Homestead’s Growth Fund appeared in the “Category Kings” section of The Wall Street Journal for the period ending June 30, 2017. The top ten funds appear in each category and are ranked according to one-year returns. The Growth Fund was ranked #3 for the one-year period in the Large Cap Growth category out of 665 […]
The first half of the year brought continued signs of improving economic activity in the U.S. and abroad, including further declines in the unemployment rate and slow but steady increases in gross domestic product. Please read the report for more on our portfolio managers’ strategies and the impact of their decisions on fund performance.
Stock markets continued their upward trajectory in the second quarter. Shares rallied on strong earnings reports and seemed unfazed by increasing political uncertainty, which clouds the outlook for tax reform and other pro-growth initiatives.
Our portfolio managers and analysts oversee an array of eight funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth. View the funds’ most recent quarterly performance.
Homestead’s Small-Company Stock Fund was again included on Kiplinger’s list of the magazine’s favorite actively managed no-load mutual funds. The fund has been named to the list every year since 2012. The editors at Kiplinger’s favor funds run by tenured managers who take a long view and have proved themselves by having solid long-term records. […]
Stocks have been setting new record highs and the U.S. stock market has been trending up for eight years. But interest rates are poised for further hikes, and global politics seem loaded with event risk. Where to from here? Is there room for more gains, or are the risks piling up?
Money stories are a powerful force behind our money habits. These stories are the internal dialogue behind our financial decisions. Without realizing it, they insert themselves into our thinking. They may be good stories or bad, and they may be true or untrue, but these stories shape our perspectives on wealth, status and self-worth.
We sat down with two of our financial planners to talk through the tools and services most important for managing accounts in retirement.
Investing doesn’t require great wealth or complicated strategies. You just need to put today’s dollars – even small amounts – where time and compounding interest can help them grow.
For some things you buy, if you pay more, you get more. But paying more for a mutual fund may mean you get less. Here's why.
Financial market volatility – real or anticipated – is often accompanied by a strong emotional reaction. The simple reason: you’re human.