• Welcome to partnership.

    Our concise menu of eight no-load mutual funds offers a simple, convenient way to invest for retirement, education or other goals.
  • Take control with a rollover IRA.

    If you have money in one or more former employers’ 401(k) plans, consider consolidating these accounts with a Homestead Funds IRA.
  • Welcome to the family.

    We manage your money no differently than we would our own. We strive to keep costs low and are committed to providing friendly, personalized service.
  • We're Main Street, not Wall Street.

    Prudence, discipline and an unwavering commitment to our investors are the cornerstones of our approach.

Manager Commentary

Market Review 4th Quarter 2014

While most of 2014 was relatively calm, the sharp drop in oil prices and a one-day “flash crash” in the Treasury market in October offered investors a somewhat wilder ride at year-end than they had experienced earlier.

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Shareholder Announcement

2014 Year-End Distributions

Investors getting a jump on tax planning can now view final, year-end income and capital gains distributions.

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News & Media

Barron’s: Homestead’s Ashton on the Artistry of Investing

December 23, 2014 | Media

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Homestead Funds was created in 1990 to give National Rural Electric Cooperative Association members a convenient way to obtain professional and affordable money management. The funds are also open to investors outside of the cooperative community.

  • 24
    years
    investing
  • 8
    No-load
    mutual funds
  • $3.1
    billion in assets
    as of 9/30/14