• We’re part of the family.

    Doug Johnson, CEO of Blue Ridge Electric, and Mark Rose, manager of Bluebonnet Electric Cooperative, discuss the importance of Homestead Funds being part of the NRECA family.
  • Our heritage is key.

    Tony Marinello, a founding member of Homestead Funds’ board of directors and retired NRECA executive, discusses how and why the fund company got its start.
  • Our focus is you.

    Employees Raymond Scott Jr. and Megan McFarland talk about their approach to client service and what they think makes Homestead Funds unique.
  • We build lasting relationships.

    Cooperative Finance Corporation’s CEO Sheldon Petersen and Homestead Funds’ CEO Steve Kaszynski discuss the fund company’s mission and focus.

Manager Commentary

Investment Insights, May 2016

Throughout this issue, we take a closer look at volatility: what it measures, what factors are likely contributing to the higher levels seen in the second half of 2015 and so far in 2016, and how our portfolio managers assess the situation.

Shareholder Announcement

Homestead Funds’ Silver Anniversary

Homestead Funds turned 25 in November 2015, a milestone we celebrate with our shareholders, colleagues and many in the rural electric cooperative community who provided the vision and leadership necessary for our start.

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2016 Mid-Year Distributions

News & Media

Mark Ashton Discusses Opportunities for Small Caps

May 19, 2016 | 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.

  • 25
    Years
    Investing
  • 8
    No-load
    mutual funds
  • $3.2
    billion in assets
    as of 12/31/15