• 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

Managing Turbulent Markets

The final weeks of August brought a rush of trading on Wall Street that sent major stock market indices into negative territory for the year. Our view and guidance for investors who may be inclined to make changes.

News & Media

Small-Company Stock Fund Makes Forbes Mutual Fund Honor Roll

August 28, 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
  • 8
    mutual funds
  • $3.2
    billion in assets
    as of 12/31/14