total returns for the period ending October 31, 2017. The Value Fund was ranked #7 in the Multicap Value category out of 375 funds. The Growth Fund was ranked #6 in the Large-Cap Growth category out of 650 funds.
The Journal’s “Category Kings” rankings are based on Lipper categories. Total returns include capital appreciation and reinvested distributions.
Past performance does not guarantee future results. Equity funds, in general, are subject to style risk, the chance that returns on stocks within the style category in which the fund invests will trail returns of stocks representing other styles or the market overall.