About HISIX
The Homestead Funds, Inc. International Equity Fund is an open-end mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of companies based outside the United States. Managed in partnership with Harding Loevner, the fund utilizes a comprehensive fundamental research process to select investments in developed, emerging, and frontier markets. Its portfolio spans diverse sectors and geographies, typically holding positions in at least ten different countries to mitigate risk. The fund invests at least 80% of its assets in global equities, including common and preferred shares, rights, warrants, and convertible securities, and may also invest in companies that generate substantial revenues internationally. Its investment approach blends growth and value strategies and is benchmarked against the MSCI EAFE Index, reflective of its focus on international large-cap stocks. Established in January 2001, the fund is classified within the Foreign Large Blend category, and emphasizes broad diversification across industries, currencies, and market capitalizations, making it a vehicle for investors seeking exposure to global equity markets outside the U.S.
Fund Family Homestead
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HISIX
Index MSCI EAFE NR USD
HISIX had a total return of 18.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.14%.
