2023 Q1 Market Review — Signs Point to a Coming Recession
It was a risk-on quarter for stocks and bonds, despite the episodic turmoil of a pani…
Investing for a Brighter Future
Mutual Funds Built for Individuals, Communities and Cooperatives
We are Homestead Funds, an established and trusted mutual fund manager, empowering cooperatives, families and advisors with education, access and opportunity through straightforward investment planning and partnership.
About Us
30+
Years Investing
$2.4b
Assets Under Management (as of March 31, 2023)
350+
Co-op Partnerships
13k+
Investors
The Homestead Difference
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Our community origins create client alignment through a common perspective, ensuring advice and solutions driven by your interests.
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With a mission to serve, we are here to offer an attentive ear and provide a helping hand, so you are confident and well taken care of.
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We provide value in many ways, working hard to keep costs down to ensure your hard-earned money is always working for you.
Funds
Our funds are designed to offer our investors, cooperatives and advisors a full suite of solutions for every situation, risk level and life goal.
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Our Guidance Center is your key to unlocking a life plan that helps meet your financial goals and objectives. We are here to answer your investment questions, help define goals and develop a comprehensive plan for your financial journey.
Guidance Center
2023 Q1 Homestead Horizons: Avoiding Financial Planning Pitfalls
There are as many ways to approach investing as there are investors — but one smart…
Investing in Changing Times
Many of our clients are asking: How do we navigate in the volatile markets we have ex…
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2023 Q1 Market Review — Signs Point to a Coming Recession
It was a risk-on quarter for stocks and bonds, despite the episodic turmoil of a panic in regional banks arising from the downfall of Silicon Valley Bank in March.