Empowering Your Financial Future

Straightforward Investing for Every Goal and Life Stage

You’re not a greenhorn when it comes to money, but you don’t live on Wall Street either. Wouldn’t it be better to invest with a firm that understands the value of keeping things simple?  

Homestead Funds was created in 1990 by the National Rural Electric Cooperative Association (NRECA) to serve the financial needs of rural electric cooperatives, their employees and their families. But while Homestead has grown up around co-op values — integrity, self-reliance and long-term relationships — our funds are available to all investors and advisors.

Decisions about money can be challenging. We seek to simplify them. With the education and guidance we offer, you can use our nine diversified mutual funds to design an intelligent, clear-cut strategy to meet your goals.

Pick Your Path
Latest Homestead News

2020 2Q Market Review — Massive Support Cushions the Blow

Stocks recovered substantially from first-quarter declines, though most categories of stocks remained below February peaks as of quarter-end. Bonds also posted gains as credit spreads, the difference in yields between non-government bonds and U.S. Treasuries, retreated from crisis levels.

Watch Now: Q2 2020 Market Review — Massive Support Cushions the Blow

Hear from our portfolio managers on fund performance and sector exposure, portfolio positioning and near-term outlook.

Performance Summary — 2020 Q2

Our portfolio managers and analysts oversee an array of nine funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth. View the funds’ most recent quarterly performance.

Weathering the Storm — Horizons Newsletter

Flip through these pages to learn a few important and actionable ways to deal with what’s happening in the markets and in the economy. We offer a close look at how stock markets rebound after lows — and what the cost is to investors who miss out. We share stats on how the environment has affected American spending and investing, and tips on how to shockproof your own finances.

Our Perspectives: Consider Repositioning Your Short-Term Investments

When markets undergo extreme volatility, as we have seen in the wake of the COVID-19 pandemic, we get a lot of questions from investors about “moving to cash.” We are also hearing from many investors wondering about the impact of the Federal Reserve’s interest rate cuts, in terms of the impact on savings accounts and money market funds.

IRAs: A Flexible Tool for Life’s Goals

IRAs can be used for many purposes. Setting up an IRA account can be a flexible way to plan for the future.