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.
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.
2019 Estimated Year-End Distributions
Homestead Funds will be paying year-end income and/or capital gain distributions on December 18, 2019. We are providing you with information regarding the expected distribution dates and estimated rates for your planning purposes.
2019 3Q Market Review
In the third quarter, markets delivered mixed results. Bonds outperformed stocks, in general, as global growth forecasts weakened further and trade conflicts continued. Defensive stocks, generally, outperformed more cyclical stocks.
Performance Summary — 2019 Q3
View fund performance relative to the benchmark index for the most recent quarter. See the latest Market Review for details on the investment backdrop and manager’s approach.
A Generational View to Investing — Horizons Newsletter
In this issue, we take a broad view of the generations we serve. We look at shifting attitudes about major things such as family, work and education.
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.”