Empowering Your Financial Future
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.
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.
2021 2Q Market Review — A Bumpy Road Back
Stock markets rallied higher, marking the fifth straight quarter of gains. Economic activity inched closer to normal around the country, while fiscal and monetary stimulus efforts continued to support the recovery’s momentum. Interest rates retreated from first-quarter levels as the prospect of long-term inflation eased slightly. Read more.
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.