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 ten diversified mutual funds to design an intelligent, clear-cut strategy to meet your goals.

Pick Your Path
Latest Homestead News

2021 3Q Market Review — Stocks Pause as Inflation Persists

Stock markets touched new highs in early September before retreating modestly back to midsummer prices. Read More.

Performance Summary — 2021 Q3

Our portfolio managers and analysts oversee an array of ten funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth.

2021 Third Quarter U.S. Economic Outlook: A Focus on Rural America

In this issue, we focus on the economic impacts of the vaccine rollout (and now pause in demand) and abundant fiscal support, the two dominant forces shaping the economy and markets over the past year and in the coming months.

What Makes a Good Investor — Horizons Newsletter

In this issue, we look at the unique circumstances that women face when they make financial choices. We offer tips and guidance for addressing these realities — advice we hope will help not just our women readers but also the fathers, husbands and friends who may also appreciate insights into the specific challenges facing women.

Our Perspectives: Inflation Update Mid-Year 2021

In this paper, we present our thoughts on why we are seeing a spike in inflation and view this as a temporary condition consistent with the economy’s getting back on a growth track.

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.