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Homestead Funds Short-term Bond Fund (HOSBX)

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4.92 +0.01    +0.20%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 433.82M
Type:  Fund
Market:  United States
Issuer:  Homestead
Asset Class:  Bond
Homestead Short-Term Bond 4.92 +0.01 +0.20%

HOSBX Overview

 
On this page you'll find an in-depth profile of Homestead Funds Short-term Bond Fund. Learn about the key management, total assets, investment strategy and contact information of HOSBX among other information.
Category

Short-Term Bond

Total Assets

433.82M

Expenses

0.77%

Inception Date

33547

Investment Strategy

The investment seeks a high level of income consistent with maintaining minimum fluctuation of principal. The fund normally invests at least 80% of its net assets (plus borrowing for investment purposes) in fixed-income securities that are in the three highest credit categories as ranked by a NRSRO. These investments may include: commercial paper; corporate bonds; U.S. Treasury securities; securities issued or guaranteed by U.S. government entities, agencies or instrumentalities; municipal bonds; U.S. dollar-denominated debt securities of foreign issuers; and asset-backed and mortgage-backed securities.

Contact Information

Address 4301 Wilson Blvd., IFS8-305
Arlington,VA 22203
United States
Phone -

Top Executives

Name Title Since Until
Ivan Naranjo - 2018 Now
Biography Mr. Naranjo is a Fixed Income Portfolio Manager for Homestead Advisers. He was a senior fixed income trader at American Century Investments from 2016 to 2018, a senior investment risk analyst at Legg Mason & Co., LLC from 2015 to 2016, and an associate portfolio manager at Calvert Investment Management, LLC from 2010 to 2015, where he held different responsibilities including portfolio construction, securities analysis, trading, and risk monitoring for a number of taxable fixed income mutual fund portfolios. He received a B.S. in finance from the University of Maryland, Robert H. Smith School of Business. He joined RE Advisers in 2018.
Mauricio Agudelo Portfolio Manager 2016 Now
Biography Mauricio co-manages RE Advisers' fixed-income strategies. He joined Homestead Advisers in 2016. Prior to this role, he co-managed taxable fixed-income mutual fund portfolios for Calvert Investment Management, Inc. and held previous positions at Calvert in trading and securities analysis. Prior to joining Calvert, Mr. Agudelo completed internships at the United States Department of Agriculture in 2002 and 2003. He received a B.S. in finance from the University of Maryland,Robert H. Smith School of Business. He Minored in business culture and language, with a concentration in Spanish. He holds the Chartered Financial Analyst designation. Mr. Agudelo is a Senior Fixed-Income Portfolio Manager for RE Advisers and has managed or co-managed the Fund since May 2016. Mr. Naranjo is a Fixed-Income Portfolio Manager for RE Advisers and has co-managed the Fund since November 2018.
Douglas G. Kern Portfolio Manager 1991 2018
Biography Douglas Kern, CFA Mr. Kern is a Senior Fixed-Income Portfolio Manager for RE Advisers. He received his BA in Business Administration and his MBA in Finance from Pennsylvania State University. He has been with RE Advisers since 1990. Before, he has been with NRECA since 1985.
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