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 nine diversified mutual funds to design an intelligent, clear-cut strategy to meet your goals.
Performance Summary — 2019 Q4
Our portfolio managers and analysts oversee an array of nine funds designed to accommodate a wide variety of goals, from conservative income to aggressive growth. View the funds’ most recent quarterly performance.
The Secret is Out (But Homestead Investors Already Know)
Homestead’s Growth Fund was recently profiled in the Investor’s Business Daily article “Leading Growth Stocks Drive This Hush-Hush Mutual Fund’s Outperformance.” Homestead Funds might not be a household name yet, but IBD recognized this fund’s portfolio management team’s ability to pick top-performing growth stocks.
2019 Year-End Distributions
Homestead Funds paid income and/or capital gain spillback distributions on December 18, 2019.
A Holistic View of Financial Wellness — Horizons Newsletter
In this issue, we consider how the mental process around financial decisions could be holding you back — the negative self-talk, as psychologists would call it, that could be clouding your choices. We leave you with a checklist for conducting your own financial wellness checkup, as well as a resolutions calendar to keep you on track throughout 2020.
IRAs: A Flexible Tool for Life’s Goals
IRAs can be used for many purposes. Setting up an IRA account can be a flexible way to plan for the future.
Barron’s: The Best Mutual Funds You’ve Never Heard Of
Homestead’s Value Fund was one of five funds acknowledged for its “terrific track record and thoughtful, skilled managers.”