• 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.

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Shareholder Announcement

Our New Logo

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

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News & Media

Gregory Halter, CFA, Joins as Portfolio Manager

November 3, 2014 | News

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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
  • 8
    mutual funds
  • $3.1
    billion in assets
    as of 9/30/14