HOSBX Mutual Fund
HOSBX Mutual Fund
Homestead Short-Term Bond Fund
HOSBX Mutual Fund Overview
HOSBX Mutual Fund (Homestead Short-Term Bond Fund) is managed by Homestead Funds with $416.6M in net assets. holding 244 positions across sectors including Other, Financials, Utilities. Inception date: 1991-11-05.
HOSBX performance shows a YTD return of 0.65%. The 1-year return is 3.00% and the 5-year return is 1.77%. HOSBX dividend yield stands at 3.49%, paid monthly.
HOSBX top holdings include Us Treas Nts 3.5% 03/15/29 (18.5%), Us Treasury N/B 03/28 3.875 (10.9%), Treasury Note (Otr) 3.88% Mar 31, 2031 (1.9%), State Street Institutional US Government Money Market Fund (1.8%), Wells Fargo & Company Mtn 5.24% Jan 24, 2031 (1.3%). View all HOSBX holdings, sector breakdown, or dividend history.
HOSBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HOSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.