Worried about rising rates? We see considerable benefits, particularly for those investors positioned in high quality, short-duration fixed income strategies like those we manage at Homestead.
In all matters financial, events tend to fall into one of two categories: planned or unplanned. When it comes to the future, there’s only so much we can ever reliably know. But that can’t stop us from making some very reasonable plans.
We are pleased to announce that Mark Santero will serve as president and CEO of Homestead Funds and the fund company’s investment advisor RE Advisers. Mark brings more than 30 years of investment management experience, including leadership roles at Dreyfus, BNY Mellon and Oppenheimer. We are delighted to welcome Mark to the team.
Homestead Funds will be paying income and/or capital gain spillback distributions on June 29, 2018. For more information, see the mid-year distribution announcement.
Volatility returned to the stock market in the first quarter. Stocks posted strong gains in January on the momentum of U.S. tax reform, but tumbled in February and March on signs of higher wage inflation and trade conflict between the U.S. and China.
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. […]
You might see the terms “saving” and “investing” used interchangeably, and while they’re both steps in the wealth accumulation process, they’re really very different disciplines.
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.