Intermediate Bond Fund — new fund registration

Homestead Funds Trust registered 1 new fund series on Form N-1A, filed 2019-03-01. Featured series: Intermediate Bond Fund.

Registration

• Registrant / trust: Homestead Funds Trust
• CIK: 0001768447
• Form: N-1A
• Filed: 2019-03-01
• State of incorporation: MA
• Accession: 0001683863-19-000212
• Reported net assets: $149.3M

Series & classes (1)

Fees (from the effective prospectus)

• Gross expense ratio: 0.86%
• Management fee: 0.60%
• Net expense ratio: 0.80%
• Other expenses: 0.26%

Investment objective

The Intermediate Bond Fund seeks to provide a high level of current income consistent with preservation of capital through investments in bonds and other debt securities.

Advisers

• Homestead Advisers Corp. (Advisor)

Other filings by this registrant (2)

• 485APOS — 2021-02-12 (1 new series)
• N-1A/A — 2019-04-15

More

• Registrant profile: Homestead Funds Trust
• This page as markdown (for LLM agents)
• Search all SEC filings, advisers and people on Adviser Search