• 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 3rd Quarter 2014

Small-cap and large-cap performance diverged sharply during the quarter, indicating that the U.S. business cycle may be near a mid-point in the economic expansion.

View All Manager Commentary

Shareholder Announcement

Our New Logo

Our brand mark reflects our roots in the rural electric cooperative community and our commitment to friendly, personalized service.

Learn More

News & Media

Gregory Halter, CFA, Joins as Portfolio Manager

November 3, 2014 | News

View All News & Media

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