HOVLX Mutual Fund

HOVLX Mutual Fund (Homestead Value Fund) is managed by Homestead Funds with $1.17B in net assets. HOVLX expense ratio is 0.62%, holding 53 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1990-11-19.

HOVLX performance shows a YTD return of 11.99%. The 1-year return is 20.37% and the 5-year return is 10.51%. HOVLX dividend yield stands at 8.46%, paid semi-annually.

HOVLX top holdings include Jpmorgan Chase (4.2%), Lam Research Corp (3.6%), Microsoft Corp (3.4%), Abbvie Inc. (3.4%), Exxon Mobil Corp. (3.3%). Go to all HOVLX holdings, HOVLX sectors, or HOVLX dividends.

HOVLX can be compared against other funds. Use HOVLX overlap to find shared positions, or HOVLX vs another fund for a side-by-side view. HOVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.