HOIBX Mutual Fund
HOIBX Mutual Fund
Homestead Intermediate Bond Fund
HOIBX Mutual Fund Overview
HOIBX Mutual Fund (Homestead Intermediate Bond Fund) is managed by Homestead Funds with $149.1M in net assets. HOIBX expense ratio is 0.80%, holding 278 positions across sectors including Other, Financials, Energy. Inception date: 2019-05-01.
HOIBX performance shows a YTD return of -2.38%. The 1-year return is 3.48% and the 5-year return is -0.01%. HOIBX dividend yield stands at 3.36%, paid monthly.
HOIBX top holdings include Us Treasury N/B 3.75% 02/28/2033 3.75 (5.4%), Us Treas Nts 3.5% 03/15/29 (4.2%), Treasury Note (Otr) 3.88% Mar 31, 2031 (3.4%), Fed Hm Ln Pc Pool Sd8193Fr 02/52 Fixed 2 (2.9%), Us Treasury N/B 03/28 3.875 (2.9%). View all HOIBX holdings, sector breakdown, or dividend history.
HOIBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HOIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.