Homestead Rural Financial Statements From 2010 to 2024
| HRRLX Fund | USD 8.32 0.00 0.00% |
Check Homestead Rural financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Homestead Rural's main balance sheet or income statement drivers, such as , as well as many indicators such as . Homestead financial statements analysis is a perfect complement when working with Homestead Rural Valuation or Volatility modules.
Homestead |
Homestead Rural America Mutual Fund Minimum Initial Investment Analysis
Homestead Rural's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Homestead Rural Minimum Initial Investment | 500 |
Most of Homestead Rural's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Homestead Rural America is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Homestead Rural America has a Minimum Initial Investment of 500. This is much higher than that of the Homestead family and significantly higher than that of the Allocation--50% to 70% Equity category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Homestead Rural America Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Homestead Rural's current stock value. Our valuation model uses many indicators to compare Homestead Rural value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Homestead Rural competition to find correlations between indicators driving Homestead Rural's intrinsic value. More Info.Homestead Rural America is rated # 4 fund in annual yield among similar funds. It also is rated # 4 fund in net asset among similar funds making up about 799,584,228 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Homestead Rural's earnings, one of the primary drivers of an investment's value.About Homestead Rural Financial Statements
Homestead Rural investors use historical fundamental indicators, such as Homestead Rural's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Homestead Rural. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the advisor intends to invest at least 80 percent of its net assets in companies that are important to the economic development of rural America. The fund primarily invests in equity and fixed income securities of U.S. issuers. The allocation of the funds investments across equity and fixed-income asset classes can vary substantially from time to time. Under normal market conditions, the fund seeks to invest 30-70 percent of its assets in each asset class.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Homestead Mutual Fund
Homestead Rural financial ratios help investors to determine whether Homestead Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Homestead with respect to the benefits of owning Homestead Rural security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |