• 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 2nd Quarter 2015

For U.S. stocks, the bulls continued to lumber through the second quarter, largely insulated from Greek volatility. However, all eyes remain fixed on the Fed’s anticipated future rate hike.

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Shareholder Announcement

Mid-Year Distribution Amounts—2015

Value and Growth Funds declare mid-year income and capital gains distributions.

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News & Media

Small-Company Stock Fund Makes Kiplinger 25

July 7, 2015 | 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 12/31/14