• We’re part of the family.

    Doug Johnson, CEO of Blue Ridge Electric, and Mark Rose, manager of Bluebonnet Electric Cooperative, discuss the importance of Homestead Funds being part of the NRECA family.
    Watch Video

  • Our heritage is key.

    Tony Marinello, a founding member of Homestead Funds’ board of directors and retired NRECA executive, discusses how and why the fund company got its start.
    Watch Video

  • Our focus is you.

    Employees Raymond Scott Jr. and Megan McFarland talk about their approach to client service and what they think makes Homestead Funds unique.
    Watch Video

  • We build lasting relationships.

    Cooperative Finance Corporation’s CEO Sheldon Petersen and Homestead Funds’ CEO Steve Kaszynski discuss the fund company’s mission and focus.
    Watch Video

Manager Commentary

Market Review 2nd Quarter 2016

Global growth remains muted, though the U.S. economy is leading the world in stability these days. Anxieties are high, but many broad measures of health in the U.S. economy are actually very good.

Shareholder Announcement

Homestead Funds’ Silver Anniversary

Homestead Funds turned 25 in November 2015, a milestone we celebrate with our shareholders, colleagues and many in the rural electric cooperative community who provided the vision and leadership necessary for our start.

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Semiannual Report (with Fund Holdings)
— June 30, 2016

News & Media

Mark Ashton Discusses Opportunities for Small Caps

May 19, 2016 | Media

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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.

  • 25
    Years
    Investing
  • 8
    No-load
    mutual funds
  • $3.3
    billion in assets
    as of 6/30/16

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