Short-Term Bond FundHOSBX

MUTUAL FUNDHomestead
Type
Mutual fund
Peer group
Taxable bond
Net assets
$420.8M
Expense ratio
0.76%
1-year return
+3.9%
3 years, a year
+4.3%
5 years, a year
+1.7%
Holdings
244

What it aims to do.

The Short-Term Bond Fund seeks a high level of income consistent with maintaining minimum fluctuation of principal by investing in high-quality, short-term debt securities.

Top 10 holdings.

Holding% of fund
United States Treasury18.48%
United States Treasury10.95%
United States Treasury1.95%
State Street Global Advisors1.84%
Wells Fargo & Company1.30%
C Citigroup Inc1.09%
Government National Mortgage Association1.02%
Government National Mortgage Association1.01%
GS Goldman Sachs Group Inc0.89%
Government National Mortgage Association0.84%

More on HOSBX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.