HOVLX Mutual Fund (Homestead Value Fund) is managed by Homestead Funds with $1.15B in net assets. HOVLX expense ratio is 0.62%, holding 53 positions across sectors including Unknown, Financials, Industrials. Inception date: 1990-11-19.

HOVLX performance shows a YTD return of 8.89%. The 1-year return is 18.31% and the 5-year return is 9.29%. HOVLX dividend yield stands at 7.18%, paid semi-annually.

HOVLX top holdings include Jp Morgan Chase & Co (4.5%), Exxon Mobil Corp (4.4%), Parker-hannifin (3.5%), Alphabet Inc series C (3.4%), Lam Research Corp (3.1%). View all HOVLX holdings, sector breakdown, or dividend history.

HOVLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HOVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.