Years
Investing
Investing Basics
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Compound Interest
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.
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Investing Affordably
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.
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Managing Volatility
Financial market volatility – real or anticipated – is often accompanied by a strong emotional reaction. The simple reason: you’re human.
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.
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25
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8No-load
mutual funds -
$3.2billion in assets
as of 3/31/17
Latest News & Commentary
Kiplinger’s Personal Finance: 25 Favorite No-Load Mutual Funds
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. […]
Status of Fiduciary Regulation
The Department of Labor’s Conflict of Interest Rule is set to become effective on June 9, 2017. Homestead Funds’ CEO explains what this means for our investors.
Performance Summary — 1Q 2017
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 Funds 2016 Annual Report
The past 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 see the report for more on portfolio managers’ strategies and the impact of their decisions on fund performance.
Avoiding the Pitfalls of Emotional Investing
Our emotions can sabotage our good intentions when it comes to making investment decisions. CFP® Raymond Scott offers tips for taking the emotions out of your financial actions.
Planning for the Knowns and Unknowns of Retirement
We sat down with two of our financial planners to talk through the tools and services most important for managing accounts in retirement.
Amid Extremes, Where to Next? — Horizons Quarterly Newsletter
Stocks have been setting new record highs and the U.S. stock market has been trending up for eight years, the second-longest period on record. 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 […]
Market Review 1st Quarter 2017
Broad U.S. equity market indexes rose in the first quarter, touching record highs before pulling back slightly at quarter-end..